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Intuitive Machines, Inc.

Intuitive Machines, Inc.

NASDAQ•LUNR
CEO: Dr. Kamal Ghaffarian
Sector: Industrials
Industry: Aerospace & Defense
Listing Date: 2021-11-17
Intuitive Machines, Inc. designs, manufactures, and operates space products and services in the United States. Its space systems and space infrastructure enable scientific and human exploration and utilization of lunar resources to support sustainable human presence on the moon. The company offers lunar access services, such µNova, lunar surface rover services, fixed lunar surface services, lunar orbit delivery services, rideshare delivery services to lunar orbit, as well as content sales and marketing sponsorships; and orbital services, including satellite delivery and rideshare, satellite servicing and refueling, space station servicing, satellite repositioning, and orbital debris removal. It also provides lunar data services, comprising Lunar data network, lunar south pole and far-side coverage, lunar positioning services, data relay, and data storage/caching. In addition, the company offers propulsion systems and navigation systems; engineering services contracts; lunar mobility vehicles, such as rovers and drones; power infrastructure that includes fission surface power; and human habitation systems. It serves its products to the U.S. government, commercial, and international customers. Intuitive Machines, Inc. was founded in 2013 and is headquartered in Houston, Texas.
Contact Information
13467 Columbia Shuttle Street, Houston, TX, 77059, United States
281-520-3703
www.intuitivemachines.com
Market Cap
$2.89B
P/E (TTM)
-9.1
89
Dividend Yield
--
52W High
$23.32
52W Low
$6.14
52W Range
58%
Rank39Top 39.1%
4.2
F-Score
Modified Piotroski Analysis
Based on 5-year fundamentals
Average • 4.2 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2021-2025

Financial Dashboard

Q3 2025 Data

Revenue

$52.44M-10.33%
4-Quarter Trend

EPS

-$0.06-91.30%
4-Quarter Trend

FCF

-$18.99M-1.67%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Strong Cash Position Cash and equivalents reached $622.0M as of September 30, 2025, supporting liquidity needs through at least twelve months.
Revenue Decline Driven Nine months total revenues decreased 5% to $165.3M, primarily due to OMES III contract cancellation impacts.
Major Strategic Acquisitions Announced $800M Lanteris acquisition, positioning as vertically integrated prime; KinetX acquired for $31.1M.
Future Revenue Visibility Backlog stands at $235.9M, with approximately 20% expected recognition over the remainder of 2025.

Risk Factors

Persistent Operating Loss Nine months operating loss totaled $(54.1)M, reflecting high cost structure relative to current revenue realization.
Government Shutdown Exposure Business faces operational disruptions from ongoing U.S. federal government shutdown volatility and payment delays.
Contract Loss Provisions IM-3 mission remains a loss contract; accrued loss provision increased during the period due to cost adjustments.
Increased Compliance Costs Loss of EGC status by year-end 2025 mandates increased disclosure and compliance expenses starting 2026.

Outlook

Establish Mission Cadence Working to establish a regular cadence of lunar missions, targeting higher revenue from volume and complexity.
Expand Space Infrastructure Developing full space infrastructure offerings, including in-space logistics and far-side connectivity services.
Lanteris Integration Planned Closing Lanteris acquisition in Q1 2026 to expand capabilities in design, manufacture, delivery, and operation.
Future Capital Investment Expecting short-term significant investments in lunar and data programs, subject to regulatory compliance timelines.

Peer Comparison

Revenue (TTM)

V2X, Inc.VVX
$4.42B
+5.1%
Hub Group, Inc.HUBG
$3.73B
-5.8%
AAR Corp.AIR
$2.97B
+15.4%

Gross Margin (Latest Quarter)

PureCycle Technologies, Inc.PCT
100.0%
+0.0pp
AMMO, Inc.POWW
87.1%
+64.1pp
Enerpac Tool Group Corp.EPAC
49.6%
-1.8pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
FTAI$28.71B58.8370.3%81.3%
AIR$4.47B44.27.2%32.2%
MGRC$2.90B19.912.6%23.5%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-1.6%
Flat Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
25%
Cash Flow Needs Attention

Research & Insights

Next earnings:Mar 24, 2026
|
EPS:-$0.05
|
Revenue:-
Reports
Financials
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 13, 2025|
    Revenue: $52.44M-10.3%
    |
    EPS: $-0.06-91.3%
    Miss

  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 7, 2025|
    Revenue: $50.31M+21.5%
    |
    EPS: $-0.24-172.7%
    Miss

  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 13, 2025|
    Revenue: $62.52M-14.4%
    |
    EPS: $-0.11-95.9%
    Miss

  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Mar 25, 2025|
    Revenue: $228.00M+186.7%
    |
    EPS: $-4.63-235.0%
    Miss

  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 15, 2024|
    Revenue: $58.48M+359.3%
    |
    EPS: $-0.69-136.5%
    Miss

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 13, 2024|
    Revenue: $41.41M+130.1%
    |
    EPS: $0.33-82.1%
    Meet

  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 14, 2024|
    Revenue: $73.07M+300.7%
    |
    EPS: $-2.70+321.9%
    Miss

  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Mar 25, 2024|
    Revenue: $79.52M-7.5%
    |
    EPS: $3.43+6658.3%
    Beat