Intuitive Machines, Inc. (LUNR)
NASDAQIndustrialsAerospace & DefenseSnapshot 2026-11-05
NASDAQIndustrialsAerospace & DefenseSnapshot 2026-11-05
QuarterlyIQ Insights · LUNR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Highlights • Closed Goonhilly Earth Station and COMSAT acquisition in August to expand our space‑to‑ground data services network configured to support missions across LEO, MEO, GEO, cislunar, and dee…
Stated in 2 of 2 supplied quarters. Management reported: “About Intuitive Machines Intuitive Machines is a next-generation space infrastructure company delivering integrated capabilities across spacecraft manufacturing, communications, networks, mission operations, and ground infrastructure to build, connect, and operate systems across Earth orbit, cislunar space, and deep space.” “Serving commercial, civil, and national security customers, Intuitive Machines is focused on enabling resilient, scalable infrastructure for sustained operations in space.” Revenue was $206.168 million in 2026-Q2.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 59% for the rest of the cohort, n=6983).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Highlights • Closed Goonhilly Earth Station and COMSAT acquisition in August to expand our space‑to‑ground data services network configured to support missions across LEO, MEO, GEO, cislunar, and dee…”
“Highlights • Closed $800 million acquisition of Lanteris Space Systems to become a vertically integrated next-generation space prime contractor for commercial, civil and national security space initi…”
Highlights • Closed Goonhilly Earth Station and COMSAT acquisition in August to expand our space‑to‑ground data services network configured to support missions across LEO, MEO, GEO, cislunar, and dee…
Stated in 2 of 2 supplied quarters. Management reported: “About Intuitive Machines Intuitive Machines is a next-generation space infrastructure company delivering integrated capabilities across spacecraft manufacturing, communications, networks, mission operations, and ground infrastructure to build, connect, and operate systems across Earth orbit, cislunar space, and deep space.” “Serving commercial, civil, and national security customers, Intuitive Machines is focused on enabling resilient, scalable infrastructure for sustained operations in space.”
“Highlights • Closed Goonhilly Earth Station and COMSAT acquisition in August to expand our space‑to‑ground data services network configured to support missions across LEO, MEO, GEO, cislunar, and dee…”
“Highlights • Closed $800 million acquisition of Lanteris Space Systems to become a vertically integrated next-generation space prime contractor for commercial, civil and national security space initi…”
Outlook • Full-year 2026 revenue of $900 million - $1 billion • Full-year 2026 Adjusted EBITDA positive Conference Call Information Intuitive Machines will host a conference call today, August 13, 20…
Stated in 2 of 2 supplied quarters. Management reported: “About Intuitive Machines Intuitive Machines is a next-generation space infrastructure company delivering integrated capabilities across spacecraft manufacturing, communications, networks, mission operations, and ground infrastructure to build, connect, and operate systems across Earth orbit, cislunar space, and deep space.” “Serving commercial, civil, and national security customers, Intuitive Machines is focused on enabling resilient, scalable infrastructure for sustained operations in space.”
“Outlook • Full-year 2026 revenue of $900 million - $1 billion • Full-year 2026 Adjusted EBITDA positive Conference Call Information Intuitive Machines will host a conference call today, August 13, 20…”
“Outlook • Full-year 2026 revenue of $900 million - $1 billion • Full-year 2026 Adjusted EBITDA positive Conference Call Information Intuitive Machines will host a conference call today, May 14, 2026,…”
Expand commercial, civil, and national security space business through contract execution, new awards, and growth in contracted backlog.
Focus on winning and executing contracts across commercial, civil, and national security space markets to drive record revenue and backlog expansion.
Over the trailing year it converted 0.46x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
24 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated volatile grew net income 52% of the time over the next year (vs 59% for the rest of the cohort, n=6547).
Not investment advice. As of 2026-11-05.