Space Exploration Technologies Corp. Class A Common Stock (SPCX)
NASDAQIndustrialsAerospace & DefenseSnapshot 2026-11-05
$123.62-9.05%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsAerospace & DefenseSnapshot 2026-11-05
QuarterlyIQ Insights · SPCX
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.
Revenue grew an impressive 161% year-over-year, fueled by continued momentum in Connectivity and a clear inflection in our Super Intelligence business .
Stated in 2 of 2 supplied quarters. Management reported: “Revenue grew an impressive 161% year-over-year, fueled by continued momentum in Connectivity and a clear inflection in our Super Intelligence business .” “From the closing date through September 30, 2026 , Cursor contributed $608 million of revenue to the Company’s consolidated results of operations.” Revenue was $14.575 billion in 2026-Q3.
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.
Not enough signal yet.
Not enough signal yet.
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).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Revenue grew an impressive 161% year-over-year, fueled by continued momentum in Connectivity and a clear inflection in our Super Intelligence business .”
“Revenue growth accelerated across all our business segments and we delivered strong operating leverage, with significant margin expansion led by our new AI compute agreements.”
Starlink c onsumer monthly ARPU improved 5% sequentially to $69 • Activated Starlink across existing and new aviation partnerships, reach ing over 3,800 aircraft equipped wi th Starlink as of Septemb…
Stated in 2 of 2 supplied quarters. Management reported: “Starlink c onsumer monthly ARPU improved 5% sequentially to $69 • Activated Starlink across existing and new aviation partnerships, reach ing over 3,800 aircraft equipped wi th Starlink as of September 30, 2026 • Total costs and expenses for the Connectivity segment were up $974 million year-over-year, driven primarily by our growing satellite constellation, Starlink K it deliveries , and marketing initiatives to support revenue growth • Subsequent to the third quarter, entered into an agreement to acquire FCC licenses related to 800 MHz spectrum to advance our Starlink Mobile strategy.”
“Starlink c onsumer monthly ARPU improved 5% sequentially to $69 • Activated Starlink across existing and new aviation partnerships, reach ing over 3,800 aircraft equipped wi th Starlink as of Septemb…”
“earningsreleaseq22608042 SpaceX Reports Second Quarter 2026 Results • Demonstrated the power of extreme vertical integration, delivering revenue growth of 92% year-over-year across Space, Connectivit…”
From the closing date through September 30, 2026 , Cursor contributed $608 million of revenue to the Company’s consolidated results of operations.
Stated in 2 of 2 supplied quarters. Management reported: “From the closing date through September 30, 2026 , Cursor contributed $608 million of revenue to the Company’s consolidated results of operations.” “Under the terms of the agreement, certain outstanding common shares of Cursor were converted into SpaceX equity awards with time- based vesting conditions to retain key talent.”
“From the closing date through September 30, 2026 , Cursor contributed $608 million of revenue to the Company’s consolidated results of operations.”
“3 Space Segment Operating and Financial Data $, in millions (except where noted) Three Months Ended Six Months Ended June 30, 2026 March 31, 2026 June 30, 2025 June 30, 2026 June 30, 2025 Customer la…”
We are building the infrastructure of the future with discipline, focused on capital efficiency, strong returns on invested capital, and maintaining a robust, investment-grade balance sheet, while mo…
Stated in 2 of 2 supplied quarters. Management reported: “The GAAP purchase consideration was $42.5 billion , and the value of equity awards issued in connection with the acquisition attributable to post-acquisition service is $23.4 billion , subject to future forfeitures .” “On June 26, 2026, SpaceX closed a $25 billion inaugural bond issuance of investment-grade senior notes, strengthening the balance sheet and funding long-term growth initiatives.”
“We are building the infrastructure of the future with discipline — focused on capital efficiency, strong returns on invested capital, and maintaining a robust, investment-grade balance sheet — while…”
“This financial strength gives us substantial capacity to invest in Starship, Starlink Broadband and Mobile satellites, and our AI platform, while maintaining a disciplined long-term capital allocatio…”
Continue Starship development toward full and rapid reusability while progressing toward revenue-generating operational missions.
8 material management or governance events in the past 24 months, led by M&A activity. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=8936).
Not investment advice. As of 2026-11-05.