Intuitive Machines: Weak FY25 Results, Strong FY26 Ambitions [Seeking Alpha]
Intuitive Machines, Inc. - Class A (LUNR)
Company Research
Source: Seeking Alpha
LUNR is aggressively pursuing vertical integration through acquisitions, aiming to transition from episodic missions to scalable, high-margin space infrastructure and recurring revenue. Management guides for $900M–$1B in 2026 revenue and positive adjusted EBITDA, backed by an expanded backlog and deeper defense exposure. LUNR stock trades at rich forward multiples, reflecting high market expectations for rapid scale-up and execution, but execution risk remains significant. Monty Rakusen/DigitalVision via Getty Images Thesis Intuitive Machines, Inc. ( LUNR reported Q4 '25 results, and it has to be said that the numbers on the surface appear quite weak. Revenue came in at $44.8 million, down 18% since last year and also missing This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it
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LUNR
News
- Intuitive Machines, Inc. (LUNR) Reports Q4 Loss, Misses Revenue Estimates [Yahoo! Finance]Yahoo! Finance
- Intuitive Machines Inc (LUNR) Q4 2025 Earnings Call Highlights: Navigating Growth and Challenges [Yahoo! Finance]Yahoo! Finance
- Why Intuitive Machines Stock Dropped Today [Yahoo! Finance]Yahoo! Finance
- Intuitive Machines outlines $900M-$1B 2026 revenue target as Lanteris acquisition drives diversification [Seeking Alpha]Seeking Alpha
- Intuitive Machines Q4 Earnings Call Highlights [Yahoo! Finance]Yahoo! Finance
LUNR
Sec Filings
- 3/19/26 - Form 10-K
- 3/19/26 - Form 8-K
- 2/27/26 - Form 8-K
- LUNR's page on the SEC website