Intuitive Machines Inc. (LUNR) is a pioneering aerospace firm focused on lunar exploration and advanced space technology, playing a vital role in NASA's Artemis program. The company offers a wide array of services, including spacecraft design, transportation, payload delivery, and data management, showcasing its technological prowess and innovative solutions. As the commercial interest in lunar resources surges, Intuitive Machines is well-positioned to leverage new opportunities within the burgeoning space economy. With strong industry collaborations and a steadfast commitment to enhancing space exploration capabilities, LUNR presents a compelling investment opportunity for institutional investors in the aerospace sector.
| Revenue (TTM) | $490.12M |
| Gross Profit (TTM) | $80.13M |
| EBITDA | $-74.37M |
| Operating Margin | -18.10% |
| Return on Equity | -30.80% |
| Return on Assets | -5.52% |
| Revenue/Share (TTM) | $3.58 |
| Book Value | $-1.71 |
| Price-to-Book | — |
| Price-to-Sales (TTM) | 5.11 |
| EV/Revenue | 5.23 |
| EV/EBITDA | 21.05 |
| Quarterly Earnings Growth (YoY) | -81.00% |
| Quarterly Revenue Growth (YoY) | 309.80% |
| Shares Outstanding | $160.45M |
| Float | $131.61M |
| % Insiders | 5.21% |
| % Institutions | 93.69% |
Volatility is currently expanding
Space names are running hot in Monday morning trading, with launch and lunar leaders outpacing the broader tape. The Procure Space ETF (NASDAQ:UFO) is at $44.19, up 2%.
Intuitive Machines earns a speculative buy rating at $14, driven by a surging $1.8B backlog and rapid expansion beyond lunar landings. LUNR's revenue mix is diversifying, with National Security now 30% of Q2 revenue and satellite manufacturing becoming a core, scalable activity. Valuation at 2.7x 2027E sales appears reasonable versus peers, but margin expansion and reduced dilution are essential for upside realization.
Intuitive Machines, Inc. is rated Buy after a sector-wide decline, supported by strong NASA partnerships and a record $1.8 billion backlog. LUNR's Q2 2026 revenue surged 300% YoY to $206 million, driven by satellite manufacturing and government contracts, despite missing estimates and burning $84 million in cash. The company is diversifying beyond lunar landers into commercial, civil, and national security space, with 80+ spacecraft under contract and major geostationary satellite deals.
HOUSTON, Sept. 15, 2026 (GLOBE NEWSWIRE) -- Intuitive Machines, Inc. (Nasdaq: LUNR) ("Intuitive Machines," and together with its subsidiaries, the "Company"), a leading space technology, infrastructure, and services company, today announced it has completed the handover of the SXM-11 satellite to SiriusXM following successful in-orbit testing.
Intuitive Machines (LUNR) is transitioning from a lunar mission contractor to a vertically integrated space infrastructure platform, targeting recurring infrastructure-style revenue. LUNR reported Q2 revenue of $206 million (4x YoY), with a record $1.8 billion backlog and growing exposure to national security and commercial GEO satellite contracts. Gross margins remain pressured and cash burn is high, but scaling satellite production and backlog conversion could drive margin expansion and operating leverage over time.
Intuitive Machines has surged 75.4% in a year as contract wins and a record backlog fuel growth, but losses and rich valuation cloud near-term upside.
SpaceX (NASDAQ:SPCX | SPCX Price Prediction) drew fresh Wall Street coverage Tuesday morning, and the initiation is sending shares of the newly public rocket and satellite operator higher alongside a broad bid across the space complex.
President Donald Trump posted a photograph of the Moon to Truth Social this week with an American flag and the caption “The Moon is ours”.
Intuitive Machines' record $1.8B backlog offers 2026 revenue visibility, but conversion timing, margins and lunar execution costs remain key.
Intuitive Machines' surging revenues and record backlog strengthen its growth case, but rich valuation, cash use and execution risks keep the investment setup balanced.
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