LUNR Intuitive Machines, LLC
Price Chart
Executive Summary
Intuitive Machines reported Q4 2025 revenue of $44.8 million, a decline from prior-year levels, with full-year 2025 revenue down 7.8% to $210.1 million. Despite a net loss of $106.8 million, the company highlighted a $56 million improvement in free cash flow usage year-over-year and announced a strong 2026 revenue outlook of $900M–$1B with positive Adjusted EBITDA expectations. Recent acquisitions and a $175M strategic investment signal aggressive growth ambitions.
Key Financial Metrics
Actionable Insight
Traders should monitor whether the company can deliver on its aggressive 2026 revenue and EBITDA guidance, especially given declining core revenue and shrinking backlog. The recent capital raises and acquisitions may enable growth, but execution risk remains high.
Key Facts
- Q4 2025 revenue: $44.8 million (down from $54.7 million in Q4 2024)
- Full-year 2025 revenue: $210.1 million (down from $228.0 million in 2024)
- Full-year 2025 net loss: $106.8 million (improved from $346.9 million in 2024)
- Free cash flow improved by $11.7 million YoY to -$56.0 million (from -$67.7 million)
- Company raised 2026 full-year revenue guidance to $900M–$1B and expects Adjusted EBITDA profitability
- Completed $800M acquisition of Lanteris Space Systems in Q1 2026 and secured $175M strategic investment
- Backlog declined to $213.1M as of Dec 31, 2025 from $328.3M in 2024
Financial Impact
Revenue declined 7.8% YoY in 2025, but free cash flow improved by $11.7M. 2026 revenue guidance implies 135-167% growth over 2025. $800M acquisition and $175M investment expand capital base and strategic scope.
Risk Factors
- Revenue and backlog are declining despite optimistic guidance
- Net loss remains substantial, and Adjusted EBITDA was negative $64.2M in 2025
- Heavy reliance on future government contracts and integration of large acquisitions
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3258893 |
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| Type | Now | ||||
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Jun 8, 2026
1d ago
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Insider Cluster
| $29.92 awaiting T+1 | awaiting T+1 | — | $29.74 (+0.62%) |
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Jun 3, 2026
6d ago
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8-K
| $33.83 $33.63 | ▼ −0.59% | ▼ −0.99% | $29.74 (−12.10%) |
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May 14, 2026
26d ago
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8-K
| $36.52 $33.89 | ▼ −7.20% | ▼ −5.97% | $29.74 (−18.58%) |
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May 14, 2026
26d ago
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Press Release
| $36.52 $33.89 | ▼ −7.20% | ▼ −5.97% | $29.74 (−18.58%) |
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May 14, 2026
26d ago
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Press Release
| $36.52 $33.89 | ▼ −7.20% | ▼ −5.97% | $29.74 (−18.58%) |
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May 1, 2026
5w ago
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Press Release
| $25.62 $25.35 | ▼ −1.05% | ▼ −0.71% | $29.74 (+16.06%) |
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Apr 24, 2026
6w ago
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DEFA14A
| $25.53 $26.20 | ▲ +2.62% | ▲ +2.46% | $29.74 (+16.47%) |
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Apr 15, 2026
7w ago
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144
| $23.88 $27.28 | ▲ +14.24% | ▲ +13.99% | $29.74 (+24.52%) |
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Apr 15, 2026
8w ago
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Insider Cluster
| $23.88 $27.28 | ▼ −14.24% | ▼ −13.99% | $29.74 (−24.52%) |
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Apr 1, 2026
9w ago
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S-3ASR
| $23.99 $22.92 | ▼ −4.46% | ▼ −4.94% | $29.74 (+23.95%) |
US Market Status
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