Intuitive Machines beats Q3 estimates with $269M revenue and $8.3M EBITDA
As seen on the 24/7 Wall St. homepage on November 12, 2026.
Intuitive Machines cleared revenue, EPS and adjusted EBITDA estimates, with $8.3M in adjusted EBITDA doubling the $4.1M consensus on a $1.9B backlog. FY26 revenue guidance is in line, and management sees positive EBITDA for the year.
INTUITIVE MACHINES $LUNR Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $269M (Est. $246M) 🟢 🔹 EPS: -$0.02 (Est. -$0.12) 🟢 🔹 Adj. EBITDA: $8.3M (Est. $4.1M) 🟢 🔹 Backlog: $1.9B FY26 Guide: 🔹 Revenue: $920M-$950M (Est. $925M) 🟡 🔹 Adjusted EBITDA: Positive Announcements: 🔹 NASA https://t.co/MP98dn2zri
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Intuitive Machines posted Q3 revenue of $269M against a consensus estimate of $246M, a meaningful beat for a company still in a high-growth phase of building out its lunar and space services business. The quarter was clean across every reported line, with no metric coming in below expectations.
Adjusted EBITDA of $8.3M came in well above expectations, signaling that the company is converting its growing contract base into real operating leverage faster than the market anticipated. The loss per share of $0.02 also beat expectations.
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Underpinning the results is a backlog of $1.9B, which gives visibility into future revenue streams and suggests the Q3 beat was not a one-quarter anomaly. That figure reflects contracted work already on the books, most of it tied to NASA and other space infrastructure programs.
For the full year, management guided revenue in the range of $920M to $950M, essentially in line with the $925M Street estimate. The company also committed to positive adjusted EBITDA for FY26, a threshold that matters for investors watching whether the business can sustain profitability as it scales.
Mentioned: LUNR