Virgin Galactic

SPCE Q4 2024 Earnings

Reported Feb 26, 2025 at 4:08 PM ET · SEC Source

Q4 24 EPS

$-2.53

BEAT +15.62%

Est. $-3.00

Q4 24 Revenue

$429,000

BEAT +14.40%

Est. $375,000

vs S&P Since Q4 24

-57.8%

TRAILING MARKET

SPCE -32.4% vs S&P +25.3%

Full Year 2024 Results

FY 24 EPS

$-13.89

BEAT +6.28%

Est. $-14.82

FY 24 Revenue

$7.0M

BEAT +2.01%

Est. $6.9M

Market Reaction

Did SPCE Beat Earnings? Q4 2024 Results

Virgin Galactic delivered a rare beat across the board in Q4 2024, even as the company remains firmly in a period of self-imposed revenue drought. The space tourism pioneer posted an EPS loss of $2.53, coming in 15.62% better than the consensus estim… Read more Virgin Galactic delivered a rare beat across the board in Q4 2024, even as the company remains firmly in a period of self-imposed revenue drought. The space tourism pioneer posted an EPS loss of $2.53, coming in 15.62% better than the consensus estimate of $3.00, while revenue of $429,000 topped expectations by 14.40%, though it still represented an 84.7% decline from Q4 2023 as the company generated no spaceflight income during the quarter. The primary driver behind the narrower losses was a sharp reduction in operating expenses, with GAAP total operating expenses falling to $82.38 million from $117.07 million a year ago, as the company wound down its Unity-class program and redirected resources toward Delta development. With $657 million in cash and marketable securities on hand, Virgin Galactic is funding its transition to the next generation of spacecraft, though it guided Q1 2025 free cash flow in the range of negative $115 million to negative $125 million. Assembly of the first Delta SpaceShip began in March 2025, with commercial flights targeted for 2026, as the company bets its future profitability on the new platform.

Key Takeaways

  • Pause in commercial spaceflights to focus on Delta Class SpaceShip production drove revenue decline
  • Lower operating expenses across R&D and spaceline operations improved net loss and Adjusted EBITDA
  • Increased capital expenditures for Delta SpaceShip tooling and factory buildout
24/7 Wall St

SPCE YoY Financials

Q4 2024 vs Q4 2023, source: SEC Filings

24/7 Wall St

SPCE Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q2 25

“We are excited to share that our first spaceflight with our new Delta SpaceShips is planned for summer 2026. This first spaceflight will carry scientific research, and we expect to begin private astronaut spaceflights in the fall of 2026. We have made tremendous progress with the fabrication of tools and parts, and assembly of the first SpaceShip begins next month in Phoenix.”

— Michael Colglazier, Q4 2024 Earnings Press Release