Intuitive Machines Q4 Earnings Call Highlights

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MarketBeat

Thu, March 19, 2026 astatine 9:56 AM CDT 9 min read

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Intuitive Machines completed the acquisitions of Lanteris (closed Jan. 13, 2026) and KinetX, a operation absorption says transforms standard and positions the institution to people $900 cardinal to $1 billion successful gross for 2026 with a astir 40% commercialized / 40% civilian / 20% nationalist security lawsuit mix.
The steadfast is executing a “build, connect, operate” strategy anchored by a $4.82 cardinal NSNS declaration to deploy lunar information relay satellites (the archetypal outer is slated to motorboat connected IM‑3), aimed astatine creating a Near Space Network for Moon–Earth communications and recurring higher‑margin services.
Q4 2025 gross was $44.8 cardinal with a 19% gross borderline but a $33.1 cardinal operating loss; aft spending astir $403 cardinal connected Lanteris and completing a $175 cardinal equity investment, currency stood astatine astir $272 million astatine end‑February and absorption is targeting affirmative adjusted EBITDA successful 2026 supported by increasing backlog.
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Intuitive Machines (NASDAQ:LUNR) executives utilized the company’s fourth-quarter and full-year 2025 net telephone to outline what Chief Executive Officer Steve Altemus described arsenic a “transformational year,” highlighted by a 2nd lunar mission, an enlargement into nationalist information space, the acquisition of KinetX, and the announced—and subsequently closed—acquisition of Lanteris Space Systems.

Altemus said the operation changes the company’s standard and positioning, with absorption present expecting 2026 gross to attack $1 billion, compared with 2025 levels. He besides described a diversified lawsuit premix for the combined portfolio astatine astir 40% commercial, 40% civilian space, and 20% nationalist security, “evolving towards a balanced portfolio crossed each 3 lawsuit bases.”

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Why Intuitive Machines Is Taking Off While Broader Market Sinks

Altemus said the company’s operating exemplary is organized astir 3 integrated capabilities: gathering abstraction infrastructure, connecting deployed assets done communications and navigation networks, and operating infrastructure arsenic long-duration services.

Build: Designing, manufacturing, and delivering spacecraft, landers, satellites, aboveground systems, propulsion and avionics.
Connect: Integrating assets into communications, navigation, bid and control, and information relay networks, opening with the company’s archetypal lunar information relay outer planned to motorboat with IM-3.
Operate: Providing ngo operations, hosted payload services, and infrastructure-based offerings specified arsenic lunar terrain conveyance services.