Intuitive Machines Inc Stock Price, News & Analysis

Intuitive Machines (LUNR) reported strong Q1 2025 financial results, with revenue reaching $62.5 million, up 14% from Q4. The company achieved a gross margin of 11% ($6.7 million) and generated positive free cash flow of $13.3 million. Key operational highlights include completing the Lunar Terrain Vehicle Services preliminary design review, landing their second lunar mission at the Moon's south pole, and executing NASA contract milestones worth $27 million. The company secured a $10 million grant from Texas Space Commission and maintains a strong cash position of $373.3 million. Looking ahead, Intuitive Machines projects full-year 2025 revenue of $250-300 million and expects to achieve positive run-rate adjusted EBITDA by year-end, with positive adjusted EBITDA in 2026.

Intuitive Machines (Nasdaq: LUNR) has scheduled its first quarter 2025 financial results announcement for Tuesday, May 13, 2025, before market opening. The company will host a conference call at 8:30 am ET on the same day to discuss the quarterly performance.

Interested participants can join the call by registering through the provided link, after which they will receive dial-in details and a PIN number. For those unable to attend live, a webcast replay will be available on the Intuitive Machines investor relations website.

The earnings release will be accessible on the company's investor relations portal at https://investors.intuitivemachines.com/ prior to the conference call on May 13, 2025.

Intuitive Machines has secured a grant up to $10 million from the Texas Space Commission's Space Exploration and Research Fund (SEARF) to develop an Earth reentry vehicle and orbital fabrication lab. The project focuses on enabling microgravity biomanufacturing and will serve as a risk-reduction platform for future lunar sample return missions.

The company has partnered with Rhodium Scientific, a leader in space biomanufacturing, to develop technical approaches for payload integration in both lunar and low Earth orbit missions. Rhodium brings expertise through their Variable Gravity Centrifuge, which has tested over 600 biological samples on the International Space Station.

The 12-month SEARF phase one effort will advance spacecraft development through Critical Design Review and create a full-scale ground prototype. This collaboration aims to create high-tech jobs, expand Texas' leadership in space commercialization, and establish new industries. Intuitive Machines, which successfully landed on the Moon in 2024 and returned in 2025, operates through four business units: Lunar Access Services, Orbital Services, Lunar Data Services, and Space Products and Infrastructure.

Intuitive Machines (Nasdaq: LUNR) has chosen SpaceX's Falcon 9 rocket to launch its fourth lunar mission (IM-4) from Florida. The mission will include two lunar data relay satellites supporting NASA's Near Space Network Services (NSNS) contract.

The company plans to deploy a total of five lunar data relay satellites, with the first launching on their third mission to introduce a pay-by-the-minute service. The IM-4 mission, scheduled for 2027, will carry six NASA Commercial Lunar Payload Services (CLPS) payloads, including a European Space Agency-led drill suite for water detection at the lunar south pole.

NASA has awarded Intuitive Machines multiple task orders under the NSNS contract to provide Direct-to-Earth services and a lunar data relay constellation supporting the Artemis campaign.

Intuitive Machines (NASDAQ: LUNR) reported strong financial results for Q4 and full-year 2024, with significant growth in revenue and backlog. The company achieved $54.7 million in Q4 revenue (up 79% year-over-year) and $228.0 million for the full year (nearly triple 2023 revenue).

Key achievements include executing the southernmost lunar landing, expanding technical capabilities, and securing additional NASA contracts. The company completed a $125 million stock offering and private placement with Boryung , ending 2024 with $207.6 million in cash, which increased to $385 million by March 2025 following warrant redemption.

The company reported record backlog of $328.3 million (22% increase year-over-year) and achieved positive gross margins for two consecutive quarters. For 2025, Intuitive Machines projects revenue of $250-300 million and expects positive run-rate Adjusted EBITDA by year-end, with positive Adjusted EBITDA in 2026.

Intuitive Machines (Nasdaq: LUNR) has scheduled its fourth quarter and full-year 2024 financial results announcement for Monday, March 24, 2025, before market opening. The company will host a conference call at 8:30 am ET on the same day to discuss the results.

Interested participants can register for the call and will receive dial-in information and a PIN number. A webcast replay will be available on the company's investor relations website at investors.intuitivemachines.com, where the earnings release can also be accessed on the day of the announcement.

Intuitive Machines (LUNR) has successfully completed the redemption of its outstanding warrants to purchase Class A common stock. Of approximately 19,440,000 outstanding warrants, about 12,870,000 were exercised at $11.50 per share, generating approximately $148.0 million in cash proceeds. The remaining 6,570,000 unexercised warrants were redeemed at $0.01 per warrant.

Notable transactions include Michael Blitzer's exercise of 1,800,000 warrants, with the company purchasing 941,080 shares back from him at $20.7 million. Following the redemption, LUNR has no warrants outstanding, and they have been delisted from Nasdaq. The company's cash balance stands at approximately $385.0 million.

Additionally, LUNR secured a revolving credit facility with Stifel Bank for up to $40.0 million, currently unborrowed, as part of its strategy to optimize capital structure and funding alternatives.

Intuitive Machines (Nasdaq: LUNR) has successfully completed its IM-2 mission, achieving the southernmost lunar landing in history. The lunar lander Athena touched down 250 meters from its intended landing site in the Mons Mouton region of the lunar south pole, inside a crater.

While the lander ended up on its side after landing, mission controllers successfully accelerated several program milestones, including operating NASA's PRIME-1 suite of payloads before battery depletion. Due to the sun's direction, solar panel orientation, and extreme cold temperatures in the crater, Athena is not expected to recharge.

The mission has concluded, marking a significant achievement in accessing this challenging region characterized by harsh sun angles, Earth communication, and rugged terrain. The insights gained from IM-2 are expected to facilitate future exploration of the lunar south pole region.

Intuitive Machines (Nasdaq: LUNR) has successfully completed its second lunar mission with the landing of the IM-2 mission lunar lander, Athena, which touched down on the Moon at approximately 11:30 a.m. CST. The spacecraft is currently operational on the lunar surface.

The company held a joint press conference with NASA to discuss mission updates and landing details, emphasizing the ongoing partnership between commercial and government entities in advancing space exploration. Updates on the mission's progress will continue to be shared through the company's IM-2 mission webpage and official X account.