Welcome to our dedicated page for Intuitive Machines SEC filings (Ticker: LUNR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Intuitive Machines SEC filings document its space infrastructure business, Nasdaq-listed Class A common stock, operating results, governance and capital structure. Form 8-K reports cover financial results, material definitive agreements, equity issuances, registration rights and completed acquisition matters, including historical and pro forma financial information for Lanteris Space Systems.
Proxy materials describe annual meeting procedures, stockholder voting matters, board governance and executive compensation. The company’s filings also record securities registered under the Exchange Act, compensation arrangements tied to corporate transactions, and disclosure categories related to shareholder approvals, material events and financial reporting.
Intuitive Machines affiliate filed a Form 144 disclosing proposed sales of Class A Common shares. The filing lists broker-dealer J.P. Morgan Securities LLC and shows several lots tied to conversions and warrant exercises: 750,000 shares from a conversion on 02/10/2023 and 858,920 shares from a warrant exercise on 02/05/2025. The cover data shows numeric entries including 1,608,000, 54,039,412, and 160,452,309 alongside 05/18/2026 and a NASDAQ listing reference.
Intuitive Machines, Inc. institutional trading firms filed a Schedule 13G/A reporting beneficial ownership of 4,995,206 shares of Class A common stock, representing 3.1% of the class. The filing notes Susquehanna Securities' count includes options to buy 4,868,500 shares. Shares outstanding were 159,372,567 as of March 11, 2026.
Intuitive Machines, Inc. reported strong top-line growth for the quarter ended March 31, 2026, driven by its acquisition of Lanteris Space Holdings. Total revenue reached $186.7 million, up from $62.5 million a year earlier, with product revenue of $141.6 million primarily from Lanteris.
The company posted an operating loss of $39.2 million and a net loss attributable to the company of $37.4 million, or $(0.25) per share, as higher cost of revenue, depreciation, amortization and general and administrative expenses offset revenue gains. Cash used in operating activities was $54.8 million.
Total assets increased to $1.72 billion, reflecting the $851.0 million Lanteris acquisition, which added significant goodwill and intangibles. Liquidity included $231.6 million in cash and cash equivalents, a $175.0 million equity raise at $15.12 per share, and $345.0 million of 2.500% convertible notes due 2030. Remaining fixed-price performance obligations were $792.3 million, providing multi-year revenue visibility.
Intuitive Machines, Inc. reported strong top-line growth for the quarter ended March 31, 2026, driven by its acquisition of Lanteris Space Holdings. Total revenue reached $186.7 million, up from $62.5 million a year earlier, with product revenue of $141.6 million primarily from Lanteris.
The company posted an operating loss of $39.2 million and a net loss attributable to the company of $37.4 million, or $(0.25) per share, as higher cost of revenue, depreciation, amortization and general and administrative expenses offset revenue gains. Cash used in operating activities was $54.8 million.
Total assets increased to $1.72 billion, reflecting the $851.0 million Lanteris acquisition, which added significant goodwill and intangibles. Liquidity included $231.6 million in cash and cash equivalents, a $175.0 million equity raise at $15.12 per share, and $345.0 million of 2.500% convertible notes due 2030. Remaining fixed-price performance obligations were $792.3 million, providing multi-year revenue visibility.
Intuitive Machines, Inc. disclosed a definitive agreement for its subsidiary to acquire Goonhilly Earth Station and related U.S. operations for UK consideration of £37,000,000, split equally between cash and 960,649 Class A shares, plus a £592,621.50 escrow. Closing depends on UK national security clearance, FCC approval, completion of a U.S. reorganization, and specified property, environmental, and employee-benefit conditions within six months of the SPA.
The company also reported strong first-quarter 2026 results. Revenue reached $186.7 million, nearly three times the prior year, driven by the recently closed $800 million Lanteris acquisition and ongoing NASA and defense work. Adjusted EBITDA turned positive at $2.7 million, and contracted backlog climbed to $1.055 billion, an $842.4 million increase including $612.8 million from Lanteris. Management reaffirmed an outlook for 2026 revenue of $900 million to $1 billion and positive full-year Adjusted EBITDA.
Intuitive Machines, Inc. disclosed a definitive agreement for its subsidiary to acquire Goonhilly Earth Station and related U.S. operations for UK consideration of £37,000,000, split equally between cash and 960,649 Class A shares, plus a £592,621.50 escrow. Closing depends on UK national security clearance, FCC approval, completion of a U.S. reorganization, and specified property, environmental, and employee-benefit conditions within six months of the SPA.
The company also reported strong first-quarter 2026 results. Revenue reached $186.7 million, nearly three times the prior year, driven by the recently closed $800 million Lanteris acquisition and ongoing NASA and defense work. Adjusted EBITDA turned positive at $2.7 million, and contracted backlog climbed to $1.055 billion, an $842.4 million increase including $612.8 million from Lanteris. Management reaffirmed an outlook for 2026 revenue of $900 million to $1 billion and positive full-year Adjusted EBITDA.
Intuitive Machines, Inc. insider entities associated with Dr. Kamal Ghaffarian reported a mix of sales and conversions involving the company’s stock and units. On May 4, 2026, Ghaffarian Enterprises, LLC sold a total of 141,909 shares of Class A Common Stock in open-market transactions under a pre-arranged Rule 10b5-1 plan, at weighted average prices around $25 per share, across price ranges from $24.22 to $25.86.
On the same date, they also converted 141,909 Common Units of Intuitive Machines, LLC (and an equal number of shares of Class C Common Stock) into 141,909 shares of Class A Common Stock, with the related Class C shares automatically cancelled for no consideration. The filing states that Dr. Ghaffarian may be deemed to share beneficial ownership through GM Enterprises, LLC and Ghaffarian Enterprises, LLC but disclaims beneficial ownership except to the extent of his pecuniary interest.
Voya Financial filed a Schedule 13G reporting beneficial ownership of 8,655,139 shares (5.4%) of Intuitive Machines, Inc. Class A common stock. The filing states Voya has sole power to vote 5,288,886 shares and sole dispositive power over 8,655,139 shares. Voya files as the ultimate parent of subsidiary holders and the form is signed by Mark Sides, SVP, Chief Compliance and Deputy General Counsel.
BlackRock, Inc. filed an amendment reporting beneficial ownership of 9,379,575 shares of Intuitive Machines, Inc. Class A common stock, representing 5.9% of the class. The filing shows sole voting power for 9,207,035 shares and sole dispositive power for 9,379,575 shares. The schedule is signed by Spencer Fleming on 04/27/2026.
Intuitive Machines, Inc. director and significant holder Dr. Kamal Ghaffarian, through affiliated entities, reported a series of transactions in Class A and Class C equity on April 20, 2026. Ghaffarian Enterprises, LLC sold a total of 141,909 shares of Class A Common Stock in open-market transactions at weighted average prices between $27.74 and $29.51, executed under a pre-arranged Rule 10b5-1 plan adopted on December 4, 2025.
On the same date, 141,909 shares of Class C Common Stock were surrendered to the issuer for no consideration and an equal number of Common Units were redeemed into 141,909 shares of Class A Common Stock, reflecting a one-to-one redemption feature between Common Units and Class A shares. After these transactions, entities associated with Dr. Ghaffarian continued to hold large positions, including millions of Common Units, Class C shares and 3,494,768–3,636,677 shares of Class A Common Stock indirectly, plus 146,092 Class A shares directly.