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, Inc. reported sharply higher Q2 2026 revenue of $206.2M, up from $50.3M a year earlier, and $392.9M for the first six months versus $112.8M, driven largely by the January 2026 acquisition of spacecraft manufacturer Lanteris and new product revenue. Civil, commercial and national security customers are now more balanced, and fixed-price contracts represent 87% of year‑to‑date revenue.
Profitability remains weak. The company recorded a Q2 2026 net loss attributable to the company of $46.4M and a six‑month loss of $83.8M, both wider than 2025, with higher depreciation, R&D and general and administrative costs following acquisitions. Operating cash flow was $(111.9)M for the first half, and the Lanteris deal used $405.6M of cash and added $360.5M of goodwill and $297.0M of intangibles.
Liquidity is supported by $367.4M of cash and cash equivalents, a $345.0M convertible note due 2030, a $175.0M equity private placement, and $235.2M raised via a new $500M at‑the‑market program. Management states these resources should fund operations for at least 12 months. Remaining fixed‑price performance obligations total $814.7M, but several lunar missions are loss contracts, and there is credit exposure to EchoStar‑affiliated customers in Chapter 11.
Intuitive Machines, Inc. reported very rapid growth for the quarter ended June 30, 2026. Quarterly revenue reached $206.2 million, more than four times Q2 2025’s $50.3 million, driven by product revenue from spacecraft production plus CLPS, OMES and national security programs. For the first six months of 2026, revenue was $392.9 million versus $112.8 million a year earlier.
The company highlighted record demand, ending Q2 with a backlog of $1.8 billion, up from $213.1 million at December 31, 2025, including $612.8 million from the Lanteris acquisition and large new awards such as a contract of more than $600 million for three commercial GEO satellites. It booked $920 million of awards in Q2 and another $300 million quarter-to-date in Q3, and closed the Goonhilly Earth Station and COMSAT acquisition in August to expand its space-to-ground data network.
Profitability and cash flow remain pressured. Net loss attributable to Class A shareholders was $46.6 million in Q2 2026, with a basic and diluted loss per share of $0.29, and free cash flow for the first half was negative $145.8 million. Adjusted EBITDA improved to a loss of $13.8 million from a $25.4 million loss in Q2 2025. The company ended the quarter with $367.4 million of cash and cash equivalents and reaffirmed its outlook for full-year 2026 revenue of $900 million to $1.0 billion and positive full-year Adjusted EBITDA.
Intuitive Machines, Inc. insider entities led by Dr. Kamal Ghaffarian rebalanced holdings in LUNR on August 10, 2026. GM Enterprises, LLC and Ghaffarian Enterprises, LLC redeemed 267,448 Common Units of Intuitive Machines, LLC into an equal number of Class A shares, with the same number of Class C shares automatically cancelled. Ghaffarian Enterprises, LLC then sold 248,784 Class A shares at a weighted average price of $16.1338 and 18,664 shares at $16.6825, under a Rule 10b5-1 plan adopted on December 4, 2025. After these transactions, the entities associated with Dr. Ghaffarian held 34,362,449 Common Units and Class C shares in total and 3,494,768 Class A shares indirectly, while Dr. Ghaffarian also held 153,526 Class A shares directly.
Voya Financial, Inc. filed an amended Schedule 13G/A reporting its beneficial ownership of Class A common stock of Intuitive Machines, Inc. (LUNR). Voya reports beneficial ownership of 7,482,554 shares, representing 4.7% of the class as of June 30, 2026. Voya has sole voting power over 4,433,174 shares and sole dispositive power over all 7,482,554 shares, with no shared voting or dispositive power. The filing is made by Voya as the ultimate parent corporation of wholly owned subsidiaries listed on an accompanying exhibit.
Intuitive Machines, Inc., through its wholly owned subsidiary Intuitive Machines, LLC, completed the acquisition of Goonhilly Earth Station Limited and COMSAT LLC, expanding its ground station and deep space communications network in the United Kingdom and the United States.
Buyer acquired all membership interests of COMSAT LLC under a Membership Interest Purchase Agreement for a base cash purchase price of $10 million plus expense reimbursement, subject to cash, debt, working capital and capital expenditure adjustments, including a post-closing true-up. Under a separate Share Purchase Agreement, Buyer acquired all shares of Goonhilly Earth Station Limited for aggregate UK consideration of £37.0 million, split equally between cash and stock, including 960,649 shares of Class A common stock, subject to post-closing adjustments.
Goonhilly and COMSAT add major ground station assets and deep space communications capabilities, broadening Intuitive Machines’ space infrastructure services and customer base and supporting upcoming IM‑3 and Altus‑1 lunar-related missions.
Intuitive Machines, Inc. reports that entities associated with Kamal Ghaffarian converted 47,303 Common Units of Intuitive Machines, LLC into 47,303 shares of Class A Common Stock and sold those shares at a weighted average price of $13.2001 under a Rule 10b5-1 plan adopted by Ghaffarian Enterprises, LLC. The conversion also resulted in the cancellation of 47,303 shares of Class C Common Stock. After these transactions, GM Enterprises, LLC and Ghaffarian Enterprises, LLC together hold 34,629,897 Common Units and Class C shares and 3,494,768 Class A shares, while Dr. Ghaffarian also holds 153,526 Class A shares directly.
Intuitive Machines, Inc. major shareholder entities, including investment funds affiliated with Advent International and Galileo TopCo, Inc., reported a sale of 11,495,514 shares of Class A Common Stock on 2026-07-28 at $12.84 per share. After the transaction, 11,495,514 shares were reported as indirectly held through Galileo. Advent-affiliated funds indirectly own 78% of Galileo’s equity and may be deemed to beneficially own these shares but disclaim beneficial ownership beyond their pecuniary interests. The sale is not reported as made under a Rule 10b5-1 trading plan.
BlackRock, Inc. filed an amended ownership report for Intuitive Machines, Inc. Class A stock. As of June 30, 2026, BlackRock reported beneficial ownership of 11,080,219 Class A shares, representing 6.9% of the class. It reported 10,860,081 shares with sole voting power and 11,080,219 shares with sole dispositive power, with no shared voting or dispositive power.
The filing clarifies that these securities are held across certain BlackRock business units, and that various underlying clients have rights to dividends and sale proceeds, with no single underlying person holding more than five percent of Intuitive Machines’ outstanding common shares.
Intuitive Machines, Inc. reported that entities associated with director and 10% owner Dr. Kamal Ghaffarian redeemed 110,976 Common Units into the same number of Class A Common Stock and sold 110,976 Class A shares in the open market at a weighted average price of $15.6399 on July 13, 2026 under a Rule 10b5-1 trading plan. Following these transactions, Ghaffarian-related entities hold 3,494,768 shares of Class A Common Stock and an aggregate of 34,677,200 Common Units and shares of Class C Common Stock, while Dr. Ghaffarian also holds 153,526 Class A shares directly.
Bank of Nova Scotia reported beneficial ownership of 9,244,742 shares of Intuitive Machines, Inc. common stock, representing 5.6% of the class. The shares are reported with sole voting and sole dispositive power, with no shared voting or dispositive authority.
Bank of Nova Scotia files as a parent holding company under Rule 13d-1(b)(1)(ii)(g) and certifies that its foreign regulatory scheme is substantially comparable to that of functionally equivalent U.S. institutions. The certification is signed by Raj Sachdeva, Vice President, Head of GBM&T Compliance Canada.