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. (LUNR) reported that SVP & Chief Technology Officer Timothy Price Crain II converted a total of 150,000 Common Units of Intuitive Machines, LLC into 150,000 shares of Class A Common Stock on September 18 and September 21, 2026, with an equal number of Class C shares automatically cancelled for no consideration. On the same dates he sold 150,000 Class A shares in open-market transactions at weighted average prices of $13.97, $14.85 and $15.05 per share, all under a Rule 10b5-1 plan adopted on September 16, 2025.
Intuitive Machines, Inc. (LUNR) is the issuer of Class A Common Stock that may be sold for the account of Timothy Price Crain under Rule 144. The notice covers 150,000 units of Class A Common Stock, to be exchanged from pre-IPO shares and sold through J.P. Morgan Securities LLC on NASDAQ.
Intuitive Machines, Inc. (LUNR) reports that entities associated with director and ten percent owner Kamal Ghaffarian converted a total of 96,304 Common Units of Intuitive Machines, LLC into an equal number of Class A Common shares on September 8–9, 2026, with corresponding Class C shares automatically cancelled. On those dates, Ghaffarian Enterprises, LLC sold 96,304 Class A shares in multiple transactions at weighted-average prices around $15–$16 per share under a Rule 10b5-1 trading plan adopted on December 4, 2025. After these transactions, Dr. Ghaffarian holds 153,526 Class A shares directly and, through GM Enterprises, LLC and Ghaffarian Enterprises, LLC, interests in 2,241,121 and 31,883,115 Common Units and Class C shares, respectively, plus 3,494,768 Class A shares, while he disclaims beneficial ownership except to the extent of his pecuniary interest.
Intuitive Machines, Inc. (LUNR) reported that Chief Accounting Officer and Controller Steven Vontur sold 3,050 shares of Class A Common Stock on 2026-08-27 at $16.13 per share. According to the company’s disclosure, these shares were sold to cover tax withholding obligations related to the vesting of restricted stock units and did not represent a discretionary trade. After this transaction, Vontur directly held 113,997 shares of Class A Common Stock.
Intuitive Machines, Inc. (LUNR) is the issuer for a proposed sale of its Class A common stock under Rule 144. Steven J. Vontur, through Fidelity Brokerage Services LLC, has filed to sell 3,050 Class A shares, which arose from restricted stock vesting on 08/24/2026, including shares to cover related tax obligations.
Intuitive Machines, Inc. (LUNR) reported insider activity involving entities associated with director and ten percent owner Kamal Seyed Ghaffarian. On 2026-08-24, 141,909 Common Units of Intuitive Machines, LLC held indirectly were redeemed on a one-for-one basis into 141,909 shares of Class A Common Stock, and the corresponding 141,909 shares of Class C Common Stock were cancelled and disposed to the issuer for no consideration. Ghaffarian-related entities then sold a total of 141,909 Class A shares in open-market transactions at weighted average and per-share prices in the mid-$16 to high-$17 range pursuant to a pre-established Rule 10b5-1 plan, while continuing to hold substantial Common Units, Class C, and Class A shares as disclosed in the footnotes.
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.