Every 8-K that Intuitive Machines, Inc. (LUNR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow LUNR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LUNR filings page.
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., 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. held its Annual Meeting of Stockholders on June 4, 2026, where shareholders voted on board elections and auditor ratification. Two Class III directors, Dr. Kamal Ghaffarian and Stephen Altemus, were elected for terms expiring in 2029. Dr. Ghaffarian received 195,999,331 votes for and 22,328,731 votes against, with 28,971,750 broker non-votes, while Mr. Altemus received 207,762,049 votes for and 10,566,013 votes against, with the same broker non-votes. Shareholders also ratified Grant Thornton LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026, with 246,639,121 votes for, 280,218 against, and 380,473 abstentions.
Intuitive Machines, Inc. entered into a Sales Agreement connected to its effective Registration Statement on Form S-3, allowing the company to offer and sell Class A common stock from time to time through multiple agents for aggregate gross proceeds of up to $500.0 million. The shares will be sold under a base prospectus and a prospectus supplement filed on June 2, 2026, with offerings made only by means of that prospectus. Under the agreement, Intuitive Machines will pay the agents a commission of up to 3.0% of the per-share sales price and reimburse certain related expenses. The filing also notes customary representations, warranties and indemnification obligations between the company and the agents.
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. filed an amended report to provide full financial details for its $800 million acquisition of Lanteris Space Holdings LLC, completed on January 13, 2026. The deal consideration was $450 million in cash and $350 million in Class A common stock.
The amendment adds Lanteris’s audited 2025 and 2024 consolidated financial statements and unaudited pro forma condensed combined financial information. In 2025, Lanteris generated $601 million in revenue and a net loss of $3 million, with total assets of $919 million and member’s equity of $497 million.
Intuitive Machines reported fourth-quarter and full-year 2025 results showing rapid balance sheet expansion alongside continued losses. Revenue was $44.8M in Q4 and $210.1M for 2025, down from $228.0M in 2024, while Q4 gross margin improved to 19%.
The company posted a 2025 net loss of $106.8M and Adjusted EBITDA of $(64.2M), but ended the year with $582.6M in cash after issuing $335.5M of convertible notes and receiving significant warrant proceeds. Backlog was $213.1M at December 31, 2025. Management highlights a transformational period including the completed acquisition of KinetX, an $800M Lanteris Space Systems deal and a $175M strategic investment in early 2026. For 2026, the company targets revenue of $900M–$1B and positive Adjusted EBITDA.
Intuitive Machines, Inc. completed a private sale of Class A common stock to institutional investors, raising $175 million. The shares were priced at $15.12 per share, providing new equity capital to the company.
On the same date, the company entered into a Registration Rights Agreement with the investors. It must file a registration statement to allow resale of these shares by April 1, 2026, giving investors a path to sell their stock in the public market once registered.
Intuitive Machines, Inc. entered into a definitive securities purchase agreement for a $175 million strategic equity investment from institutional investors, selling Class A common stock at $15.12 per share in a private transaction exempt under Section 4(a)(2). Closing is subject to customary conditions and is expected on February 27, 2026. The company plans to use the capital to support revenue expansion and investment in technologies that advance satellite communications and in-space data processing, including extending recently acquired Lanteris Space Systems platforms and growing its Near Space Network Services to build a "solar system internet" and space-based data center capabilities.
Intuitive Machines, Inc. approved special cash transaction bonuses for two senior executives in connection with its previously disclosed acquisitions of KinetX, Inc. and Lanteris Space Holdings, LLC. The Board granted a $512,750 bonus to President and Chief Executive Officer Stephen Altemus and a $247,500 bonus to Senior Vice President and Chief Financial Officer Peter McGrath.
Intuitive Machines, Inc. has closed its acquisition of Lanteris Space Holdings LLC, paying approximately $403 million in cash and issuing 22,991,028 shares of Class A common stock valued at about $284 million to the seller. The stock portion was priced using a volume weighted average price of $12.34 per share for the ten trading days ended October 31, 2025.
The company granted the seller registration rights for the stock it received, including the ability to initiate up to three underwritten offerings. Intuitive Machines’ subsidiary became guarantor under Lanteris’ Orbital Receivables Purchase Facility, which permits ING Belgium NV/SA to purchase up to $250,000,000 of receivables through December 1, 2026, and ING consented to the change of control and waived related defaults. Stifel Bank also consented to the deal via a waiver that halts borrowing and covenant obligations under an existing loan and security agreement. Required financial statements and pro forma information for the acquisition will be filed by amendment.
Intuitive Machines (LUNR) agreed to acquire Lanteris Space Holdings LLC via a Purchase Agreement signed on November 3, 2025. The deal’s consideration includes $450 million in cash and newly issued Class A Common Stock valued at $350 million. The stock will be issued at $12.34 per share, based on the 10‑day VWAP ended October 31, 2025. The equity portion is capped at 19.99% of outstanding shares and voting power immediately prior to closing; any reduction in stock due to this cap increases the cash paid by the same amount.
Closing is subject to customary conditions, including expiration of the HSR waiting period, Nasdaq listing of the new shares, accuracy of representations, covenant compliance, and no material adverse effect. The Board unanimously approved the agreement, and no stockholder approval is required. Seller faces a lock‑up: 50% of the stock for 180 days and the remaining 50% for 365 days after closing. A Transitional Services Agreement will support post‑close operations. The stock consideration will be issued under Securities Act Section 4(a)(2), with a Registration Rights Agreement granting up to three underwritten offerings and piggyback rights. The agreement includes customary termination rights and an outside date of August 3, 2026 (with a 90‑day extension).