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 insider entities rebalanced their holdings through a planned conversion-and-sale. On June 1, 2026, Ghaffarian Enterprises, LLC exercised 141,909 Common Units of Intuitive Machines, LLC into an equal number of Class A Common Stock, while a corresponding number of Class C Common Stock was cancelled for no consideration, consistent with the one-for-one redemption structure.
On the same date, Ghaffarian Enterprises, LLC executed open-market sales totaling 141,909 Class A shares at weighted average prices ranging from about $37.845 to $43.38, under a Rule 10b5-1 plan adopted on December 4, 2025. Footnotes state that after these transactions, GM Enterprises, LLC and Ghaffarian Enterprises, LLC together hold over 35 million Common Units and Class C shares plus millions of Class A shares, and that Dr. Kamal Ghaffarian may be deemed to share beneficial ownership through these entities but disclaims ownership beyond his pecuniary interest.
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. filed a prospectus supplement registering an at‑the‑market offering to sell up to $500,000,000 of Class A Common Stock under a Sales Agreement with a syndicate of agents. Sales may occur from time to time at prevailing market prices on Nasdaq (symbol LUNR) or by other permitted methods.
The company may pay the Agents up to 3.0% of gross proceeds as compensation and estimates offering expenses of approximately $619,050. Net proceeds are intended to be used to purchase a corresponding number of OpCo Common Units from the Operating Company, which will use those funds for general corporate purposes.
Intuitive Machines, Inc. filed a shelf registration on to permit the sale of shares of its Class A Common Stock from time to time after the registration statement becomes effective. The prospectus states proceeds, unless otherwise set forth in a supplement, are intended to be used to purchase an equivalent number of OpCo Common Units from the Operating Company.
The prospectus describes the general terms of the Class A Common Stock, the company’s capital structure (including authorized shares of 725,000,000), certain outstanding warrants and preferred-series terms, and incorporates the company’s SEC reports by reference. Sales will be made in amounts, at prices and on terms to be set forth in one or more prospectus supplements.
Intuitive Machines, Inc. director Michael Blitzer entered a prepaid variable share forward contract on 1,608,000 shares of Class A common stock. He received an upfront cash payment of approximately $44.5 million in exchange for agreeing to deliver up to 1,608,000 shares or an equivalent cash amount at settlement.
The number of shares or cash owed in May 2028 will depend on the volume-weighted average share price. If the price is at or below the Floor Price of $31.2541, he will deliver the full 1,608,000 shares. Between the Floor Price and the Cap Price of $40.3279, the delivery amount will vary. Above the Cap Price, he will deliver a minimum of 1,246,200 shares, not exceeding 1,608,000. He retains beneficial ownership and voting rights on these shares unless he elects physical settlement.
Intuitive Machines, Inc. insider entities associated with director and ten percent owner Kamal Ghaffarian reported a pre-planned conversion-and-sale transaction in Class A Common Stock. On May 18, 2026, they converted 141,909 Common Units of Intuitive Machines, LLC into 141,909 shares of Class A Common Stock at a stated price of $0.00 per unit, with an equal number of shares of Class C Common Stock cancelled for no consideration. Ghaffarian Enterprises, LLC then sold 141,909 Class A shares in multiple open-market transactions at weighted average prices ranging from about $33.27 to $37.99 per share pursuant to a Rule 10b5-1 trading plan adopted on December 4, 2025. After these transactions, Dr. Ghaffarian holds 146,092 Class A shares directly, while GM Enterprises, LLC holds 2,241,121 Common Units and shares of Class C Common Stock, and Ghaffarian Enterprises, LLC holds 32,972,782 Common Units and shares of Class C Common Stock and 3,494,768 Class A shares.
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. 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.