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.
LUNR filed a Form 144 notice listing proposed sales of Class A Common Stock and Class C Common Stock.
The excerpt names J.P. Morgan Securities LLC as an intermediary and records entries including 1135272, 23057374, and 159372567, plus a 03/24/2026 date and a note “Received in exchange for Pre-IPO shares.”
Intuitive Machines SVP & Chief Technology Officer Timothy Price Crain II exercised 150,000 Common Units into 150,000 shares of Class A Common Stock and cancelled 150,000 shares of Class C Common Stock in a corresponding issuer disposition. On the same date, he sold a total of 150,000 Class A shares in open-market transactions at weighted average prices ranging from approximately $16.93 to $18.81 per share, executed in multiple trades and reported in three price ranges. These sales were made under a pre-arranged Rule 10b5-1 trading plan adopted on September 16, 2025. Following the transactions, he holds 359,726 shares of Class A Common Stock directly and 8,870,615 Common Units.
Intuitive Machines, Inc. describes itself as a space infrastructure and services company focused on enabling sustained human and robotic activity beyond Earth. It builds spacecraft and landers, connects them through communications and data networks, and operates them as infrastructure across low Earth orbit, geostationary orbit, cislunar space, and deep space.
The company follows a “Build–Connect–Operate” and Moon‑first strategy, leveraging NASA’s Commercial Lunar Payload Services, Near Space Network awards, Lunar Terrain Vehicle work, and national security contracts such as Space Development Agency tracking layers. Recent acquisitions of KinetX and Lanteris expand satellite manufacturing, deep‑space navigation, and GEO communications capabilities.
Intuitive Machines highlights significant risks, including heavy dependence on U.S. government customers, high customer concentration, a history of net operating losses and potential capital needs, integration risks from acquisitions, launch and mission failures, supply‑chain constraints, cybersecurity threats, stringent export controls, and the emerging, uncertain nature of commercial cislunar and lunar markets.
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. filing an amendment to a beneficial ownership statement by Stephen Altemus reporting 12,840,952 shares of Class A Common Stock beneficially owned, representing 9.8% of the class as of February 9, 2026. The filing states the outstanding Class A share base used for the calculation was 131,696,997 shares as of the filing and that the holder's position includes 12,342,213 shares issuable upon conversion of Common Units and 35,000 shares underlying restricted stock units expected to vest within the next 60 days.
Intuitive Machines reports reported beneficial ownership by Timothy Crain totaling 9,121,598 shares of Class A Common Stock, representing 7.1%. The filing states this ownership is calculated as of February 9, 2026 based on 128,361,899 shares of Class A Common Stock outstanding as of the date of the filing. The position combines 79,483 shares held outright, 9,020,615 shares issuable upon conversion of Common Units, and 21,500 shares underlying restricted stock units expected to vest within the next 60 days. The Reporting Person discloses sole voting and dispositive power over 9,121,598 shares.
Altemus Stephen J reported open-market sale transactions in a Form 4 filing for LUNR. The filing lists transactions totaling 86,803 shares at a weighted average price of $16.01 per share. Following the reported transactions, holdings were 1,176,246 shares.
Jones Anna Chiara reported open-market sale transactions in a Form 4 filing for LUNR. The filing lists transactions totaling 16,779 shares at a weighted average price of $17.44 per share. Following the reported transactions, holdings were 209,200 shares.