Intuitive Machines

Positioning

Intuitive Machines is a US lunar-services company (Nasdaq) whose IM-1 was the first commercial lunar landing (February 2024), with IM-3 through IM-6 in the pipeline, posting record Q2-26 revenue of $206.2M (>4x YoY) and FY26 guidance of $900M-1B (adjusted-EBITDA positive but still GAAP loss-making). Its backlog jumped to $1.8B (8.5x in six months) largely through four acquisitions, and it received an ATP on a $600M+ multi-satellite communications program, though much of its headline growth is acquired (the Lanteris deal) rather than organic. It is acquiring Maxar (pending), which would transform it from lunar services into a bus manufacturer and orbital-data-center player.

Latest signals

• 17 Sept 2026SiriusXM placed its SXM-11 satellite into service.Via Satellite
• 14 Aug 2026Intuitive Machines wins a $600 million contract for three geostationary communications satellites.SpaceNews
• 30 Jul 2026Space Forge partnered with Intuitive Machines to develop an orbital semiconductor reactor and return vehicle.EE Times
• 23 Jul 2026Lunar Outpost is developing lunar rovers to carry sensor packages into difficult-to-explore terrain.TechCrunch
• 14 Jul 2026Lunar Outpost’s Lunar Voyage 3 will carry commercial and scientific payloads to the lunar surface.Payload

38 signals name Intuitive Machines. Members see all of them, filtered by topic, source and date.

Facts, with sources

• 1 Jan 2030NASA CLPS award IM-5, projected to launch in 2030Contract · SpaceNews
• 1 Jan 2030NASA selected Intuitive Machines for a mission to the lunar south polar regionContract · SpaceNews
• 1 Jan 2030NASA-selected mission to the lunar south polar regionContract · SpaceNews
• 1 Jan 2030CLPS award IM-5, projected to launch in 2030Contract · SpaceNews

195 facts on file. Members see all of them with the source link.

Scores, Space (of 10)

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

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