Intuitive Machines
Lunar lander and infrastructure. IM-1 first U.S. landing since Apollo (2024), IM-2 (2025). Active NSNS contract; Lanteris acquisition for next-gen space prime positioning.
FINANCIAL HEALTH
CAPITAL & CREDIT PROFILE
Reported fundamentals from SEC XBRL companyfacts. Derived figures carry their formula in the caption.
Latest quarter (Q1 ended 2026-03-31, filed 2026-05-15): revenue $183.6M · net income −$37.4M · cash $231.6M — SEC XBRL.
Source: USAspending.gov award obligations matched to this company. Obligations, not recognized revenue.
SCHEDULE CREDIBILITY
How well this operator historically meets its own projected dates — launch NETs, company-announced roadmap milestones, and forward-dated facility plans. 100 = says what it does. Discount forward guidance accordingly.
| Source | Events | Late (share) | Median slip | Median slip, late only | Sub-score | On-time allowance |
|---|---|---|---|---|---|---|
| Roadmap milestones | 2 | 1 (50%) | 73.5 d | 147 d | 60.2 | 30 d |
WORST SLIPS (RECEIPTS)
| Commitment | Source | Announced | Outcome | Slip |
|---|---|---|---|---|
| IM-2 mission to lunar south pole with NASA PRIME-1 drill (Intuitive Machines CLPS) completed | Roadmap milestones | 2025 | 2026-05-27 | 147 d |
SCI = 100 × Σ(event credit) ÷ N over the trailing 36 months (2023-07-30 → 2026-07-29). Event credit = 1.0 when the commitment met its announced date (launches: net NET slip < 1 day; roadmap milestones & facility plans: within 30 days of the announced target window — month/year-precision targets count the whole period as on-time), else 30 ÷ (30 + days late beyond that allowance). Sources are pooled, so each source weighs by its event count. Sources: launch NET-change log (LL2 ingest, tracked since 2026-04-17; flown launches in coverage + not-yet-flown launches already slipped ≥1 day; cancelled launches excluded), roadmap registry milestones (company-announced targets, verified provenance only; open milestones past target count as late by days-overdue), facility_plans rows with target_date after announced_at (filing-dated rows excluded). Confidence: high ≥20 events, medium ≥8, low ≥5; no score below 5 events. 100 = says what it does.
Window: 2023-07-30 → 2026-07-29 (36 months) · launch NET log live since 2026-04-17
FLEET & LAUNCH PARTNERS
Lunar lander services — does not operate launch vehicles. Primary launch partner: SpaceX (Falcon 9 for IM-1 / IM-2 missions).
RECENT DEALS & CONTRACTS
| Date | Type | Amount | Counterparty | Significance |
|---|---|---|---|---|
| Jun 15, 2026 | Ipo | — | — | High |
| Jun 08, 2026 | Spac Merger | — | — | High |
| Sep 30, 2025 | Contract Award | $3.6M | National Aeronautics and Space Administration, INTUITIVE MACHINES, LLC | Low |
SECTOR POSITION
RECENT COVERAGE
| Date | Source | Headline |
|---|---|---|
| Jul 28, 2026 | FAA Commercial Space Transportation | SPCX, RKLB, ASTS, LUNR In Focus — Trump Administration To Expedite Approvals For Commercial Rocket Launches |
| Jul 06, 2026 | SEC EDGAR | Intuitive Machines — 8-K filed 2026-07-06 |
| Jul 01, 2026 | NASASpaceFlight | NASA announces new lander contracts for Moon Base Phase One |
| Jul 01, 2026 | Payload Space | Exclusive: Lunar Forge Unveils Plans to Build Lunar Infrastructure Out of Dust |
| Jul 01, 2026 | Payload Space | NASA Praises Blue Origin’s Mishap Progress, Announces Moon Base Contracts |
REGISTRY DATA
Source: space_company_registry.json · Operator homepage → · NASA press release (Mar 27 2026) confirms Intuitive Machines' fifth CLPS task order ($180.4M IM-5) for lunar south pole delivery — establishes the operator's participation in the asteroid/lunar resour
METHODOLOGY
Launch history and subsystem outcomes aggregate from AstraVeris's launch_events table with Wilson 95% lower bounds on success rates. ARI scores come from the 11-factor composite (/finance/methodology/). Constellation counts derive from the live CelesTrak/GCAT object catalog. Gov contracts from USAspending.gov awards; private deals from deduplicated pipeline deal extraction. Absence of a row means "not tracked" — we never fabricate. See /methodology/ for the full data model and /data-licensing/ for licensing terms.
Not investment advice. For insurance underwriting, verify against primary-source filings and operator investigation reports.