NASDAQ$LUNR

Intuitive Machines Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Intuitive Machines reported its Q1 2025 results with $62.5 million in revenue and returned to profitability after a significant net loss in the prior year.

Intuitive Machines posted $62.5 million in revenue for Q1 2025, achieving positive net income of $975,000 and a gross margin of 11%. The company also generated $13.3 million in free cash flow, and ended the quarter with over $373 million in cash. Operational progress included key milestones for NASA contracts and strategic positioning for future lunar and defense missions.

  • Revenue reached $62.5 million in Q1, reflecting 14% growth versus Q4 2024.
  • Net income was $975,000, rebounding from a $118 million loss in Q1 2024.
  • Free cash flow was positive at $13.3 million, driven by milestone payments and gross margin expansion.
  • Ended Q1 with $373.3 million in cash, significantly strengthening the balance sheet.

Headline financials

Total Revenue

$62.5M

Previous: $73.1M-14.4%
EPS (adj)

-$0.14

Previous: -$2.70+94.8%
Contracted Backlog

$272M

Previous: $328M-17.1%
Capital Expenditures

-$6.12M

Previous: -$1.59M-285.5%
Net Income

$975K

Previous: -$98.3M+101.0%
Operating Income

-$10.1M

Previous: -$5.4M-86.6%
Gross Profit

$6.7M

Previous: -$60.9M+111.0%

Revenue & EPS history

Intuitive Machines · Revenue · Quarterly

$62.5M

Q1 2025-14.4%vs Q1 2024
Beat estimate in 3 of 11 quarters(27%)
ActualEstimate

Revenue by segment

Intuitive Machines · $184M total across 3 segments · Q1 2026

  • Civil
    $71.7M
  • Commercial
    $61.1M
  • National Security
    $50.9M

Forward guidance

Intuitive Machines reaffirmed its full-year 2025 revenue outlook and expects to achieve positive adjusted EBITDA run-rate by year-end, positioning for full-year profitability in 2026.

Tailwinds

  • Full-year 2025 revenue outlook remains $250–$300 million
  • Anticipates positive adjusted EBITDA run-rate by end of 2025
  • 2026 is expected to show full-year positive adjusted EBITDA
  • Continued progress on NASA contracts and future lunar missions
  • Diversification into national security and non-lunar domains

Headwinds

  • Backlog declined by $56 million compared to December 2024
  • Ongoing losses in operating income, totaling -$10.1 million in Q1
  • No non-GAAP EPS provided, limiting adjusted profitability visibility
  • Significant fair value adjustments impacted reported earnings
  • Slight delay in contract asset recognition impacts near-term revenue

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 14 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+2.3%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+2.1%

Avg return

30 days after

67%

10 / 15 earnings

Positive

+22.4%

Q1 2025

Best reaction

-17.1%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.6%-8.8%-25.3%
Q4 2025+4.5%-1.0%+52.3%
Q3 2025+10.3%+1.2%+38.2%
Q2 2025-4.3%-0.4%-19.1%
Q1 2025+22.4%+30.1%+14.6%
Q4 2024-0.2%-12.5%-9.1%
Q3 2024+5.7%+6.8%-0.6%
Q2 2024-3.5%+6.5%+53.2%
Q1 2024-14.0%-15.3%-33.6%
Q4 2023+14.1%+27.2%-7.2%
Q3 2023+6.7%+4.9%+1.8%
Q2 2023-17.1%-41.3%-50.2%
Q1 2023+7.2%+3.9%+15.7%
Q1 2022+0.1%+0.1%+0.9%
Q4 2021+0.3%+0.3%-0.2%

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