NYSE$SPCE

Virgin Galactic Holdings Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Virgin Galactic announced its second quarter 2025 financial results, reporting a significant decrease in revenue due to a pause in commercial spaceflights, while also showing improvements in net loss and operating expenses compared to the previous year.

Virgin Galactic reported a revenue of $0.4 million for Q2 2025, a substantial decrease from $4.2 million in Q2 2024, primarily due to the halt in commercial spaceflights to focus on Delta Class SpaceShips production. Despite this, the company reduced its net loss to $67 million from $94 million year-over-year, driven by lower operating expenses. The company maintains a strong cash position of $508 million and expects commercial service to resume in 2026.

  • Revenue for Q2 2025 was $0.4 million, a significant drop from $4.2 million in Q2 2024, attributed to the pause in commercial spaceflights.
  • Net loss improved to $67 million in Q2 2025, down from $94 million in Q2 2024, primarily due to reduced operating expenses.
  • GAAP total operating expenses decreased to $70 million from $106 million in the prior year's quarter, with non-GAAP total operating expenses also falling to $58 million from $95 million.
  • The company maintained a strong cash position with $508 million in cash, cash equivalents, and marketable securities as of June 30, 2025, and generated $56 million from common stock issuance.

Headline financials

Total Revenue

$406K

Previous: $4.22M-90.4%
EPS (adj)

-$1.47

Previous: -$4.36+66.3%
Adjusted EBITDA

-$52.2M

Previous: -$79M+34.0%
Capital Expenditures

$58.4M

Previous: $34.4M+69.6%
Net Cash Used in Ops

$55.4M

Previous: $79.1M-29.9%
Common Stock Proceeds

$56M

No prior period
Total Operating Expenses

$70.3M

Previous: $106M-33.6%
Non-GAAP OpEx

$58.5M

Previous: $94.5M-38.1%
Net Income

-$67.3M

Previous: -$93.8M+28.3%
Operating Income

-$69.9M

Previous: -$102M+31.3%

Revenue & EPS history

Virgin Galactic · Revenue · Quarterly

$406K

Q2 2025-90.4%vs Q2 2024
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

Virgin Galactic expects free cash flow for the third quarter of 2025 to be in the range of $(100) million to $(110) million. The company continues to target commercial spaceflight for 2026, with both research and private astronaut flights anticipated to begin in the fall of 2026.

Tailwinds

  • Commercial spaceflight remains on track for 2026.
  • Both research and private astronaut flights are expected to commence in the fall of 2026.
  • SpaceShip wing assembly and feather assembly are expected to be completed during Q4 2025.
  • SpaceShip fuselage is expected to be completed late Q4 2025 or early Q1 2026.
  • Feasibility study for a second spaceport in Italy is progressing.

Headwinds

  • Free cash flow for Q3 2025 is projected to be between $(100) million and $(110) million, indicating continued cash burn.
  • The company has not provided a reconciliation of forward-looking free cash flow to GAAP measures due to substantial uncertainty.
  • Future results may be materially affected by factors such as delays in commercial flights.
  • The ability to successfully develop and test next-generation vehicles involves time and costs.
  • Expected capital requirements and the availability of additional financing remain significant factors.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+0.0%

Avg return

Earnings day

-3.0%

Avg return

5 days after

-5.3%

Avg return

30 days after

49%

17 / 35 earnings

Positive

+41.1%

Q1 2025

Best reaction

-19.3%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.1%-13.2%
Q4 2025+13.1%+13.4%+9.7%
Q3 2025+10.6%+4.5%-2.1%
Q2 2025-9.8%-20.9%-14.8%
Q1 2025+41.1%+11.0%-10.4%
Q4 2024-0.3%-11.5%-21.6%
Q3 2024-8.7%+9.7%-5.8%
Q2 2024+6.6%+3.2%+3.5%
Q1 2024-3.4%-7.6%-19.6%
Q4 2023-1.7%-5.1%-16.9%
Q3 2023+6.9%+8.6%+33.9%
Q2 2023-7.5%-13.1%-41.1%
Q1 2023+2.2%-1.7%+0.7%
Q4 2022-14.0%+0.0%-26.2%
Q3 2022+8.6%+10.4%+13.5%
Q2 2022-18.1%-19.5%-30.7%
Q1 2022-17.7%-29.2%-15.7%
Q4 2021-3.7%+9.3%+15.8%
Q3 2021+7.0%-1.6%-16.8%
Q2 2021+8.4%+1.8%-21.1%
Q1 2021-7.6%-17.5%+79.3%
Q4 2020-19.3%-26.8%-35.8%
Q3 2020+5.5%+13.5%+59.4%
Q2 2020-7.7%-18.7%-23.8%
Q1 2020+10.9%+21.0%-4.9%
Q2 2019+18.3%+8.1%-30.0%
Q4 2019-16.2%-28.3%-50.2%
Q3 2019-4.7%-5.1%-10.1%
Q1 2019+0.0%+0.2%+0.0%
Q2 2018+0.1%+0.4%+1.0%
Q4 2018+0.1%+0.4%+1.0%
Q3 2018+0.5%+0.1%+0.6%
Q1 2018+0.1%-0.1%+0.4%
Q4 2017-0.2%+0.0%+0.4%
Q3 2017-1.3%-1.9%-1.9%

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