Intuitive Machines (LUNR) reported third-quarter 2026 revenue of $269.3 million, compared with $52.4 million a year earlier. The company recorded a net loss of $3.4 million, or $0.02 per Class A share on both a basic and diluted basis.
Cash provided by operating activities was $66.2 million during the quarter, while cash and cash equivalents totaled $463.8 million at September 30. Intuitive Machines reaffirmed full-year 2026 revenue guidance of $920 million to $950 million.
- Quarterly revenue included $215.1 million in product revenue, $54.1 million in service revenue, and $0.1 million in grant revenue.
- Backlog was $1.87 billion at September 30, up from $213.1 million at year-end 2025.
- Operating loss was $34.2 million for the quarter.
- Capital expenditures totaled $32.7 million, and quarterly free cash flow was reported at $33 million.
- The company said it booked $450 million of new awards and acquired backlog during the quarter.
$LUNR Insider Trading Activity
$LUNR insiders have traded $LUNR stock on the open market 34 times in the past 6 months. Of those trades, 0 have been purchases and 34 have been sales.
Here’s a breakdown of recent trading of $LUNR stock by insiders over the last 6 months:
- INTERNATIONAL, L.P. ADVENT sold 11,495,514 shares for an estimated $147,602,399
- KAMAL SEYED GHAFFARIAN has made 0 purchases and 26 sales selling 1,231,576 shares for an estimated $27,571,227.
- TIMOTHY PRICE II CRAIN (SVP & Chief Technology Officer) has made 0 purchases and 5 sales selling 300,000 shares for an estimated $5,431,114.
- WILLIAM JOHN JR LIQUORI sold 18,321 shares for an estimated $547,248
- STEVEN VONTUR (See Remarks) sold 3,050 shares for an estimated $49,196
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$LUNR Hedge Fund Activity
We have seen 204 institutional investors add shares of $LUNR stock to their portfolio, and 132 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ADVENT INTERNATIONAL, L.P. added 22,991,028 shares (+inf%) to their portfolio in Q2 2026, for an estimated $491,778,088
- MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. added 6,822,991 shares (+inf%) to their portfolio in Q2 2026, for an estimated $145,943,777
- TWO SIGMA INVESTMENTS, LP added 4,846,745 shares (+535.2%) to their portfolio in Q2 2026, for an estimated $103,671,875
- TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA removed 3,066,430 shares (-94.5%) from their portfolio in Q2 2026, for an estimated $65,590,937
- TIDAL INVESTMENTS LLC added 3,013,162 shares (+inf%) to their portfolio in Q2 2026, for an estimated $64,451,535
- ALYESKA INVESTMENT GROUP, L.P. removed 2,645,940 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $56,596,656
- BLACKROCK, INC. added 2,225,738 shares (+22.2%) to their portfolio in Q2 2026, for an estimated $47,608,535
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
