Intuitive Machines (LUNR) reported second-quarter 2026 revenue of $206.2 million, compared with $50.3 million a year earlier. The company posted a net loss of $62.8 million, or $0.29 per Class A share on both a basic and diluted basis.
The company ended June with $367.4 million in cash and cash equivalents and backlog of $1.76 billion. It maintained full-year 2026 revenue guidance of $900 million to $1 billion.
- Q2 product revenue was $166.7 million, service revenue was $36.7 million, and grant revenue was $2.8 million.
- Q2 bookings totaled $920 million, with an additional $300 million of awards reported in third-quarter-to-date activity.
- Backlog rose from $213.1 million at December 31, 2025, to $1.76 billion at June 30, 2026.
- Adjusted EBITDA was a loss of $13.8 million in the quarter.
- Intuitive Machines completed the Goonhilly Earth Station and COMSAT acquisition in August.
$LUNR Insider Trading Activity
$LUNR insiders have traded $LUNR stock on the open market 44 times in the past 6 months. Of those trades, 0 have been purchases and 44 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 32 sales selling 1,702,908 shares for an estimated $39,879,695.
- TIMOTHY PRICE II CRAIN (SVP & Chief Technology Officer) has made 0 purchases and 6 sales selling 308,447 shares for an estimated $6,111,927.
- STEPHEN J ALTEMUS (Chief Executive Officer) has made 0 purchases and 2 sales selling 100,554 shares for an estimated $1,714,089.
- PETER MCGRATH (SVP and CFO) sold 24,554 shares for an estimated $579,670
- WILLIAM JOHN JR LIQUORI sold 18,321 shares for an estimated $547,248
- ANNA CHIARA JONES (SVP, CLO & Corporate Secretary) sold 4,911 shares for an estimated $115,938
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 207 institutional investors add shares of $LUNR stock to their portfolio, and 115 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. added 6,822,991 shares (+inf%) to their portfolio in Q2 2026, for an estimated $145,943,777
- CITADEL ADVISORS LLC added 3,610,261 shares (+10062.6%) to their portfolio in Q1 2026, for an estimated $67,006,444
- TEMA ETFS LLC added 3,102,854 shares (+139768.2%) to their portfolio in Q2 2026, for an estimated $66,370,047
- 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
- BLACKROCK, INC. added 2,225,738 shares (+22.2%) to their portfolio in Q2 2026, for an estimated $47,608,535
- DEFIANCE ETFS, LLC added 2,085,244 shares (+inf%) to their portfolio in Q1 2026, for an estimated $38,702,128
- LMR PARTNERS LLP added 1,984,126 shares (+inf%) to their portfolio in Q1 2026, for an estimated $36,825,378
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.
