LUNR at a glance
Intuitive Machines, Inc. (LUNR, SEC CIK 1844452) filed its latest 10-K annual report on March 19, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on August 13, 2026 and Form 4 insider filings as recently as September 22, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Intuitive Machines, Inc. (LUNR) reported revenue of $207.1 million (down 9.2% from FY2024) and a net loss of $83.3 million. Diluted EPS was -$0.73.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding Intuitive Machines, Inc. (LUNR) shares worth $1.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Crain Timothy Price II on September 21, 2026 of 50,000 shares at $15.05 per share.
- In the last 90 days, LUNR insiders reported 0 open-market purchases ($0) and 14 open-market sales ($160.4M) on Form 4, a net sale of $160.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $207.1M
- −9.2% vs prior year
- Insiders · 90 days
- 0 buys · 14 sells
- Net −$160.4M
- 13F holders
- 34 funds
- $1.3B · +2 vs prior quarter
- Latest 8-K
- Aug 13, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $206.2M vs $50.3M YoY, up $155.9M
- Product revenue $166.7M, best-performing line; service revenue $36.7M vs $50.3M
- Multi-satellite award valued above $600.0M, adding three geostationary satellites
- Goonhilly acquisition consideration £37.0M, split equally between cash and stock
- Headwinds: EchoStar bankruptcy exposure, inflation, tariffs, government shutdowns and funding uncertainty
Risk Factors
- New risk: Goonhilly acquisition completed August 3, 2026, adding UK operating and integration exposures
- Regulatory risk: UK noncompliance could trigger civil penalties, lawsuits, or license revocation
- Operational risk: Goonhilly integration may strain management resources and internal controls
- Financial risk: Foreign currency fluctuations and UK restrictions could limit cash repatriation
AI summary of the LUNR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results released August 13, 2026, covering the quarter ended June 30, 2026
- Full financial results and management commentary furnished in Exhibit 99.1
Item 1.01: Entry into a Material Definitive Agreement
- Intuitive Machines acquired COMSAT LLC, expanding its Goonhilly transaction to include U.S. operations
- Base cash purchase price of $10 million, plus expense reimbursement
Item 7.01: Regulation FD Disclosure
- Item 7.01 indicates Regulation FD disclosure, but the provided text contains only incorporation-by-reference and liability disclaimers
- No substantive business, financial, operational, or market-moving information appears in the excerpt
Item 8.01: Other Events
- Goonhilly Earth Station acquisition closed August 3, 2026, adding ground-station and satellite communications capabilities
- £37.0 million consideration split equally between cash and stock
Item EX-99.1: Item EX-99.1
- Completed acquisitions of Goonhilly and COMSAT, adding major UK and US deep-space ground infrastructure
- Expanded network increases lunar and deep-space communications capacity, including data transport and PNT services
Item 5.07: Submission of Matters to a Vote of Security Holders
- Kamal Ghaffarian and Stephen Altemus elected as Class III directors through 2029
- Altemus received 207,762,049 votes for versus 10,566,013 against
AI summaries of LUNR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LUNR
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- Fund moves. Which tracked funds opened, added or cut LUNR, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Crain Timothy Price II | D | Sep 21, 2026 | 50,000 | - |
| Crain Timothy Price II | M | Sep 21, 2026 | 50,000 | - |
| Crain Timothy Price II | Sell | Sep 21, 2026 | 50,000 | $15.05 |
| Crain Timothy Price II | M | Sep 21, 2026 | 50,000 | - |
| Crain Timothy Price II | Sell | Sep 18, 2026 | 98,500 | $13.97 |
| Crain Timothy Price II | Sell | Sep 18, 2026 | 1,500 | $14.85 |
| Crain Timothy Price II | M | Sep 18, 2026 | 100,000 | - |
| Crain Timothy Price II | D | Sep 18, 2026 | 100,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $79.5M | $228.0M | $207.1M |
| Operating Income | - | -$57.4M | -$87.2M |
| Net Income | $61.8M | -$283.4M | -$83.3M |
| Op. Margin | - | -25.2% | -42.1% |
| Net Margin | 77.7% | -124.3% | -40.2% |
| Balance Sheet | |||
| Total Assets | - | $355.4M | $757.2M |
| Equity | - | -$1.0B | -$755.0M |
| ROE | - | 28.1% | 11.0% |
| Per Share | |||
| EPS | $2.46 | $-4.63 | $-0.73 |
| Cash Flow | |||
| Operating CF | - | -$57.6M | -$14.3M |
| CapEx | $29.9M | $10.1M | $41.6M |
Source: XBRL data in Intuitive Machines, Inc. (LUNR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LUNR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $1.31B |
| Q1 2026 | 32 | $921.7M |
| Q4 2025 | 25 | $621.9M |
| Q3 2025 | 30 | $404.6M |
| Q2 2025 | 27 | $419.0M |
| Q1 2025 | 23 | $214.1M |
| Q4 2024 | 15 | $315.2M |
| Q3 2024 | 10 | $44.4M |
- Two Sigma Investments+4.85M (+535%)
- Vanguard Portfolio Management LLC+3.10M (+336%)
- BlackRock+2.23M (+22%)
- State Street Corp+1.97M (+25%)
- Renaissance Technologies LLC+1.79M (+93%)
- Citadel Advisors LLC−3.17M (-87%)
- D.E. Shaw & Co−1.17M (-19%)
- Millennium Management−1.07M (-43%)
- Bank of America Corp−116.5K (-6%)
- Goldman Sachs Group−102.0K (-7%)
- Truist Financial+19.0K
- Franklin Resources+11.0K
- Principal Financial Group+9.8K
- Blackstone Group−15.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 196 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LUNR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| 10-Q | Aug 13, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 12, 2026 | - | - | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 15, 2026 | - | - | - |
| SC 13G | Jul 15, 2026 | - | - | |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 8-K | Jun 8, 2026 | - | Analysis | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 10-Q | May 15, 2026 | Mar 31, 2026 | Analysis |
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LUNR SEC filings: frequently asked questions
Are LUNR insiders buying or selling?
In the last 90 days, Intuitive Machines, Inc. (LUNR) officers, directors and 10% owners reported no open-market purchases and 14 open-market sales worth $160.4 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold LUNR stock?
As of June 30, 2026, the largest Intuitive Machines, Inc. (LUNR) holders among the 13F filers tracked by SignalX were BlackRock ($261.7 million), State Street Corp ($213.1 million), Vanguard Capital Management LLC ($132.2 million), Two Sigma Investments ($123.0 million), D.E. Shaw & Co ($106.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LUNR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Intuitive Machines, Inc. (LUNR) reported revenue of $207.1 million (down 9.2% from FY2024) and a net loss of $83.3 million. Diluted EPS was -$0.73. The figures come from the XBRL data in the 10-K.
What did LUNR report in its latest 8-K?
Intuitive Machines, Inc. (LUNR) filed an 8-K on August 13, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results released August 13, 2026, covering the quarter ended June 30, 2026.
What are the latest LUNR SEC filings?
Intuitive Machines, Inc. (LUNR) filed its latest 10-K annual report on March 19, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on August 13, 2026 and a Form 4 insider filing on September 22, 2026.
What is LUNR's SEC CIK number?
Intuitive Machines, Inc. (LUNR)'s SEC Central Index Key (CIK) is 1844452. EDGAR lists every LUNR filing under that number.
Ask anything about LUNR
The research agent reads LUNR's filings, financials, insider trades and 13F holders, then answers with sources.