Intuitive Machines, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Intuitive Machines, Inc.
10.70
+3.60%
vs ±12.8% implied · ×0.28
shaded = implied · ▲▼ = realized
Intuitive Machines has 12 disclosed suppliers and 26 disclosed customers in SEC filings.
SentenceFor the years ended December 31, 2025 and 2024, approximately 78% and 90% of our revenues, respectively, came from one major customer.
basisLUNR FY2025 revenue $210M
LUNR 10-Kaccession 0001628280-26-019865
SentenceIn addition, under Infrastructure as a Service, our Moon Reusable Autonomous Crewed Exploration Rover ("RACER") is being developed for the LTV contract through a global partnership team including, AVL, Boeing, Fugro, Michelin, Northrop Grumman, and Roush.
LUNR 10-Kaccession 0001844452-25-000023
SentenceIn addition, under Infrastructure as a Service, our Moon Reusable Autonomous Crewed Exploration Rover ("RACER") is being developed for the LTV contract through a global partnership team including, AVL, Boeing, Fugro, Michelin, Northrop Grumman, and Roush.
LUNR 10-Kaccession 0001844452-25-000023
SentenceFor Data Transmission Services we support our LDN network with various partners, including CesiumAstro and CSIRO.
LUNR 10-Kaccession 0001844452-25-000023
SentenceFor Data Transmission Services we support our LDN network with various partners, including CesiumAstro and CSIRO.
LUNR 10-Kaccession 0001844452-25-000023
SentenceIn addition, under Infrastructure as a Service, our Moon Reusable Autonomous Crewed Exploration Rover ("RACER") is being developed for the LTV contract through a global partnership team including, AVL, Boeing, Fugro, Michelin, Northrop Grumman, and Roush.
LUNR 10-Kaccession 0001844452-25-000023
SentenceUnder Delivery Services we partner with satellite communication companies, including Goonhilly to support our ground services and lunar missions.
LUNR 10-Kaccession 0001844452-25-000023
SentenceIn addition, under Infrastructure as a Service, our Moon Reusable Autonomous Crewed Exploration Rover ("RACER") is being developed for the LTV contract through a global partnership team including, AVL, Boeing, Fugro, Michelin, Northrop Grumman, and Roush.
LUNR 10-Kaccession 0001844452-25-000023
SentenceIn addition, under Infrastructure as a Service, our Moon Reusable Autonomous Crewed Exploration Rover ("RACER") is being developed for the LTV contract through a global partnership team including, AVL, Boeing, Fugro, Michelin, Northrop Grumman, and Roush.
LUNR 10-Kaccession 0001844452-25-000023
SentenceIn addition, under Infrastructure as a Service, our Moon Reusable Autonomous Crewed Exploration Rover ("RACER") is being developed for the LTV contract through a global partnership team including, AVL, Boeing, Fugro, Michelin, Northrop Grumman, and Roush.
LUNR 10-Kaccession 0001844452-25-000023
SentencePrior to commencing missions, we must complete internal integration activities as well as launch vehicle integration with our launch provider, SpaceX.
LUNR 10-Kaccession 0001844452-25-000023
SentenceOur network is secured by layered levels of protection including advanced architecture, enterprise-level endpoint and antivirus protection, and Splunk advanced Security Information & Event Management ("SIEM") control.
LUNR 10-Kaccession 0001844452-25-000023
SentenceOur lunar cargo delivery missions include commercial customers including, Columbia Sportswear Company, Nokia Corporation, Aegis Aerospace, AstroForge, Jeff Koons, International Lunar Observatory Association, Galactic Legacy Labs, Lonestar Data Holdings and Lunar Outpost.
LUNR 10-Kaccession 0001628280-26-019865
SentenceThis includes work on the JETSON Low Power project for the Air Force Research Laboratory (AFRL), the development of scalable reentry technologies, and federal engineering services contracts at various NASA centers.
LUNR 10-Kaccession 0001844452-25-000023
SentenceLanteris built JUPITER 3, a transformational Ultra High Density Satellite, for Hughes Network Systems to be designated EchoStar XXIV.
LUNR 10-Kaccession 0001628280-26-019865
SentenceIn 2025, Intuitive Machines received an indefinite delivery/indefinite quantity (IDIQ) contract from the Missile Defense Agency for the Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) program.
LUNR 10-Kaccession 0001628280-26-019865
SentenceIn September 2024, NASA awarded us a verification task order for NSN communication and navigation services for missions in the lunar region.
LUNR 10-Kaccession 0001844452-25-000023
SentenceIn 2023, we won our first significant award with the U.S. DoD Air Force Research Laboratory, the JETSON Low Power contract to design a stealth-like satellite, followed by the JETSON Stirling Technology Space Research Experiment ("START") contract.
LUNR 10-Kaccession 0001628280-26-019865
SentenceIn 2023, we won our first significant award with the U.S. DoD Air Force Research Laboratory, the $9.5 million JETSON Low Power contract.
LUNR 10-Kaccession 0001844452-25-000023
SentenceFor the years ended December 31, 2024 and 2023, approximately 90% and 74% of our revenues came from one major customer.
LUNR 10-Kaccession 0001844452-25-000023
SentenceIn addition, Lanteris manufactured a constellation of advanced high-resolution Earth-imaging satellites for Vantor Inc., using its 500-class spacecraft platform.
LUNR 10-Kaccession 0001628280-26-019865
Expected move
Inputs8Q avg ±11.3%·×0.07·cheap
straddle ±14.8%
spot 10.67exp Nov 13ATM strike 10.5ATM straddle 1.86IV 112%