10-Q
Quarterly report
✓ VerifiedIntuitive Machines' quarterly report shows $1.1 billion of contracted backlog, the completed Lanteris Space acquisition, and a $175.0 million institutional share sale at $15.12 during the quarter.
Filed May 15, 2026 · 17:39 ET
Summary
- Contracted backlog stood at $1.1 billion as of March 31, 2026, with active discussions to add government and commercial work.
- The company completed the acquisition of Lanteris Space Holdings on January 13, 2026.
- On February 27, 2026 the company sold 11,574,069 Class A shares at $15.12 for an aggregate $175.0 million, incurring $7.5 million of transaction costs.
- Total IM-3 mission estimated revenue under fixed-price contracts is $91.3 million, excluding $9.7 million of constrained variable consideration tied to a successful landing.
Key facts
- Backlog
- $1.1 billion
From the filing for Backlog
“we have $1.1 billion in contracted backlog”
- Equity raise
- $175.0 million at $15.12
From the filing for Equity raise
“11,574,069 shares of Class A Common Stock at a price of $15.12 per share for an aggregate purchase price of $175.0 million”
Why it mattersBacklog and fresh capital give the lunar program room, with mission-success clauses still gating a slice of revenue.
- Filed
- May 15, 2026
- Accepted
- 2026-05-14 21:39Z
- Period
- Mar 31, 2026
- Accession no.
- 0001628280-26-035236
- Size
- 12.0 MB
- Index
- Filing index
Documents
Read the original on EDGAR ↗- Exhibit 31111 KB
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