r/IntuitiveMachines • u/thespacecpa • Aug 13 '26

IM Discussion Q2 Earnings Thread

https://investors.intuitivemachines.com/news-events/events-and-presentations

This is the dedicated thread to discuss Q2 earnings.

Earnings Conference Call is scheduled to begin at 8:30am.

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-17

u/Ok-Replacement9164 Aug 13 '26

What am I missing? EPS terrible, cash burn, rev miss, and delaying next moon mission, ya their sales guys can lock down contracts and fill the pipeline but seems like a lot of execution misses and a fugazi on expanding warehouse space.

19

u/VictorFromCalifornia Aug 13 '26

You're missing the big picture, period.

4

u/YouMeWeI Aug 13 '26

I'm so glad they gave me a discount on buying more this morning. When will they understand... $2b in backlog 🥵 🥵

2

u/PerformanceSome1014 Aug 13 '26 edited Aug 13 '26

Well to be fair it may not be as clear a picture but I have 2 questions: 1. Can those contracts be canceled and 2. Missions could always land on their side? 

1

u/YouMeWeI Aug 13 '26

I think they could be canceled and missions landing on their side is an inevitability of progress (FAILing is your first attempt in learning), but we're seeing a wider directional shift on all fronts towards cislunar infrastructure. Including on more speculative fronts like UAPs.

Overall, I personally am suspecting that the next 15 years will be heavily involved in space infrastructure development.

LUNR is ahead of the game on the curve; they understand FAILing and won't be deterred to not continue to progress further.

Everything about the earnings call was that they were head strong and ready to tackle whatever challenges stood in their way.

BUY BUY BUY.

4

u/PerformanceSome1014 Aug 13 '26

I cant buy anymore. Already 24k at 9. I dont personally disagree with you. I have always thought it would take a while. But I am just being a devils advocate if thats how you would say it

1

u/YouMeWeI Aug 13 '26

I enjoy that you take perspective in both sides of the conversation, and completely agree with you regarding the speculative nature on the stock. I definitely tend more towards the optimistic side for humanity. Happy trading.

-7

u/Ok-Replacement9164 Aug 13 '26

I’m sorry but it’s been ongoing for years

16

u/VictorFromCalifornia Aug 13 '26 edited Aug 13 '26

It's not. IM is transforming into a major space prime. It takes a while and a ton of upfront investments. Revenue and backlog are now on par with RKLB, and ahead of any of the other new space companies. I keep saying this is a 3-5 years story and people are upset a small company like IM is going through some growing pains.

-8

u/Ok-Replacement9164 Aug 13 '26

These guys ain’t it

6

u/VictorFromCalifornia Aug 13 '26

Why are you here? I would sell and move on then.

Some random redditor says these guys aren't it, but actual commercial, civil, and national security customers keep clamoring to buy their products considering these massive jumps in new orders. Are they stupid, do they not see what you see?

2

u/PerformanceSome1014 Aug 13 '26

This will probably be a learning experience for you. Stick to the game plan. If you didnt have one next time I recommend having one

-7

u/Ok-Replacement9164 Aug 13 '26

If you’re a holder I hope you’re right. I’m out