Intuitive Machines (LUNR) Q2 FY26 earnings call

Intuitive Machines delivered a strong quarter, marked by record bookings and significant revenue growth, driven by strategic acquisitions and diversification across civil, commercial, and national security space. The company is investing in production capacity and infrastructure to support its expanding backlog and transition to an integrated space prime capable of building, connecting, and operating space infrastructure. While investments led to increased near-term cash usage, management remains confident in its full-year revenue and positive adjusted EBITDA outlook.