← Intuitive Machines overview

Intuitive Machines vs Parsons: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Intuitive Machines Inc. (LUNR)

Q3 2026
▲3▼1

Intuitive Machines wins big contracts but losses widen

  • Record contract wins and backlog Intuitive Machines won a $148.3M NASA lunar lander contract, an 18-spacecraft missile defense deal, and a $600M+ satellite program, pushing backlog to a record $1.8B. These wins show strong demand for its space services.

    New contract awards are a key positive driver for the stock.

  • Revenue surges over 300% Revenue jumped over 300% year-over-year to $206M, with record bookings of $1.7B. This rapid growth signals strong execution and expanding market opportunities.

    Revenue growth is a fundamental positive for the company's outlook.

  • Q2 earnings miss and widening losses Q2 missed forecasts with a $0.29 per-share loss, net losses nearly doubled to $46.4M, and the company remains unprofitable with a $47M operating loss and $14M adjusted EBITDA loss. Profitability concerns weigh on sentiment.

    Financial losses are a major negative factor affecting investor confidence.

  • Analyst endorsement as top space bet Analysts view LUNR as a top space-economy bet versus SpaceX, highlighting its unique position and growth potential. This positive sentiment can attract investors.

    Analyst recommendations can influence stock demand and price.

September 2026
▲3▼1

Intuitive Machines wins new defense and satellite deals, but losses persist

  • Missile defense contract win Intuitive Machines won a contract to supply 18 spacecraft platforms for a U.S. missile defense program, expanding its national security business. This adds a new revenue stream and strengthens its position in defense, which investors see as a long-term growth driver.

    This is a new contract award that directly boosts future revenue potential and backlog.

  • $600M satellite program award An undisclosed customer authorized a multi-satellite communications program worth over $600 million using Intuitive Machines' IM 1300 platform. This pushed backlog to a record $1.8 billion, showing strong demand for its satellite manufacturing services.

    This is a major new contract that significantly increases backlog and validates its satellite platform.

  • Record bookings and revenue surge The company reported record bookings of $1.7 billion this year, including $1.2 billion in the second quarter alone, and revenue jumped over 300% year-over-year to $206 million. This shows rapid growth and strong customer demand.

    This provides concrete evidence of accelerating business momentum and demand.

  • Ongoing losses despite growth Despite the revenue surge, Intuitive Machines posted an operating loss of $47 million and an adjusted EBITDA loss of $14 million in the second quarter. This shows the company is still unprofitable, which weighs on investor sentiment and raises questions about future profitability.

    This is a key counterweight: strong growth but no profits yet, which can pressure the stock.

Latest
▲3▼1

Intuitive Machines wins new defense and satellite deals, but losses persist

  • Missile defense contract win Intuitive Machines won a contract to supply 18 spacecraft platforms for a U.S. missile defense program, expanding its national security business. This adds a new revenue stream and strengthens its position in defense, which investors see as a long-term growth driver.

    This is a new contract award that directly boosts future revenue potential and backlog.

  • $600M satellite program award An undisclosed customer authorized a multi-satellite communications program worth over $600 million using Intuitive Machines' IM 1300 platform. This pushed backlog to a record $1.8 billion, showing strong demand for its satellite manufacturing services.

    This is a major new contract that significantly increases backlog and validates its satellite platform.

  • Record bookings and revenue surge The company reported record bookings of $1.7 billion this year, including $1.2 billion in the second quarter alone, and revenue jumped over 300% year-over-year to $206 million. This shows rapid growth and strong customer demand.

    This provides concrete evidence of accelerating business momentum and demand.

  • Ongoing losses despite growth Despite the revenue surge, Intuitive Machines posted an operating loss of $47 million and an adjusted EBITDA loss of $14 million in the second quarter. This shows the company is still unprofitable, which weighs on investor sentiment and raises questions about future profitability.

    This is a key counterweight: strong growth but no profits yet, which can pressure the stock.

July 2026
▲3▼1

NASA Wins Boost LUNR, But Q2 Loss and Revenue Miss Weigh

  • NASA contract wins Intuitive Machines won a $148.3 million NASA contract to deliver a lunar lander by 2028, its sixth task order under NASA's CLPS program. This adds to its backlog and shows it remains a key NASA partner, supporting future revenue growth.

    New contract award directly boosts LUNR's order book and validates its role in NASA's lunar plans.

  • Record revenue and $1.1B backlog Intuitive Machines reported record quarterly revenue of $186.7 million after acquiring Lanteris Space Systems, with a backlog of $1.1 billion. This shows strong demand and execution, supporting the bull case for future growth.

    New financial milestone demonstrates operational progress and growing scale.

  • Analyst sees LUNR as better bet than SpaceX Intuitive Machines was highlighted as a more attractive investment than SpaceX for the trillion-dollar space economy, with expected revenue surging from $210 million in 2025 to $1.39 billion by 2028. This positive analyst view can attract investor interest.

    New analyst endorsement provides a bullish narrative and potential demand for the stock.

  • Q2 earnings miss Intuitive Machines reported a wider-than-expected Q2 loss of $0.29 per share and revenue of $206.2 million, missing forecasts. Net losses nearly doubled to $46.4 million. This raises concerns about profitability and near-term financial performance.

    New earnings miss is a negative catalyst that pressures the stock price.

▲3▼1

NASA Wins Boost LUNR, But Q2 Loss and Revenue Miss Weigh

  • NASA contract wins Intuitive Machines won a $148.3 million NASA contract to deliver a lunar lander by 2028, its sixth task order under NASA's CLPS program. This adds to its backlog and shows it remains a key NASA partner, supporting future revenue growth.

    New contract award directly boosts LUNR's order book and validates its role in NASA's lunar plans.

  • Record revenue and $1.1B backlog Intuitive Machines reported record quarterly revenue of $186.7 million after acquiring Lanteris Space Systems, with a backlog of $1.1 billion. This shows strong demand and execution, supporting the bull case for future growth.

    New financial milestone demonstrates operational progress and growing scale.

  • Analyst sees LUNR as better bet than SpaceX Intuitive Machines was highlighted as a more attractive investment than SpaceX for the trillion-dollar space economy, with expected revenue surging from $210 million in 2025 to $1.39 billion by 2028. This positive analyst view can attract investor interest.

    New analyst endorsement provides a bullish narrative and potential demand for the stock.

  • Q2 earnings miss Intuitive Machines reported a wider-than-expected Q2 loss of $0.29 per share and revenue of $206.2 million, missing forecasts. Net losses nearly doubled to $46.4 million. This raises concerns about profitability and near-term financial performance.

    New earnings miss is a negative catalyst that pressures the stock price.

Q2 2026
▲2▼2

SpaceX IPO shakes space stocks; Intuitive Machines wins contracts but dilutes

  • SpaceX IPO splits space trade, LUNR drops over 20% SpaceX's record IPO has split the space sector: old aerospace names rose, but smaller space stocks like Intuitive Machines fell more than 20% as investors rotated into SpaceX. This competition for investor attention pressures LUNR's price.

    Explains a major new negative force on LUNR's price this period.

  • Wins $180.4M NASA lunar payload contract and LROC prime role Intuitive Machines won a $180.4 million NASA contract for lunar south pole payloads and became prime contractor for the Lunar Reconnaissance Orbiter Camera. This adds concrete backlog and validates its lunar services strategy, supporting future revenue.

    New contract wins directly boost demand and revenue outlook.

  • Expands lunar communications and navigation infrastructure The company is building lunar communications and navigation infrastructure to support future missions, leveraging its landing experience. This positions it in a foundational lunar value chain, potentially driving long-term growth.

    New technology expansion supports future revenue opportunities.

  • $500M share sale may have succeeded before price collapse Intuitive Machines announced a $500 million share sale on June 3, likely issuing about 12.5 million shares (7.8% dilution) before the stock fell 46%. The cash extends its runway but dilutes existing shareholders, weighing on the stock.

    Capital raise and dilution are key negative drivers for the stock.

June 2026
▲2▼2

SpaceX IPO shakes space stocks; Intuitive Machines wins contracts but dilutes

  • SpaceX IPO splits space trade, LUNR drops over 20% SpaceX's record IPO has split the space sector: old aerospace names rose, but smaller space stocks like Intuitive Machines fell more than 20% as investors rotated into SpaceX. This competition for investor attention pressures LUNR's price.

    Explains a major new negative force on LUNR's price this period.

  • Wins $180.4M NASA lunar payload contract and LROC prime role Intuitive Machines won a $180.4 million NASA contract for lunar south pole payloads and became prime contractor for the Lunar Reconnaissance Orbiter Camera. This adds concrete backlog and validates its lunar services strategy, supporting future revenue.

    New contract wins directly boost demand and revenue outlook.

  • Expands lunar communications and navigation infrastructure The company is building lunar communications and navigation infrastructure to support future missions, leveraging its landing experience. This positions it in a foundational lunar value chain, potentially driving long-term growth.

    New technology expansion supports future revenue opportunities.

  • $500M share sale may have succeeded before price collapse Intuitive Machines announced a $500 million share sale on June 3, likely issuing about 12.5 million shares (7.8% dilution) before the stock fell 46%. The cash extends its runway but dilutes existing shareholders, weighing on the stock.

    Capital raise and dilution are key negative drivers for the stock.

▲2▼2

SpaceX IPO shakes space stocks; Intuitive Machines wins contracts but dilutes

  • SpaceX IPO splits space trade, LUNR drops over 20% SpaceX's record IPO has split the space sector: old aerospace names rose, but smaller space stocks like Intuitive Machines fell more than 20% as investors rotated into SpaceX. This competition for investor attention pressures LUNR's price.

    Explains a major new negative force on LUNR's price this period.

  • Wins $180.4M NASA lunar payload contract and LROC prime role Intuitive Machines won a $180.4 million NASA contract for lunar south pole payloads and became prime contractor for the Lunar Reconnaissance Orbiter Camera. This adds concrete backlog and validates its lunar services strategy, supporting future revenue.

    New contract wins directly boost demand and revenue outlook.

  • Expands lunar communications and navigation infrastructure The company is building lunar communications and navigation infrastructure to support future missions, leveraging its landing experience. This positions it in a foundational lunar value chain, potentially driving long-term growth.

    New technology expansion supports future revenue opportunities.

  • $500M share sale may have succeeded before price collapse Intuitive Machines announced a $500 million share sale on June 3, likely issuing about 12.5 million shares (7.8% dilution) before the stock fell 46%. The cash extends its runway but dilutes existing shareholders, weighing on the stock.

    Capital raise and dilution are key negative drivers for the stock.

Parsons Corp (PSN)

Q3 2026
▲2▼2

Parsons Slashes 2026 Guidance, Triggers 38% Plunge and Investigations

  • 2026 Guidance Cut and Q2 Miss Parsons cut full-year 2026 revenue and profit guidance and reported a surprise net loss, sending shares down 38%. The company blamed divestitures and delayed awards, but investors fear weaker future earnings.

    This is the main new event that directly caused the stock to plummet and changes the earnings outlook.

  • Securities Investigations Launched Multiple law firms are investigating whether Parsons misled investors about its 2026 outlook. This adds legal uncertainty and could lead to fines or lawsuits, further pressuring the stock.

    New investigations are a direct consequence of the guidance cut and add a new risk factor for investors.

  • New Army Cyber Contract Parsons won a contract to provide cybersecurity for the U.S. Army Research Lab, deepening its role in high-value defense tech. This supports long-term revenue but is overshadowed by the guidance cut.

    This is a new positive development that shows underlying demand, but its impact is muted by the larger negative news.

  • Industrial Modernization Demand Parsons highlighted a $169.5M Army contract and growing demand for industrial base modernization. This shows a healthy pipeline, but near-term execution issues and guidance cut dominate investor sentiment.

    This new contract and demand signal are positive but not enough to offset the negative guidance revision.

July 2026
▲2▼2

Parsons Slashes 2026 Guidance, Triggers 38% Plunge and Investigations

  • 2026 Guidance Cut and Q2 Miss Parsons cut full-year 2026 revenue and profit guidance and reported a surprise net loss, sending shares down 38%. The company blamed divestitures and delayed awards, but investors fear weaker future earnings.

    This is the main new event that directly caused the stock to plummet and changes the earnings outlook.

  • Securities Investigations Launched Multiple law firms are investigating whether Parsons misled investors about its 2026 outlook. This adds legal uncertainty and could lead to fines or lawsuits, further pressuring the stock.

    New investigations are a direct consequence of the guidance cut and add a new risk factor for investors.

  • New Army Cyber Contract Parsons won a contract to provide cybersecurity for the U.S. Army Research Lab, deepening its role in high-value defense tech. This supports long-term revenue but is overshadowed by the guidance cut.

    This is a new positive development that shows underlying demand, but its impact is muted by the larger negative news.

  • Industrial Modernization Demand Parsons highlighted a $169.5M Army contract and growing demand for industrial base modernization. This shows a healthy pipeline, but near-term execution issues and guidance cut dominate investor sentiment.

    This new contract and demand signal are positive but not enough to offset the negative guidance revision.

Latest
▲2▼2

Parsons Slashes 2026 Guidance, Triggers 38% Plunge and Investigations

  • 2026 Guidance Cut and Q2 Miss Parsons cut full-year 2026 revenue and profit guidance and reported a surprise net loss, sending shares down 38%. The company blamed divestitures and delayed awards, but investors fear weaker future earnings.

    This is the main new event that directly caused the stock to plummet and changes the earnings outlook.

  • Securities Investigations Launched Multiple law firms are investigating whether Parsons misled investors about its 2026 outlook. This adds legal uncertainty and could lead to fines or lawsuits, further pressuring the stock.

    New investigations are a direct consequence of the guidance cut and add a new risk factor for investors.

  • New Army Cyber Contract Parsons won a contract to provide cybersecurity for the U.S. Army Research Lab, deepening its role in high-value defense tech. This supports long-term revenue but is overshadowed by the guidance cut.

    This is a new positive development that shows underlying demand, but its impact is muted by the larger negative news.

  • Industrial Modernization Demand Parsons highlighted a $169.5M Army contract and growing demand for industrial base modernization. This shows a healthy pipeline, but near-term execution issues and guidance cut dominate investor sentiment.

    This new contract and demand signal are positive but not enough to offset the negative guidance revision.

Q2 2026
▲4

Parsons Wins New Defense Contracts and Launches Biometrics Platform

  • New $245M Naval Research Lab Contract Parsons won a $245 million contract to support satellite ground systems for the U.S. Naval Research Laboratory over five years. This directly adds revenue and extends a 30-year relationship, giving investors more confidence in future earnings.

    This is a concrete new contract that directly boosts Parsons' revenue outlook.

  • AresNXT Biometrics Platform Launch Parsons launched AresNXT, a new biometrics platform for secure identity checks. It already has pilot use with a federal law enforcement client. New products can open new revenue streams and show Parsons is innovating, which supports the stock price.

    This is a new product launch that could drive future growth and shows innovation.

  • PFAS Remediation Expansion Parsons announced expansion of its PFAS cleanup services, with recent wins at military bases and major airports. This shows growing demand for its environmental services, which can lead to more contracts and revenue.

    This is a new business expansion that signals increased demand for Parsons' services.

  • Strong Demand for Cyber and Electromagnetic Capabilities Parsons highlighted strong government demand for its cyber and electromagnetic warfare solutions. While this is a general update, it reinforces that Parsons is well-positioned in a growing defense area, which supports long-term revenue growth.

    This points to ongoing demand in a key growth area for Parsons.

June 2026
▲4

Parsons Wins New Defense Contracts and Launches Biometrics Platform

  • New $245M Naval Research Lab Contract Parsons won a $245 million contract to support satellite ground systems for the U.S. Naval Research Laboratory over five years. This directly adds revenue and extends a 30-year relationship, giving investors more confidence in future earnings.

    This is a concrete new contract that directly boosts Parsons' revenue outlook.

  • AresNXT Biometrics Platform Launch Parsons launched AresNXT, a new biometrics platform for secure identity checks. It already has pilot use with a federal law enforcement client. New products can open new revenue streams and show Parsons is innovating, which supports the stock price.

    This is a new product launch that could drive future growth and shows innovation.

  • PFAS Remediation Expansion Parsons announced expansion of its PFAS cleanup services, with recent wins at military bases and major airports. This shows growing demand for its environmental services, which can lead to more contracts and revenue.

    This is a new business expansion that signals increased demand for Parsons' services.

  • Strong Demand for Cyber and Electromagnetic Capabilities Parsons highlighted strong government demand for its cyber and electromagnetic warfare solutions. While this is a general update, it reinforces that Parsons is well-positioned in a growing defense area, which supports long-term revenue growth.

    This points to ongoing demand in a key growth area for Parsons.

▲4

Parsons Wins New Defense Contracts and Launches Biometrics Platform

  • New $245M Naval Research Lab Contract Parsons won a $245 million contract to support satellite ground systems for the U.S. Naval Research Laboratory over five years. This directly adds revenue and extends a 30-year relationship, giving investors more confidence in future earnings.

    This is a concrete new contract that directly boosts Parsons' revenue outlook.

  • AresNXT Biometrics Platform Launch Parsons launched AresNXT, a new biometrics platform for secure identity checks. It already has pilot use with a federal law enforcement client. New products can open new revenue streams and show Parsons is innovating, which supports the stock price.

    This is a new product launch that could drive future growth and shows innovation.

  • PFAS Remediation Expansion Parsons announced expansion of its PFAS cleanup services, with recent wins at military bases and major airports. This shows growing demand for its environmental services, which can lead to more contracts and revenue.

    This is a new business expansion that signals increased demand for Parsons' services.

  • Strong Demand for Cyber and Electromagnetic Capabilities Parsons highlighted strong government demand for its cyber and electromagnetic warfare solutions. While this is a general update, it reinforces that Parsons is well-positioned in a growing defense area, which supports long-term revenue growth.

    This points to ongoing demand in a key growth area for Parsons.

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