LUNR earnings / call / takeaways
LUNR Q3 FY26 earnings call: key takeaways
What LUNR said on its earnings call of November 12, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.
By Lician·November 12, 2026·AI-generated from the call transcript and Lician data
- LUNR reported revenue of $269 million, beating the $247.56 million consensus estimate (12:27)
Results vs expectations
| Metric | Consensus | Reported | Result |
|---|---|---|---|
| EPS | -$0.12 | – | – |
| Revenue | $247.6M | – | – |
What changed since last quarter
- Guidance for full-year 2026 revenue was raised to a range of $920 to $950 million, reflecting the timing of contract modifications and awards. (34:28)
- The company emphasized scaling execution and accelerating growth, with a focus on converting contracted backlog into revenue. (27:55)
- The CEO highlighted the importance of building, connecting, and operating space infrastructure to support sustained activity in space. (19:40)
Guidance
| Metric | This call | Previous call |
|---|---|---|
| Revenue | Full-year revenue of $920 to $950 million (36:21) | not captured |
What analysts pressed on
In their words
Read the full transcript with the AI summary, or listen on the company's official webcast.
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Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.