Space Exploration Technologies Corp. (SPCX)
NASDAQ: SPCX · Real-Time Price · USD
134.72
-9.17 (-6.37%)
At close: Oct 30, 2026, 4:00 PM EDT
136.05
+1.33 (0.99%)
After-hours: Oct 30, 2026, 7:59 PM EDT
Space Exploration Technologies Earnings Call Transcripts
Fiscal Year 2026
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Q3 revenue grew 161% to $14.6B and adjusted EBITDA rose 306% to $8.8B, with SI compute driving rapid growth. Management outlined heavy investment and capacity expansion, alongside Q1 2027 revenue guidance of $33B–$37B.
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Vertical integration drives rapid innovation across rockets, AI, and connectivity, with Starship and compute infrastructure at the core. Orbital compute launches are targeted for next year, while terrestrial compute and Starlink expansion fuel strong revenue growth and global ambitions.
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Q2 2026 saw 92% revenue growth to $7.8B and adjusted EBITDA up 191%, driven by Starlink and AI expansion. IPO and bond offerings bolstered liquidity, while Starship and Starlink V3 advances set the stage for $100B ARR by year-end.