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The closing range uses available history since Jun 12, 2026; less than a full year is stored.
On November 4, 2026, Donald Harrison notified Space Exploration Technologies Corp. that he would resign as a Class B Director effective immediately, without disagreement over operations, policies, or practices.
Space Exploration Technologies Corp. entered a binding commitment for an Apollo Global Management, Inc.-managed lessor to acquire and lease graphics processing unit pods and related equipment, with expected aggregate lease principal payments of approximately $40 billion.
SpaceX completed the $42.5 billion Cursor merger on August 14, 2026. For the three months ended September 30, 2026, revenue increased $8,999 million and net income increased $5,458 million; a committee is evaluating a Tesla, Inc. combination.
SpaceX's third quarter of 2026 revenue was $14.6 billion, up 161%, with net income of 4.4 billion dollars, adjusted EBITDA of $8.8 billion, superintelligence segment revenue of $7.6 billion and total backlog of $63 billion as of September 30th.
Space Exploration Technologies Corp. reported third-quarter revenue of $14.6 billion, net income of $4.4 billion and Adjusted EBITDA of $8.8 billion for the quarter ended September 30, 2026.
Useful current figures from the complete screener profile.
We read the lock-up terms in 440 IPO prospectuses from 2024 to 2026. Six months is still the norm, but the biggest deals now release shares early, in most small Nasdaq IPOs only insiders and the largest holders sign, and on the day a lock-up ends the typical stock doesn't fall.
Alphabet, Broadcom and SpaceX each report a large deal with a private company or customer they don't name. Read against Anthropic's S-1, the amounts, dates and terms match Anthropic's own. Amazon, which does name it, valued the same Anthropic notes $10.7 billion below Anthropic's figure at June 30, and $15.7 billion above it at September 30.
A Q2-print read on SpaceX as a public company: how $15.8B of the $18.4B Q2 capex flowed into the AI segment, why Customer B at 19.5% and Customer A at 18.3% of revenue sit between the $47.5B backlog and the $100B December ARR target, and how the Cursor close reframes the same concentration risk.
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | 13.47B | Nine Months Ended September 30, 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Net income (loss) 4.4B
+3.64B Depreciation and amortization
+1.15B Share-based compensation
+1.22B Share-based compensation related to acquisitions
+8M Acquisition-related costs
+3M Restructuring charges (credits)
+0M Impairments
+675M Interest expense
-873M Interest income
-1.03B Other (income) expense, net
-390M Provision for (benefit from) income taxes
= Adjusted EBITDA 8.81B
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| Connectivity Adjusted EBITDA non-GAAP | 8.18B | Nine Months Ended September 30, 2026 | — |
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| Connectivity Capex | 4.24B | Nine Months Ended September 30, 2026 | — |
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| Customer launches (#) | 29 | Nine Months Ended September 30, 2026 | — |
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| Customer payloads (in metric tons) | 251 | Nine Months Ended September 30, 2026 | — |
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| Internal launches (#) | 84 | Nine Months Ended September 30, 2026 | — |
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| Internal payloads (in metric tons) | 1,266 | Nine Months Ended September 30, 2026 | — |
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| Mass to orbit (in metric tons) | 1,517 | Nine Months Ended September 30, 2026 | — |
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| Nameplate compute (in GW) | 1.7 | as of September 30, 2026 | — |
| SI Adjusted EBITDA non-GAAP | 5.49B | Nine Months Ended September 30, 2026 | — |
| SI Capex | 40B | Nine Months Ended September 30, 2026 | — |
| Space Adjusted EBITDA non-GAAP | -199M | Nine Months Ended September 30, 2026 | — |
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| Space Capex | 3.83B | Nine Months Ended September 30, 2026 | — |
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| Starlink consumer monthly ARPU | $69 | as of September 30, 2026 | — |
| Starlink consumer subscriber additions | 1.6M | Q3 2026 | — |
| Starlink consumer subscribers (# in millions, as of period end) | 13.6M | as of September 30, 2026 | — |
| Starlink V3 satellites | 26 | Q3 2026 | — |
| Total launches (#) | 113 | Nine Months Ended September 30, 2026 | — |
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| AI Adjusted EBITDA non-GAAP | $1.15B | Three Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Loss from operations -1.26B
+1.89B Depreciation & amortization
+516M Share-based compensation
+2M Restructuring charges (credits)
= AI Adjusted EBITDA 1.15B
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| AI Capex | $15.83B | Three Months Ended June 30, 2026 | — |
| Backlog | $47.5B | the second quarter | — |
| Contracted sales | $14.1B | Q2 2026 | — |
| Falcon customer launches | 10 | Three Months Ended June 30, 2026 filing | — |
| Falcon internal launches | 27 | Three Months Ended June 30, 2026 filing | — |
| Falcon launches | 37 | the three months ended June 30, 2026 filing | — |
| Mass to orbit attributable to customer payloads | 87 | Three Months Ended June 30, 2026 filing | — |
| Mass to orbit attributable to internal payloads | 397 | Three Months Ended June 30, 2026 filing | — |
| Starlink ARPU | $66 | Three Months Ended June 30, 2026 | — |
| Starlink subscriber ARPU decline | 22.4% | the three months ended June 30, 2026 filing | — |
| Starlink Subscribers | 12M | as of period end June 30, 2026 | — |
| Starlink subscribers growth | 101.2% | the three months ended June 30, 2026 filing | — |
| Starship launches | 1 | the three months ended June 30, 2026 filing | — |
| Total Capex | $28.48B | Six Months Ended June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SPCX
this stock
Space Exploration Technologies Corp
|
$1.82T | — | — | — | 1.2% |
|
GE
General Electric Co
|
$325.23B | +4.9% | +18.5% | 36.3 | 1.1% |
|
RTX
RTX Corp
|
$259.46B | +3.3% | +17.1% | 31.2 | 1.0% |
|
EADSF
Airbus SE
|
$174.01B | -5.5% | — | — | 0.1% |
|
BA
Boeing Co
|
$136.70B | -20.1% | +34.5% | 17.9 | 1.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
On November 4, 2026, Donald Harrison notified Space Exploration Technologies Corp. that he would resign as a Class B Director effective immediately, without disagreement over operations, policies, or practices.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SPCX | -0.3% | -17.4% | — | -0.3% | — |
| SPY | -2.7% | -5.6% | -0.5% | -2.7% | +7.8% |
| vs SPY | +2.4% | -11.9% | — | +2.4% | — |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
