SPCXQ2 20261/5Estimate vs Actual
Earnings per Share
− $0.09
+ 66.0% vs Estimate
Surprise as recorded in the analysis; the estimate itself is not on the calendar.
Space Exploration Technologies Corp (SpaceX) Q2 2026 · Story
Read the quarter card by card, ready to share.
SPCXQ2 20261/5SPCXQ2 20262/5Guidance
Q3-Q4 26 Quarterly Capital Expenditure
- Company Guidance
- 18.4 billion
Flat Trend
December 2026 Annualized Revenue Run-Rate
- Company Guidance
- 100 billion
Aggressive Target ▲
Year-End 2026 Compute Capacity
- Company Guidance
- 2 GW
Rapid Buildout ▲
SPCXQ2 20263/5Price Reaction
First Full Session
− 13.6%
From the report-day close to the next session's close.
SPCXQ2 20264/5In 30 Seconds
SpaceX reported $7.81 billion of revenue in its first earnings release, 10% above the highest market estimate and up 92% year over year.
- AI segment revenue jumped 247% year over year to $2.56 billion, and the segment posted positive adjusted EBITDA for the first time.
- The stock fell 13.6% the next day after quarterly capex of $18.37 billion came in roughly 39% above expectations.
First point of the analysis's “In 30 Seconds”.
Full AnalysisSPCXQ2 20265/5Score
80/ 100
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