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Space Exploration Technologies Corp (SpaceX) Q3 2026 · Story

Read the quarter card by card, ready to share.

SPCXQ3 20261/5

Estimate vs Actual

Earnings per Share

Estimate
$0.14
Actual
$0.45

+230.6% vs Estimate

Revenue

Estimate
$13.0 B
Actual
$14.6 B

+12.3% vs Estimate

SPCXQ3 20262/5

Guidance

Year-End 2026 Compute

Company Guidance
2.5 – 3.0 GW

Raised 37.5% ▲

Q4 26 Capital Spending

Company Guidance
35 – 40 billion

Up 91% vs Q3 ▼

Q1 27 Revenue

Company Guidance
33 – 37 billion

Up 140% vs Q3 ▲

SPCXQ3 20263/5

Price Reaction

First Full Session

+ 7.8%

From the report-day close to the next session's close.

Post-Report Moves

  • This Report+ 7.8%
  • Aug 4− 13.6%
SPCXQ3 20264/5

In 30 Seconds

SpaceX beat estimates by 13.2% with $14.58 billion in revenue and posted its first profitable quarter since the IPO.

  • Super Intelligence revenue rose 830% year over year to $7.56 billion, more than half of total revenue.
  • The stock rose 7.4% after hours as the company guided to $33-37 billion in first-quarter 2027 revenue.

First point of the analysis's “In 30 Seconds”.

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