Intuitive Machines to Post Q2 Earnings: What's in Store?

Intuitive Machines, Inc. (LUNR) is slated to report second-quarter 2025 results on Aug. 7, before market open.

LUNR’s earnings outpaced the Zacks Consensus Estimate in three out of the last four consecutive quarters and missed in one, with the average earnings surprise being 57.42%.

Key Factors to Consider

In the second quarter, solid revenue generation from providing lunar payload, data analytics and data transmission services for NASA and other commercial contractors is expected to have boosted Intuitive Machines' top-line performance.

Intuitive Machines, Inc. Price and EPS Surprise

Intuitive Machines, Inc. price-eps-surprise | Intuitive Machines, Inc. Quote

In particular, although LUNR completed the IM-2 mission at the end of the first quarter, successful payment from this mission is expected by it in the soon-to-be-reported quarter. As the company anticipates receiving payment for this mission in the second quarter, we expect it to be reflected in its income statement as higher revenues for the period.

Strong revenue generation, along with higher gross profit earned through efficient program execution and a focus on higher-margin service businesses, is likely to have boosted LUNR’s second-quarter bottom-line performance.

However, higher selling, general and administrative expenses due to continued investments in infrastructure, technology upgrades for the IM3 lunar mission, and costs related to the company’s new corporate headquarters are likely to hurt the second-quarter results.

Q2 Estimates for LUNR

The Zacks Consensus Estimate for LUNR’s second-quarter sales is pegged at $68.4 million, which indicates growth of 65.2% from the prior-year quarter’s figure.

The consensus estimate for loss is pegged at six cents per share, which indicates a deterioration from the year-ago quarter’s loss of five cents.

What the Zacks Model Unveils for LUNR Stock

Our proven model does not conclusively predict an earnings beat for LUNR this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat, which is not the case here, as you will see below.

LUNR’s Earnings ESP: LUNR has an Earnings ESP of -9.09%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.

LUNR’s Zacks Rank: Currently, LUNR carries a Zacks Rank #4 (Sell).

Stocks to Consider

Below, we have mentioned a few players from the same sector that have the right combination of elements to beat on earnings this reporting cycle.

CAE (CAE) is set to report fiscal first-quarter 2026 earnings on Aug. 13, before market open. It has an Earnings ESP of +1.03% and a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for earnings is pegged at 15 cents per share. The consensus estimate for sales is pegged at $810.1 million, indicating year-over-year growth of 3.4%.

Heico (HEI) is expected to report its fiscal third-quarter 2025 results soon. It has an Earnings ESP of +1.16% and a Zacks Rank of 2 at present.

The Zacks Consensus Estimate for HEI’s earnings is pegged at $1.12 per share, indicating year-over-year growth of 15.5%. The consensus estimate for sales is pegged at $1.11 billion, indicating year-over-year growth of 12.2%.

Rocket Lab USA, Inc. (RKLB) is set to report second-quarter earnings on Aug. 7, after market close. It has an Earnings ESP of +18.18% and carries a Zacks Rank of 3 at present.

The Zacks Consensus Estimate for RKLB’s loss is pegged at seven cents per share. The consensus estimate for sales is pegged at $135.1 million, indicating year-over-year growth of 27.1%.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research