Intuitive Machines Selected for NASA Lunar Delivery Contract with Potential $15 Billion Programme Ceiling

Intuitive Machines, Inc. (NASDAQ:LUNR) has been selected by NASA for its second Commercial Lunar Payload Services programme (CLPS 2), a multiple-award contract covering lunar transportation and related space exploration services.

The agreement has an initial combined ceiling of $10 billion across all selected contractors, potentially increasing to $15 billion if NASA exercises a five-year extension option.

The contract is structured as an indefinite-delivery, indefinite-quantity arrangement, meaning individual assignments and their values will be determined through subsequent task orders. The overall programme ceiling does not represent a guaranteed award to Intuitive Machines.

CLPS 2 Expands NASA’s Lunar Transportation Services

The new programme covers an approximately 10-year period, with the possibility of a further five-year extension.

Compared with the original CLPS programme, CLPS 2 expands the range of services NASA can procure from participating contractors.

These include complete lunar payload delivery missions, direct purchases of lunar landers, technology and payload development, orbital transportation, launch rideshare services, surface mobility, precision landing and operations during the lunar night.

The programme is intended to support NASA’s Artemis initiative and the development of lunar infrastructure, including transportation, power systems, habitats and logistics.

Selection Follows Six Previous NASA Task Order Awards

Intuitive Machines has previously secured six NASA CLPS task orders, including two contracts awarded during 2026.

In March, NASA awarded the company a $180.4 million contract involving its Nova-D lunar lander.

A subsequent award in June, valued at up to $148.3 million, covered a mission using the company’s Nova-C lunar lander.

The CLPS 2 selection allows Intuitive Machines to compete for additional assignments under the expanded programme.

Programme Includes Broader Space Exploration Capabilities

NASA’s CLPS 2 framework is designed to accommodate more frequent cargo missions and additional operational requirements associated with lunar exploration.

Intuitive Machines Chief Executive Officer Steve Altemus commented on the company’s selection.

“We’re excited to participate in this next evolution of CLPS, with expanded tasking opportunities to meet NASA’s needs at the Moon, Mars, asteroids, and beyond,” he said.

The company’s participation in CLPS 2 provides eligibility for future NASA task orders, although the value and timing of any additional awards will depend on subsequent procurement decisions.

Intuitive Machines stock price