SpaceX reports third-quarter revenue of $14,575 million and net income of $4,404 million

SpaceX reported revenue of $14,575 million for the three months ended September 30, 2026, against $5,576 million a year earlier, and net income of $4,404 million compared with a net loss of $1,054 million. SpaceX said the revenue increase of $8,999 million included a $6,747 million rise in its SI segment, mainly from SI infrastructure contracts and revenue from Cursor following its acquisition.

Income from operations was $2,791 million, and the company disclosed Adjusted EBITDA, a non-GAAP measure, of $8,809 million for the quarter. SpaceX completed the Cursor merger on August 14, 2026, with total purchase consideration of $42,474 million, and recorded share-based compensation of $1,217 million related to acquisitions.

The filing states that SpaceX's board has formed a special committee to evaluate a potential combination with Tesla, and that no determination has been made. As of September 30, 2026, SpaceX held cash and cash equivalents of $51,294 million and short-term marketable securities of $38,561 million, and had $38,006 million in aggregate principal amount of indebtedness outstanding.

Purchases of property, plant, and equipment were $48,069 million in the nine months, compared with $13,846 million a year earlier.