Shares of Intuitive Machines Inc. (NASDAQ:LUNR) and AST SpaceMobile inc. (NASDAQ:ASTS) are trading higher Wednesday, boosted by Rocket Lab Inc.'s (NASDAQ:RKLB) strong earnings and recent contract wins. Both Intuitive Machines and AST SpaceMobile are set to report earnings on Thursday. Here's what you need to know.
What Happened With RKLB: Rocket Lab reported revenue of $104.81 million, beating the consensus of $102.28 million, according to Benzinga Pro. The end-to-end space company reported a loss per share of 10 cents, versus the anticipated loss per share of 11 cents.
The company said it set a new annual launch record with 12 launches to date and noted that it anticipates strong fourth-quarter revenue, guiding for between $125 million and $135 million. CEO Peter Beck highlighted the company's 55% year-over-year revenue growth and a $1.05 billion backlog. Rocket Lab shares were up about 35% at last check.
Rocket Lab also made a series of announcements in connection with its earnings release:
A multi-launch agreement with a confidential commercial satellite constellation operator, using its new medium-lift rocket, Neutron.
An $8 million U.S. Air Force contract to support the development of its reusable rocket engine, Archimedes.
An upcoming Electron launch for Kinéis, scheduled for late November.
LUNR and ASTS Earnings Preview: Intuitive Machines and AST SpaceMobile will both report earnings after the market close on Thursday.
Intuitive Machines is expected to report loss of 12 cents per share and $50.89 million in revenue, while AST SpaceMobile is forecasted to report a loss of 20 cents per share and revenue of $24.13 million, according to estimates from Benzinga Pro.
Both stocks are riding the momentum in the space sector that started when Donald Trump was declared the winner of the 2024 presidential election.
The space industry could benefit under Trump given SpaceX CEO Elon Musk's close ties to the president-elect. Reports from last week suggested that we could see changes to the Federal Aviation Administration's commercial space office, which oversees private rocket launches.
Price Action: Intuitive Machines shares were up 14.7% at $11.95 and AST SpaceMobile shares were up 18.3% at $28.70 at the time of writing, according to Benzinga Pro.
Intuitive Machines Inc.(納斯達克股票代碼:LUNR)和 AST SpaceMobile inc. (納斯達克股票代碼:ASTS)股價週三走高，受Rocket Lab Inc. (納斯達克股票代碼:RKLB)強勁盈利和近期贏得合同的提振。Intuitive Machines和aST SpaceMobile都定於週四公佈業績。以下是你需要知道的。
RKLB發生了什麼：根據Benzinga Pro的數據，火箭實驗室公佈的收入爲1.0481億美元，超過了共識的1.0228億美元。這家端到端航天公司報告的每股虧損爲10美分，而預期的每股虧損爲11美分。
該公司表示，迄今已發射了12次，創下了新的年度發射記錄，並指出預計第四季度收入將強勁，預計在1.25億美元至1.35億美元之間。首席執行官彼得·貝克強調了該公司的收入同比增長55％，積壓了10.5億美元。火箭實驗室股價在上次檢查時上漲了約35％。
火箭實驗室還發布了一系列與業績相關的公告：
與一家機密的商業衛星星座運營商簽訂了使用其新型中型火箭Neutron的多次發射協議。
一份價值800萬美元的美國空軍合同，以支持其可重複使用的火箭發動機阿基米德的開發。
Kineíis即將發射電子產品，定於11月下旬發射。
LUNR和ASTS收益預覽：Intuitive Machines和aST SpaceMobile都將在週四收盤後公佈業績。
根據Benzinga Pro的估計，Intuitive Machines預計將報告每股虧損12美分，收入爲5,089萬美元，而aST SpaceMobile預計將報告每股虧損20美分，收入爲2413萬美元。
自唐納德·特朗普被宣佈爲2024年總統大選獲勝者以來，這兩隻股票都在推動太空板塊的勢頭。
鑑於SpaceX首席執行官埃隆·馬斯克與當選總統關係密切，在特朗普的領導下，航天工業可能會受益。上週的報告表明，美國聯邦航空管理局負責監督私人火箭發射的商業航天辦公室可能會發生變化。
價格走勢：根據Benzinga Pro的數據，在撰寫本文時，Intuitive Machines股價上漲14.7％，至11.95美元，aST SpaceMobile股價上漲18.3％，至28.70美元。
