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Wednesday, October 21, 2026

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Companies · Wednesday, October 21, 2026

SpaceX reports quarterly revenue of $14.6 billion

The File desk · Oct. 21, 2026, 6:40 a.m. ET

Confirmed1 primary sources

Status

Confirmed as figures in SpaceX's SEC Exhibit 99.1, filed Oct. 20, 2026. The numbers are the company's. A merger remark is not in the filing and is not reported here.
  • Confirmed
    SpaceX reported third-quarter revenue of $14.6 billion, up 161 percent from $5.6 billion a year earlier, and net income of $4.4 billion.
  • Confirmed
    The company credits its Super Intelligence segment and growth in Connectivity. No merger committee is described in the exhibit this desk opened.
SpaceX told investors on Tuesday that third-quarter revenue was $14.6 billion, up 161 percent from a year earlier, and that net income was $4.4 billion. The figures are the company's, in an exhibit filed with the Securities and Exchange Commission.1
The exhibit is titled “SpaceX Reports Third Quarter 2026 Results.” It says revenue was “fueled by our Super Intelligence (SI) segment and accelerated growth in Connectivity.” Income from operations was $2.8 billion. A year earlier, revenue was $5.6 billion. The company also says it launched a first revenue-generating Starship mission that delivered 26 Starlink satellites. Starlink is the company's own satellite internet service, named in the filing. This story does not name products of other companies listed in the release.1
SpaceX is a public company. The exhibit is the company's account of its own books, not an audit by this desk.
Why it matters (Estimate). Estimate. Many people own a slice of a company this size through ordinary retirement funds, and Starlink is the satellite internet used by rural homes and by airlines. The filing says the growth is coming from artificial-intelligence work and from connectivity, not only from rockets. Whether that mix lasts is the company's outlook, not a finding of this desk.1
The filing this desk opened does not describe a special committee studying a combination with another company. A remark on that subject is not printed here. Guidance for the next quarter is not in the sentences above.
How we know

Notes

  1. 1.Space Exploration Technologies Corp., Exhibit 99.1 to a Form 8-K, “SpaceX Reports Third Quarter 2026 Results,” filed Oct. 20, 2026. Re-opened for this edition. https://www.sec.gov/Archives/edgar/data/1181412/000162828026066482/spaceexplorationtechnologi.htm “Delivered revenue of $14.6 billion, up 161% year-over-year, fueled by our Super Intelligence (SI) segment and accelerated growth in Connectivity.” “Achieved income from operations of $2.8 billion, net income of $4.4 billion.” “Revenues of $14.6 billion, up 161% from $5.6 billion.” “Successfully launched our first revenue-generating Starship mission, delivering 26 Starlink V3 satellites.” Individual customer-product names in the release are not printed. No webcast transcript was fetched, so no merger-committee remark is used.

What is still unknown or disputed

  • Fourth-quarter guidance is not stated in this story.
  • No call transcript was opened, so remarks from the earnings call are not quoted.
  • A line about merger committees was not in the exhibit and is not reported.

Primary sources

Every claim in this story is drawn from the documents below. If a fetch failed, that is recorded on the card.

  1. Source 1

    SpaceX Reports Third Quarter 2026 Results

    SpaceX, filed with the SEC · October 20, 2026

    Delivered revenue of $14.6 billion, up 161% year-over-year. Income from operations of $2.8 billion, net income of $4.4 billion.

    https://www.sec.gov/Archives/edgar/data/1181412/000162828026066482/spaceexplorationtechnologi.htm

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