SpaceX Q3 Earnings Due Oct. 20
SpaceX Q3 earnings are due after market close Oct. 20; the report will test analyst revenue and EPS estimates and focus traders on capex and ETF exposure.
KEY TAKEAWAYS
- Q3 results are scheduled after market close Oct. 20 with a 4:30 p.m. ET webcast.
- Analysts forecast roughly $12.9B revenue and $0.14-$0.17 adjusted EPS against the company report.
- ORBX held SpaceX at about 25% of assets, concentrating ETF exposure.
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SpaceX will post third-quarter 2026 financial and operating results after the U.S. market close on October 20, followed by a 4:30 p.m. ET audio webcast. The report will provide investors a company-published check against recent analyst revenue and adjusted-earnings expectations.
Earnings Timing and Webcast
SpaceX said in an investor-relations release on October 16, updated October 19, that it will publish Q3 2026 results after market close on Tuesday, October 20. Management will host a live, audio-only webcast at 4:30 p.m. ET. The event will be livestreamed on X and available for replay on the company’s investor-relations site.
Analyst Estimates and Market Context
Analyst consensus estimates for Q3 revenue range from about $12.9 billion to $13.0 billion, with adjusted earnings per share expected between $0.14 and $0.17, though one analyst projects $0.21. These estimates depend partly on the timing of artificial-intelligence hosting contracts and related revenue recognition.
Secondary reports list Q2 2026 revenue at $7.8 billion and a net loss of $541 million. Capital spending in Q2 was reportedly near $18.4 billion, including approximately $15.8 billion for AI infrastructure. Another estimate put Q2 capital expenditures at about $19.6 billion, with negative free cash flow near $11.6 billion.
Analyst models attribute roughly $4.8 billion to $4.9 billion of connectivity revenue to Starlink, with about 14 million consumer subscribers.
The Global X Space Tech ETF (ORBX) held SpaceX at roughly 25% of assets as of October 16, with one report valuing the position near $9.15 million and another citing a 25.4% weighting.
Market commentary ahead of the report anticipates possible updates on Starship, Starlink Mobile, spectrum acquisitions, and the Gen2 satellite constellation, highlighting investor focus on both operational disclosures and financial metrics.
“SpaceX will post financial and operational results for the third quarter of 2026 after market close on Tuesday, October 20, 2026,” the company said in its investor-relations release.
