Intuitive Machines, Inc. · NASDAQ:LUNR
Intuitive Machines — Q3 2025 Earnings Presentation
10 slides from Intuitive Machines's earnings presentation, Nov 4, 2025
Slide 1: Intuitive Machines | Lanteris Space Systems Acquisition
November 4, 2025 Steve Altemus, CEO & Peter McGrath, CFO Intuitive Machines | Lanteris Space Systems Acquisition IM
Slide 2: Forward-looking statements
This presentation includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. These statements that do not relate to matters of historical fact should be considered forward looking. These forward-looking statements generally are ident
Slide 3: Positioned for the Future of Space and Defense
+ Lunar delivery services (CLPS) + Spacecraft, subsystems, robotics + Lunar infrastructure services (LTVS) + Leader in commercial comm satellites + Data network services (NSNS) + Artemis prime (PPE) + Commercial, civil, and defense markets + SDA layered architecture (Tranche 1/2) POSITIONED FOR THE
Slide 4: Pre-acquisition vs post-acquisition
PRE-ACQUISITION Lunar Data Relay Ground Segment Accelerating our 3 pillars: Delivery, Data, and Infrastructure from Earth to LEO/MEO/GEO to Moon, Mars POST-ACQUISITION 300 1300 Lunar Data Relay Mars Data Relay Ground Segment 500 1300 4 Intuitive Machines | Lanteris Space Systems Acquisition IM
Slide 5: Existing and new markets: Earth-to-Moon space domain awareness
• Golden Dome NEW • Tracking Data Relay System NEW • Tracking Data Relay System NEW • Light Cargo EXISTING • SDA Layered Architecture NEW • Alternate GPS NEW • Alternate GPS NEW • Heavy Cargo EXISTING • MGEO / RG-XX NEW • Lunar Terrain Vehicle EXISTING • Data Relay EXISTING • Surface Power EXISTING
Slide 6: Lanteris Space Systems overview
• Satellites and spacecraft for communications, Spacecraft Earth observation, space exploration, and ~$630M* ~$685M Double-Digit other missions Revenue Backlog Adj. EBITDA • Space components, including solar electric (TTM Q3 25) (as of 9/30/25) Margins Subsystems propulsion systems (TTM Q3 25) • Spa
Slide 7: $800M transaction value
• $800M transaction value • $450M in cash and $350M in Class A Nova-C Lander 300 common stock (1)(2) • Combined TTM revenue of more than $850M(3) • Combined TTM Adjusted EBITDA(3) • Combined backlog of $920M(3) Orbital Transfer Vehicle 500 (1) Stock issued at 10-Day VWAP of $12.34 per share (2) Less
Slide 8: Near-term Multi-billion $ Pipeline
COMPLIMENTARY CAPABILITIES MATERIALLY ENHANCE EXECUTION AND NEAR-TERM CAPTURE OPPORTUNITIES Near Space Network Services Lunar Terrain Vehicle Golden Dome SDA Near-term Multi-billion $ Pipeline ✓ Key $4.8B NASA program for ✓ NASA $4.6B contract to deliver and ✓ Comprehensive missile ✓ Aimed at provid
Slide 9: Integrated Solutions, Synergies, Market Expansion
1 2 3 4 5 Integrated High-value Complementary Market Financial Solutions Synergies Successes Expansion Transformation • Creates a full-suite, • Drives revenue • Intuitive Machines • Positions the • Increased vertically synergies by is an established Company as a diversification and integrated next-
Slide 10: Thank you
Thank you Investors.intuitivemachines.com 10 Intuitive Machines | Lanteris Space Systems Acquisition IM