Contracts

Report section 5.0

Contracts

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5.0 Contracts

5.1 Active Contracts

The table below lists Intuitive Machines’ active contracts / awards that are signed and still generating work or revenue, and that together make up the company’s backlog. They span NASA civil-space programs, national-security work (largely delivered through prime contractors), and a growing commercial base. Two cautions apply when reading the values: several awards are indefinite-delivery/indefinite-quantity (“IDIQ”) vehicles whose headline figures are maximum potential ceilings often shared across multiple vendors rather than booked revenue, and a number of commercial and defense awards are undisclosed.

Contract / Award NameAward DateDescriptionAmount
Missile Defense Agency AMDT3 – First 18 of 45 Spacecraft – Subcontract Award from L3HarrisAug 2026Design, build, and deliver 18 advanced spacecraft platforms to enable L3Harris’ advanced missile defense solutions for hypersonic and ballistic missile tracking. The AMDT3 mission supports the Golden Dome for America’s space-based capabilities and will help to advance homeland defense, deterrence, and ensure U.S. space operations remain resilient and responsive. Prime contract awarded to L3Harris is $955M.Undisclosed
Est $250M
Mars Advanced Surface Mobility Technology – STRIDE NASAJul 2026The STRIDE awards will support the development of innovative robotic mobility systems that may enable future Mars missions to access more challenging terrain, travel greater distances, and investigate scientifically valuable regions that are difficult to reach with current mobility systems. Work targeted to begin in Fall of 2026. Ceiling is shared across all 7 vendors IM’s specific share is undisclosed.Shared Maximum Potential Value of $17.0M
CS-8 Commercial Lunar Payload Services (“CLPS”) – IM-5Jun 2026Deliver a production-line-qualified Nova-C lander by no later than 2028 carrying SCALPSS, LRA, and LETS payloads. Establishes high-volume, repeatable lunar transport for NASA’s moon base / Artemis. Contract structure: $68.6 million base contract and $79.7 million performance incentive.$148.3M
Two Prime Lunar Reconnaissance Contracts – LROC & ShadowCam (NASA)May 2026Prime contractor for operations of the Lunar Reconnaissance Orbiter Camera (LROC) aboard NASA’s LRO and the ShadowCam instrument on the Korean Pathfinder Lunar Orbiter.$20.0M
Andromeda IDIQ – Space-Based Space Domain Awareness (U.S. Space Force / Space Systems Command)Apr 2026One of 14 awardees on the Space Force’s Andromeda IDIQ vehicle for space-based space domain awareness (SDA) including the RG-XX (reconnaissance) and SG-XX (surveillance) satellite programs. Shared IDIQ ceiling $1.84B at award, raised +$4.4B to $6.24B in May 2026 (to add SG-XX). Ceiling is shared across all 14 vendors IM’s specific share is undisclosed and task-order dependent.Shared Maximum Potential Value of $6.24B
CT-4 Commercial Lunar Payload Services (“CLPS”) – IM-6 Nova-DMar 2026Deliver seven science and technology payloads to the Lunar South Pole region (Mons Malapert), plus an Australian Space Agency rover and Honeybee Robotics (Blue Origin) technologies.$180.4M
SDA Tranche 3 Tracking Layer – Spacecraft Platforms (Sub-Contract)Mar 2026Selected by L3Harris to design, build and deliver 18 spacecraft platforms for the Space Development Agency (SDA) Tranche 3 Tracking Layer of the Proliferated Warfighter Space Architecture (Missile Tracking). Prime contract awarded to L3Harris is $843M.Undisclosed
EDGE – Earth Dynamics Geodetic Explorer (Spacecraft Provider) NASAFeb 2026Selected to provide the IM-500 series spacecraft for the EDGE Mission led by UC San Diego. EDGE will observe the 3D structure of terrestrial ecosystems and surface topography using the first global satellite imaging laser altimeter. Launch no earlier than 2030.Undisclosed
AFRL Contract Extension to Advance In-Space Nuclear Power TechnologyOct 2025Develop next-generation nuclear power systems for spacecraft and lunar infrastructure. Accelerate readiness of compact nuclear power conversion technology that overcomes solar power limitations and enables lengthier missions on the Moon and in deep space.$8.2M
Phase 2 Government Contract to Advance Orbital Transfer Vehicle (“OTV”) through Critical Design ReviewJul 2025Advance its Orbital Transfer Vehicle (“OTV”) through Critical Design Review (“CDR”)—the final engineering milestone on a previously disclosed contract, before manufacturing begins.$9.8M
EchoStar XXVI High-Power GEO Communications Satellite (Lanteris)Jun 2025Selected to build one high-power GEO communications satellite based on 1300 satellite bus to serve DISH TV across all 50 US states and Puerto Rico. Delivery expected in 2028.Undisclosed
Reentry and Microgravity Biomanufacturing Spacecraft – Texas Space Commission – SEARFApr 2025Development of an Earth reentry vehicle and orbital fabrication lab designed to enable microgravity biomanufacturing and is intended to serve as a critical risk-reduction platform for the Company’s future lunar sample return missions.$10.0M
GEO High-Power Communication Satellite – Undisclosed Commercial Customer (Lanteris)Mar 2025Order for one GEO high-power communications satellite on the 1300 bus for an undisclosed private commercial customer.Undisclosed
Near Space Network (“NSN”) Services – Subcategory 1.2Dec 2024DTE Geostationary (“GEO”) to Cislunar DTE Services, offering enhanced data transmission capabilities and autonomous operations.Included within NSN
Near Space Network (“NSN”) Services – Subcategory 1.3Dec 2024Cislunar Direct-to-Earth Services, addressing mission needs of highly elliptical orbits and deep space operationsIncluded within NSN
Near Space Network (“NSN”) Services – Subcategory 2.2Sep 2024Geostationary Orbit to Cislunar Relay Services. Communication and navigation services for missions in the near space region, which extends from Earth’s surface to beyond the Moon. Firm-Fixed-Price, Multiple Award, Indefinite-Delivery/Indefinite-Quantity (“IDIQ”) Task Order Contract.Maximum Potential Value of $4.82B
CP-22 Commercial Lunar Payload Services (“CLPS”) – IM-4Aug 2024Deliver six science and technology payloads, including one European Space Agency-led drill suite to the Moon’s South Pole.$116.9M
SDA Tranche 2 Tracking Layer – Spacecraft Platforms (Sub-Contract – Lanteris)2024Selected by L3Harris to design, build and deliver 18 spacecraft platforms for the Space Development Agency (SDA) Tranche 2 Tracking Layer of the Proliferated Warfighter Space Architecture (Missile Tracking) Awarded to Lanteris prior to acquisition.Undisclosed
Zeno Power Survive the Night Radioisotope Power System – NASAJul 2023Development of a Radioisotope Power System (RPS) that may enable lunar assets to survive and operate during the lunar night and in permanently shadowed regions of the Moon.$2.4M
OMES III Contract – NASAApr 2023The NASA OMES III contract’s principal purpose is to support the NASA GSFC Engineering and Technology Directorate (ETD). ETD is an end-to-end science mission operation that is instrumental in designing missions, building satellites and instruments, operating and controlling spacecraft, and acquiring and distributing data to the worldwide science community. IM holds a 47% profits interest via the OMES III JV; see Section 7.0$719.0M
SiriusXM SXM-12 Digital Audio Radio SatelliteNov 2022Build a high-power digital audio radio satellite on the Lanteris 1300 bus. This supports SiriusXM’s constellation refresh.Undisclosed
SDA Tranche 1 Tracking Layer – Spacecraft Platforms (Sub-Contract – Lanteris)Aug 2022Selected by L3Harris to design, build and deliver 16 spacecraft platforms for the Space Development Agency (SDA) Tranche 1 Tracking Layer of the Proliferated Warfighter Space Architecture (Missile Tracking) Awarded to Lanteris prior to acquisition.Undisclosed
CP-11 Commercial Lunar Payload Services (“CLPS”) – IM-3Nov 2021Deliver four payloads to the moon in 2024. It’s the company’s third contract with NASA. IM-3 now targets 2H 2026.$77.5M
NASA Gateway Power and Propulsion Element (PPE) (Lanteris)May 2019NASA firm-fixed-price prime contract to design and build the foundational module providing power, propulsion, and communications for NASA’s Lunar Gateway. Based on 1300 satellite bus. Later repurposed for Space Reactor-1 Freedom.$375.0M

5.2 Completed Contracts

The table below lists contracts Intuitive Machines has completed, missions flown or hardware delivered and is the clearest record of the company’s execution track record, from its first NASA lunar deliveries through recent satellite launches. One scoping note: contracts inherited with Lanteris (formerly Maxar Space Systems) appear here only if they were delivered or launched after the acquisition closed in January 2026; earlier Lanteris deliveries predate IM’s ownership and are excluded so the table doesn’t overstate the company’s own history.

Contract / Award NameAward DateDescriptionAmount
Tracking Artemis IIJan 2026Part of 34 global volunteers chosen to track the Artemis II Mission. Intuitive Machines used its Space Data Network and ground station infrastructure to track radio waves transmitted by the Orion spacecraft during its 10-day journey around the moon.$0
Lunar Logistics, Cargo and Mobility Solutions – NextSTEP Appendix R – NASAJan 2025A study contract to advance lunar logistics handling and offloading; and surface cargo and mobility under the agency’s Next Space Technologies for Exploration Partnership (NextSTEP) Appendix R.$2.5M
Lunar Terrain Vehicle Services Feasibility AssessmentApr 2024Creating a feasibility roadmap to develop and deploy a Lunar Terrain Vehicle (“LTV”) on the Moon using Intuitive Machines’ Nova-D cargo-class lunar lander. The first phase award marks the Company’s entrance into human spaceflight operations within NASA’s $4.6 billion LTV Services project.$30.0M
Joint Energy Technology Supplying On-Orbit Nuclear Power (JETSON) – AFRLNov 2023Develop technical solutions for satellite positioning and maneuverability using Radioisotope Power Systems (“RPS”) in support of NASA’s GATEWAY – a multi-purpose outpost orbiting the Moon.$9.5M
EchoStar XXV High-Power GEO Communications Satellite (Lanteris)2023EchoStar ordered EchoStar XXV, a high-powered GEO communications satellite on the 1300 platform. Launched in 2026 and highlights a decade long manufacturing relationship between EchoStar and LanterisUndisclosed
SiriusXM SXM-11 Digital Audio Radio SatelliteNov 2022Build a high-power digital audio radio satellite on the Lanteris 1300 bus. Launched in June 2026. This supports SiriusXM’s constellation refresh.Undisclosed
IX Fission Surface Power Solution – NASA & DoEJun 2022Study to mature the design of a Fission Surface Power (FSP) solution that will deliver at least 40 kWe power flight system to the Moon by 2028.$5.0M
Micro-Nova Extreme Lunar Mobility SpacecraftJul 2021Develop, fly, and operate a deployable “hopper lander” on the Moon. For this mission design, Micro-Nova can carry a 1-kilogram payload more than 25 kilometers to access lunar craters and enable high-resolution surveying of the lunar surface under the flight path.$41.6M
Commercial Lunar Payload Services (“CLPS”) – IM-2 PRIME-1Oct 2020PRIME-1 task order to deliver NASA’s Polar Resources Ice Mining Experiment-1 (drill + mass spectrometer) and other payloads to the lunar South Pole. Nova-C lander “Athena” launched and landed 3/6/2025 but came to rest on its side, ending the surface mission early (~13 hours); partial data returned.$47.0M Initial
Commercial Lunar Payload Services (“CLPS”) – IM-1May 2019Intuitive Machines’ first CLPS task order. Nova-C lander “Odysseus” delivered NASA and commercial payloads to the lunar South Pole region (near Malapert A). Landed 2/22/2024 — the first U.S. soft lunar landing since Apollo and the first ever by a commercial company; leaned at an angle but returned data for ~7 days (deemed successful).$77.0M Initial