Space Exploration Technologies Corp. · SPCX · Next earnings

Space Exploration Technologies Corp. next earnings report

SPCX's next report date is not on the calendar yet. Here is where the last quarter left off and what remains open. Last quarter: SPCX Q3 2026: Starlink and AI Compute Drive Expansion

Date not yet scheduled Industrials

What the street expects

Consensus for the coming report
Consensus EPS $0.39 Analyst average (13 estimates)
Consensus revenue $19.67B Analyst average (13 estimates)
Report date TBD Not yet on the calendar
Session — Session not yet known

Where SPCX left off: FY2026 Q3

Full report

SPCX Q3 2026: Starlink and AI Compute Drive Expansion

EPS surprise — Reported — vs $0.13
Revenue surprise — Reported — vs $12.87B
Stock move -0.1% Event window
Subsequent drift 0.0% Up to 20 sessions

Raised; management's outlook centers on faster Starship cadence, broader Starlink services, and rapid compute expansion.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Technical execution on full launch-vehicle reusability and orbital refueling.
  • Power, cooling, semiconductor equipment, and supply-chain constraints.
  • Regulatory approvals for launch sites, flights, and mobile spectrum.
  • Competitive pressure in AI compute, satellite broadband, and mobile services.

Questions analysts left open

  • Whether compute capacity can reach the stated 13 GW objective by 2027.
  • Power and cooling requirements, funding needs, and debt capacity as capital spending rises.
  • Execution and regulatory risk across Terafab, Starship, launch sites, and mobile spectrum.

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Recent SPCX quarters

All SPCX earnings
-0.1%FY2026 Q3-13.6%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.