Intuitive Machines (LUNR) Investor Presentation summary

Business overview

• Provides end-to-end space services: lunar delivery, data transmission, and infrastructure-as-a-service for lunar operations.

• First commercial company to land on the Moon, with multiple NASA-awarded lunar delivery and infrastructure contracts.

• Vertically integrated with in-house production, research, robotics, and operations centers.

• Roadmap includes multiple lunar missions, satellite deployments, and infrastructure projects through 2027.

• Focused on recurring revenue through operational service contracts and vertical integration.

Data transmission

• Awarded $4.82B Near Space Network Services contract, with $150M in initial task orders.

• Expanding spacecraft production with new facilities and in-house satellite manufacturing to reduce costs.

• Strategic acquisition of KinetX for $30M to enhance satellite constellation and deep space navigation capabilities.

• Partnership with Goonhilly Earth Station to pursue global ground segment opportunities and NASA DSN commercialization.

• Timeline targets first lunar data relay satellite deployment in 2026.

Delivery

• Multiple lunar missions (IM-3, IM-4) scheduled for 2026 and 2027, with contracts valued at $77.5M and $116.9M respectively.

• Developing heavy-cargo landers, orbital transfer vehicles, and precision Earth reentry vehicles.

• Secured $9.8M for OTV design and up to $10M for Earth reentry vehicle development.

• Commercial partnerships in biotechnology, semiconductor, and material handling for microgravity research.

• Advancing navigation and payload technologies for upcoming lunar missions.