PR Newswire·Jun 27, 2026, 5:30 PM ET

The SpaceX IPO Lifted the Whole Space Economy -- Including the Public Companies Building the Road Back to the Moon

LUNR SPCX VOYG BA FJET

SpaceX's public listing on the NASDAQ (ticker SPCX) reframed the space sector as an investable theme, driving investor focus toward lunar infrastructure & commercial Moon programs.
Intuitive Machines (Nasdaq: LUNR) reported record Q1 2026 revenue of approximately US$186.7 million, nearly triple the prior year, with a contracted backlog of roughly US$1.1 billion.
Intuitive Machines' growth was fueled by its US$800 million acquisition of Lanteris Space Systems & major government contracts, including selection for the U.S. Space Force's Andromeda IDIQ program with a ceiling up to US$6.2 billion.
Other listed companies in the lunar & space infrastructure space include Voyager Technologies (NYSE: VOYG), a defense & propulsion specialist, & Boeing (NYSE: BA), a diversified aerospace prime.
Starfighters Space, Inc. (NYSE American: FJET) is mentioned for context, noting partnerships with Integrated Launch Solutions & Mu-g Technologies, plus plans for a STARLAUNCH II demonstration flight within an 18-to-24-month window.
The article notes that NASA's Artemis program & Moon-base planning are shifting from exploration goals to commercial procurement programs, creating recurring revenue opportunities for private contractors.
Risks for Intuitive Machines include concentrated exposure to government appropriations timing, integration risks from rapid acquisitions, & the inherent difficulty of lunar mission execution.
Intuitive Machines reaffirmed its full-year 2026 revenue guidance of US$900 million to US$1 billion while pivoting from a single-mission lunar lander to a vertically integrated, multi-domain space contractor.