SEC
Filings & earnings
Live EDGAR feed for Space Exploration Technologies (CIK 0001181412), merged with our reading notes. Always open the primary document before you trade on anything here.
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Q4 2026 earnings
Countdown to Q4 2026
After the close · Feb 19, 2027 · estimate
Estimate: ~5 weeks after quarter-end (Q2 2026 printed Aug 4). Advances automatically each quarter.
10-Q · period 2026-09-30 highlights
Reported 2026-10-22
- Latest quarterly report from EDGAR. Read the primary 10-Q for numbers — this desk does not replace the filing.
- 10-QOct 22, 2026
10-Q · period 2026-09-30
SEC 10-Q covering the period ended 2026-09-30. Open the primary document before acting on it.
Open on SEC.gov - S-8Oct 22, 2026
S-8
SEC S-8 filed 2026-10-22. Open the primary document before acting on it.
Open on SEC.gov - 8-KOct 20, 2026
8-K · period 2026-10-20
SEC 8-K covering the period ended 2026-10-20. Open the primary document before acting on it.
- Results of operations and financial condition
- Financial statements and exhibits
- 8-KAug 14, 2026
Share issuance — Cursor acquisition
SpaceX issued approximately 389.3 million new Class A shares in connection with the Cursor transaction, lifting diluted share count to ~13.4 billion.
- 389,289,254 Class A shares issued.
- Dilution is modest at the 13B+ share count but is a real share-count step-up.
- Strategic rationale: software / AI tooling adjacent to vehicle and constellation operations.
- 8-KAug 4, 2026
Q2 2026 earnings release
Furnished earnings materials two sessions before the first lock-up expiration. Consensus had framed a modest per-share loss; the print and call set up the Aug 6 unlock.
- Results published immediately ahead of the 911.5M-share first unlock.
- Call commentary focused on Starlink ARPU, launch backlog, and Starship Flight 13.
- No change to the staggered lock-up calendar disclosed in the S-1.
- 10-QAug 4, 2026
Q2 2026 quarterly report
First full quarterly report as a public company. Launch cadence, Starlink subscriber growth, and Starship test-flight costs were the three items the street parsed hardest.
- Starlink remained the primary revenue engine; launch services the high-margin second leg.
- Starship development continued to be expensed as R&D rather than capitalized.
- Management reiterated multi-year cadence toward operational Starship and V3 Starlink.
- S-8Aug 4, 2026
S-8
SEC S-8 filed 2026-08-04. Open the primary document before acting on it.
Open on SEC.gov - S-8Aug 4, 2026
S-8
SEC S-8 filed 2026-08-04. Open the primary document before acting on it.
Open on SEC.gov - 8-KJun 26, 2026
8-K · period 2026-06-26
SEC 8-K covering the period ended 2026-06-26. Open the primary document before acting on it.
- Other events
- Financial statements and exhibits
- 8-KJun 23, 2026
8-K · period 2026-06-23
SEC 8-K covering the period ended 2026-06-23. Open the primary document before acting on it.
- Other events
- Financial statements and exhibits
- 8-KJun 22, 2026
8-K · period 2026-06-22
SEC 8-K covering the period ended 2026-06-22. Open the primary document before acting on it.
- Regulation FD disclosure
- Other events
- Financial statements and exhibits
- 8-KJun 17, 2026
8-K · period 2026-06-16
SEC 8-K covering the period ended 2026-06-16. Open the primary document before acting on it.
- Director / officer change
- 8-KJun 16, 2026
8-K · period 2026-06-16
SEC 8-K covering the period ended 2026-06-16. Open the primary document before acting on it.
- Entry into a material agreement
- Unregistered sales of equity
- Financial statements and exhibits
- 8-KJun 15, 2026
8-K · period 2026-06-15
SEC 8-K covering the period ended 2026-06-15. Open the primary document before acting on it.
- Unregistered sales of equity
- Item 3.03
- Director / officer change
- Item 5.03
- 424B4Jun 12, 2026
424B4
SEC 424B4 filed 2026-06-12. Open the primary document before acting on it.
Open on SEC.gov - S-8Jun 12, 2026
S-8
SEC S-8 filed 2026-06-12. Open the primary document before acting on it.
Open on SEC.gov - S-1/AJun 11, 2026
IPO pricing amendment
Finalized the $135 IPO price, ~556 million primary shares, and the unusual nine-tranche lock-up rather than a single 180-day cliff.
- Priced at $135; opened $150; first-day close $160.95.
- Largest IPO on record by proceeds (~$75B).
- Musk ~6.42B shares locked a full 366 days, with no early-release trigger.
- S-1/AJun 3, 2026
S-1/A
SEC S-1/A filed 2026-06-03. Open the primary document before acting on it.
Open on SEC.gov - S-1/AJun 1, 2026
S-1/A
SEC S-1/A filed 2026-06-01. Open the primary document before acting on it.
Open on SEC.gov - S-1May 20, 2026
Initial public registration
The public S-1 that confirmed the Nasdaq ticker SPCX, dual-class structure, and the business mix of launch, Starlink, and Starship.
- Ticker SPCX on Nasdaq.
- Dual-class voting: Musk retains voting control.
- Risk factors flagged Starship development, constellation capex, and regulatory exposure.
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