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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

—Days
—Hours
—Min
—Sec

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
    Open on SEC.gov
  • 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.
    Open on SEC.gov
  • 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.
    Open on SEC.gov
  • 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.
    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
  • 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
    Open on SEC.gov
  • 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
    Open on SEC.gov
  • 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
    Open on SEC.gov
  • 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
    Open on SEC.gov
  • 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
    Open on SEC.gov
  • 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
    Open on SEC.gov
  • 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.
    Open on SEC.gov
  • 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.
    Open on SEC.gov

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