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Intuitive Machines to Acquire Lanteris Space Systems in $800 Million Deal

The purchase positions the lunar specialist to pursue larger multibillion-dollar government programs, with closing targeted for early 2026 pending approvals.

The SpaceX Falcon 9 rocket carrying Intuitive Machines' Nova-C lander from Cape Canaveral is seen from Vero Beach, Florida, U.S., February 26, 2025. REUTERS/Sam Wolfe

Overview

  • The transaction totals $800 million, split between $450 million in cash and $350 million in Intuitive Machines stock.
  • Closing is expected in the first quarter of 2026 subject to regulatory review, and Advent International will keep an undisclosed stake in the combined company.
  • The companies cite about $850 million in trailing 12-month revenue, roughly $920 million in backlog as of Sept. 30, and positive adjusted EBITDA for the combined business.
  • Executives say the deal shifts Intuitive Machines from lunar landers to a vertically integrated space prime spanning Earth‑orbit spacecraft and lunar missions, leveraging Lanteris’s defense, communications and science satellite work.
  • Shares fell about 5% in premarket trading after Intuitive Machines also reported third-quarter revenue of $52.4 million, a $10 million net loss, and a $235.9 million backlog.