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SpaceX (SPCX) earnings date & stock reaction

Limited data

SpaceX · Industrials

SpaceX earnings date & time

Next earningsTue, November 3 around 4:00 PM ET, after the closescheduled

Schedule

Korea time (KST)
Wed, November 4
Typical move
±13.6% · 1-report avg

What the market expects

Consensus EPS

$0.14Coming in above this counts as a beat

Full earnings calendarFrom an earnings calendar
Latest reportApr–Jun 2026 results· August 4, 2026 reported
EPS consensus -$0.29 → -$0.09 ▲ +68.9% beatRev $4.1B → $7.8B +92% YoY
Post-earnings price move
Next-day move
-13.6%
After 5 days
+6.3%
Price around earnings
Around this report
Sector peer Boeing Company (The) (7/28): missed, yet stock +4.8%A same-industry peer, Boeing Company (The), reported within the 10 days before this one (7d earlier). How the market took it (next-day move +4.8%) is the best read on the sector mood. A beat that still fell means the bar was high, so this stock may face similar pressure.Ran up +12% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.
Earnings call92% revenue growth driven by AI infrastructure expansion
“We ended the second quarter with $100 billion of cash, cash equivalents, and marketable securities, and $47.5 billion in backlog.”
· CFO
Positives
  • ▲Explosive revenue growth across all segments
    • Total revenue reached $7.8 billion this quarter, up 92% vs last year.
    • Connectivity segment revenue grew to $4.3 billion, up 66% vs last year.
  • ▲Doubling of Starlink subscribers
    • Starlink subscribers reached 12.0 million this quarter, doubling vs last year.
    • Connectivity operating income rose to $1.7 billion, up 79% vs last year.
  • ▲AI infrastructure and contract wins
    • AI segment revenue hit $2.6 billion, up 247% vs last year.
    • Secured $14.1 billion in contracted sales through new cloud service agreements.
Concerns
  • ▼Persistent operating and net losses
    • The company reported an operating loss of $143 million and a net loss of $541 million this quarter.
    • Year-to-date net loss reached $4.8 billion, widening from $1.5 billion in the same period last year.
  • ▼Surging AI capital expenditures
    • AI segment Capex reached $15.8 billion this quarter, compared to $0.75 billion in the same period last year.
    • Total Capex of $18.4 billion significantly exceeded the quarterly revenue of $7.8 billion.
  • ▼Deteriorating profitability in Space segment
    • Space segment operating loss widened to $542 million from $369 million vs last year.
    • Space segment adjusted EBITDA was -$205 million, worsening from -$93 million vs last year.
Based on the Aug 4, 2026 earnings release. Quotes are verbatim.

SpaceX (SPCX) rose the day after earnings in 0 of its last 1 reports (0%), moving ±13.6% on average. It has fallen despite beating the consensus estimate 1 times.

Up next day
0/1
0%
Fell despite growth
1/1
Good earnings ignored
Price when beating
-13.6%
avg over 1 beats
Price when missing
—
never missed
Avg earnings move
±13.6%
typical swing on earnings
Biggest single move
-13.6%
'26.8 · largest reaction
🔑What actually moves this stock?
What really matters here
Launch and contract progress (early: milestones over earnings)
In finance terms: Launches · contracts
What to watch next report

Watch launch and contract progress, not earnings.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

vs Industrials sector avg (195 peers)
This
-13.6%
Sector
+0.5%
Avg next-day reaction

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Apr–Jun 2026 results
Reported 2026-08-04
Next-day move
-13.6%
After 5 days +6.3%
EPS consensus -$0.29 → -$0.09 ▲ +68.9% beatRev $4.1B → $7.8B +92% YoY
Beat by +68.9% but stock -13.6%
Price around earnings
Around this report
Sector peer Boeing Company (The) (7/28): missed, yet stock +4.8%A same-industry peer, Boeing Company (The), reported within the 10 days before this one (7d earlier). How the market took it (next-day move +4.8%) is the best read on the sector mood. A beat that still fell means the bar was high, so this stock may face similar pressure.Ran up +12% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.

Earnings trend · last 12 quarters

EPS$-0.09YoY +74%
'26.8'26.8
Revenue$7.8BYoY +92%
'26.8'26.8

Frequently asked questions

When is the next SpaceX earnings date?

The next SpaceX (SPCX) earnings report is expected Tue, November 3 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for SpaceX's next earnings?

Analysts expect EPS of about $0.14 for SpaceX (SPCX). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does SpaceX (SPCX) stock usually go up after earnings?

Over the last 1 earnings reports, the stock rose on 0 of them (0%). The average move on earnings day was ±13.6%.

Does SpaceX react more to the earnings numbers or to guidance?

In 1 of the last 1 reports (100%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can SpaceX stock fall even when earnings are good?

Yes. In 1 of the last 1 reports, SpaceX fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.