One-sentence summary
SpaceX released its Q3 2026 results in the early hours of October 21, 2026 (Beijing time): revenue of USD 14.58 billion, up 161% year over year, net profit of USD 4.4 billion (first quarterly profit since IPO), AI business revenue of USD 7.56 billion, up 830% and 52% of revenue, and nameplate compute of 1.7 GW as of September 30.
Data Description
- Source: SpaceX official results (SpaceX Reports Third Quarter 2026 Results, released October 21, 2026); financial figures cross-checked against Sina Finance reporting on October 21, 2026.
- Period: third quarter of 2026, ended September 30, 2026; year-over-year base is Q3 2025.
- Definitions: revenue, net profit and adjusted EBITDA follow the company's reporting definitions; AI business refers to the Super Intelligence (SI) segment; nameplate compute refers to the nominal compute capacity of the supercomputer clusters.
Core Data
| metric | Field meaning | value | YoY | Consensus |
|---|---|---|---|---|
| revenue | Quarterly revenue (USD B) | 14.58 | +161% | 12.72 (LSEG) |
| net_profit | Quarterly net profit (USD B) | 4.4 | Turnaround (1.05 loss a year ago) | 1.57 |
| adjusted_ebitda | Adjusted EBITDA (USD B) | 8.81 | +306% | More than 30% above |
| si_revenue | AI (Super Intelligence) revenue (USD B) | 7.56 | +830% | 6.47 |
| si_revenue_share | AI share of total revenue | 52% | 33% last quarter | — |
| starlink_revenue | Starlink revenue (USD B) | 5.25 | +69.4% | Above consensus |
| starlink_users | Starlink subscribers (millions) | 13.6 | +1.6M QoQ | — |
| starlink_arpu | Starlink consumer ARPU (USD) | 69 | +5% QoQ | — |
| launch_revenue | Launch services revenue (USD B) | 1.77 | +6% | 1.46 |
| nameplate_compute | Nameplate compute (GW) | 1.7 | 1.4 as of June 30 | — |
Field Description
- revenue: Q3 2026 revenue in USD billions, year-over-year base Q3 2025.
- net_profit: quarterly net profit in USD billions; net loss of USD 1.05 billion in the year-ago quarter.
- adjusted_ebitda: adjusted EBITDA in USD billions.
- si_revenue and si_revenue_share: AI (Super Intelligence SI segment) revenue and its share of quarterly revenue.
- starlink_users: cumulative Starlink subscribers in millions; starlink_arpu: consumer average revenue per user (ARPU) in USD.
- nameplate_compute: nominal compute capacity of SpaceX supercomputer clusters in gigawatts (GW), as of September 30, 2026; 1.4 GW as of June 30, 2026.
- Consensus: LSEG analyst consensus; both consensus and actual figures follow the company report and authoritative financial media.