SpaceX will release its third-quarter 2026 results after market close Oct. 20, offering a new measure of performance following $18.369 billion in second-quarter capital expenditures.
AI received $15.828 billion of that investment. SpaceX allocated $1.367 billion to Connectivity and $1.174 billion to Space, according to its second-quarter results.
Revenue reached $7.814 billion in the second quarter, up 92% from $4.071 billion a year earlier. SpaceX tied AI revenue growth primarily to new infrastructure contracts. It attributed Connectivity growth to Starlink customers and its enterprise and government business.
The quarterly net loss narrowed by $467 million to $541 million. SpaceX reported $3.538 billion in adjusted EBITDA, which it identifies as a non-GAAP measure.
Connectivity generated $1.656 billion in operating income. AI recorded an operating loss of $1.257 billion, while Space posted an operating loss of $542 million.
SpaceX has scheduled a webcast to discuss the third-quarter results for 4:30 p.m. ET (20:30 UTC) on Oct. 20.



