The first financial report after SpaceX's IPO is about to be revealed: the three major businesses of rockets, Starlink, and AI will submit their results

According to Jinshi reports, SpaceX (SPCX) will announce its Q2 2026 financial report after the U.S. stock market closes on Tuesday. This is the company's first quarterly performance disclosure since going public in June, and the market will evaluate the actual performance of its three major businesses: rocket launches, satellite internet, and artificial intelligence, and assess whether the current high valuation can be supported by revenue growth and AI investment returns.

Cantor Fitzgerald analyst Colin Canfield previously stated that the first quarterly financial report may have "extreme expectation bias," meaning there could be significant discrepancies between actual performance and market forecasts.

According to FactSet data, the market expects SpaceX's Q2 revenue to be approximately $6.88 billion, with a loss of 23 cents per share; at the same time, the company is expected to have quarterly EBITDA of about $2.1 billion, with annual revenue of approximately $39 billion and EBITDA of about $17.3 billion.