Intuitive Machines vs Planet Labs PBC
Planet Labs PBC is the larger business, with $308m of revenue in fiscal 2026 against $210m for Intuitive Machines (1.5 times as much). Planet Labs PBC grew faster (25.9% against -7.9%). Intuitive Machines kept more of each dollar of sales as profit: a net margin of -39.7% against -80.2%.
| Latest fiscal year | Intuitive MachinesLUNR, 2025 | Planet Labs PBCPL, 2026 |
|---|---|---|
| Revenue | $210m | $308m |
| Revenue growth | -7.9% | 25.9% |
| Net income | −$83.3m | −$247m |
| Operating margin | -41.5% | -30.9% |
| Net margin | -39.7% | -80.2% |
| Return on equity | — | -78.4% |
| Free cash flow | −$56.0m | $57.6m |
| Cash | $583m | $229m |
| Total debt | $335m | — |
| Debt to equity | — | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $20.7m | — |
| Employees | 525 | 1,000 |
| Market value | $1.70bn | $4.87bn |
| Price vs our value range | — | — |
| Moat score | — | 34 (Weak) |
| Insider trades, 12 months | 2 buys, 74 sales | 0 buys, 25 sales |