Intuitive Machines, LLC

Intuitive Machines, LLC, a Houston-based for-profit limited liability company, delivers lunar payload transportation, surface operations, and space communications infrastructure to NASA and the Department of Defense as a prime contractor (78% of recent awards), with no set-aside restrictions and competitive posture across unrestricted federal opportunities.

NASA dominates Intuitive Machines' customer concentration. The top five agencies account for all $19.36 billion in combined potential value across forty awards, with NASA Goddard Space Center (8 awards, $9.66 billion) and NASA Johnson Space Center (17 awards, $7.79 billion) anchoring the portfolio. The Department of the Air Force Space and Missile Systems Center adds $1.84 billion through a single space domain awareness IDIQ, and the Department of Defense Missile Defense Agency contributes a $151 billion SHIELD platform IDIQ awarded December 29, 2025, though task-order activity on that vehicle remains minimal (one $500 initial order). NASA Langley Research Center and Air Force Research Laboratory round out the active customer set with $41.9 million and $25.7 million respectively.

Intuitive Machines operates under multiple parent vehicles anchoring its NASA work. The Commercial Lunar Payload Services (CLPS) program has generated nine task orders worth $587.6 million combined potential value, including a $148.4 million delivery order issued June 30, 2026, to finalize mission design, execute long-lead procurements, and deliver lunar payload and surface operations for an August 30, 2027, completion. The $4.6 billion Lunar Terrain Vehicle Services (LTVS) indefinite delivery contract, awarded March 28, 2024, through Johnson Space Center and running through March 27, 2037, provides unpressurized lunar surface mobility for extravehicular activity and has generated two recent delivery orders ($1.1 million for mission requirements assessment, $462,048 for lunar terrain vehicle logistics transfer capabilities study). Intuitive Machines also holds seats on two General Services Administration OASIS+ vehicles awarded in December 2024 — the OASIS+ Unrestricted IDIQ (unrestricted, multiple award, no ceiling specified in source, through December 16, 2029) and OASIS+ Total Small Business IDIQ (small-business set-aside, multiple award, no ceiling specified in source, through December 18, 2029) — though neither has generated visible task-order activity to date.

Core capability portfolio centers on commercial lunar lander development and operations, lunar surface payload delivery, and space-based communications relay. Representative prime work includes a $46.8 million CLPS delivery order (CT-4) awarded March 25, 2026, for lunar surface payloads and research investigations through May 31, 2031; a $4.82 billion Near Space Network services contract awarded February 1, 2025, by NASA Goddard for GEO-to-CISLUNAR direct-to-Earth communications relay through September 30, 2029; a $3.7 million firm fixed-price contract from NASA Marshall Space Flight Center (April 30, 2025) for NextSTEP-2 lunar logistics handling and offloading concept studies; and a $15.5 million Phase E Lunar Reconnaissance Orbiter (LROC) contract from NASA Goddard (September 30, 2025) for mission operations and engineering through September 29, 2028. Intuitive Machines also received a $460,283 research grant from NASA's Science Mission Directorate (awarded January 2, 2025, completion June 14, 2028) to characterize optical maturity change in lunar crater ejecta, positioning the company as a NASA science research participant alongside its systems-integration and operations roles. The Air Force Research Laboratory awarded a $25.7 million JETSON Low Power contract (September 29, 2023) for on-orbit nuclear power technology studies supporting the STAR-FISH program through March 29, 2028.

Activity has accelerated sharply in recent years — two awards in 2022 to eleven in 2025 — with three awards recorded in 2026 year-to-date. Seven awards (combined potential value $326 million) face ultimate completion within the next twenty-four months, presenting recompete opportunity: the CLPS CP-11 task order ($85.6 million, due March 31, 2027), the CLPS mid-sized lander study ($491,748, due September 30, 2025), NextSTEP-2 communications capabilities studies ($126,650, due September 1, 2025), the LROC Phase E contract ($15.5 million, due September 29, 2028 — within the window), and LTVS delivery orders ($1.6 million combined, due December 31, 2025, and November 28, 2025).

Intuitive Machines subcontracts infrequently (22% of recent awards). Subcontract work includes support roles under Arizona State University on Korea Pathfinder Lunar Orbiter (KPLO) ShadowCam instrument operations (awards December 12, 2022, and October 24, 2024, for sustained operations of the optical camera mapping permanently shadowed lunar regions); a systems engineering role under McCaliie Associates, Inc. (November 19, 2023) supporting Dragonfly mission payload fault management and guidance, navigation, and control systems for NASA's Planetary Science Projects Division; and engineering services under Aerodyne-SGT Engineering Services, LLC (October 11, 2022) on the MIST II multidisciplinary engineering IDIQ for space flight and ground systems development. Service Contract Inventory data shows minimal SCI-reportable invoiced revenue ($0 across FY2022–FY2024 at the prime level) and sparse FTE trajectory (47.7 FTEs in FY2022, zero in FY2023, 13.0 FTEs in FY2024), indicating that Intuitive Machines' federal revenue is dominated by hardware, payload delivery, and development contracts rather than labor-hour services captured in SCI reporting. The company operates one named subsidiary, Space Network Solutions LLC.