SpaceX (SPCX) Q3 earnings: How key metrics compare to Wall Street estimates

SpaceX (SPCX) reported $14.58 billion in revenue for the quarter ended September 2026, representing no change year over year. EPS of $0.35 for the same period compares to $0 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $12.54 billion, representing a surprise of +16.26%. The company delivered an EPS surprise of +250%, with the consensus EPS estimate being $0.10.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how SpaceX performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenues- Space: $1.77 billion versus $1.43 billion estimated by nine analysts on average.
• Revenues- SI: $7.56 billion versus the nine-analyst average estimate of $6.03 billion.
• Revenues- Connectivity: $5.25 billion versus $4.78 billion estimated by nine analysts on average.