The forwarded Q3 2026 reports say SpaceX beat revenue and profit estimates, while capex was roughly in line. SpaceX’s own summary confirms $14.6B in revenue, up 161% year over year, and 1.7 GW of nameplate compute as of September 30, 2026 (SpaceX).

The forwarded Q3 2026 reports say SpaceX beat revenue and profit estimates, while capex was roughly in line. SpaceX’s own summary confirms $14.6B in revenue, up 161% year over year, and 1.7 GW of nameplate compute as of September 30, 2026 (SpaceX).

The forwarded figures put revenue at $14.58B versus $12.87B expected, net income at $4.40B versus $1.88B, and adjusted EBITDA at $8.81B versus $6.59B. They report AI revenue of $7.56B versus $6.3B, connectivity revenue of $5.25B versus $4.86B, and space revenue of $1.77B versus $1.43B; capex was $19.59B versus $19.6B expected (Telegraph report).

Investanswers adds that compute grew from 1.4 GW to 1.7 GW and says revenue beat the highest Street estimate of $13.9B by nearly $700M (post). The reports name no source for the estimates.