Intuitive Machines vs Planet Labs
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KIRAβs take AI analyst
I put Intuitive Machines and Planet Labs side by side, using each oneβs latest annual report. Here is what stands out:
- Planet Labs is the larger business, with $308M of revenue in fiscal 2026 against $210M for Intuitive Machines.
- Planet Labs grew revenue faster (25.9%, against β7.9%).
- Planet Labs kept more of each dollar of sales as operating profit (β30.9% operating margin, against β41.5%).
- Planet Labs turned more of its sales into free cash flow (18.7% FCF margin, against β26.6%).
Who comes out ahead
Of the 6 measures where higher (or lower) is clearly better, how many each company leads.
Intuitive Machines
LUNR
1/6
Net margin
Planet Labs
PL
4/6
Revenue growthOperating marginFCF marginShare count change
Side by side
Best in the row
| Latest fiscal year | LUNR FY25 | PL FY26 |
|---|---|---|
| Size | ||
| Market cap | $1.7B | $4.8B |
| Revenue | $210M | $308M |
| Free cash flow | β$56.0M | $57.7M |
| Net income | β$83.3M | β$247M |
| Growth | ||
| Revenue growth | β7.9% | 25.9% |
| 5-year growth | β | 22.1% |
| Share count change | 88.0% | 5.4% |
| Profitability | ||
| Gross margin | β | 56.1% |
| Operating margin | β41.5% | β30.9% |
| Net margin | β39.7% | β80.2% |
| FCF margin | β26.6% | 18.7% |
| Return on capital | β | β70.1% |
| Return on equity | β | β78.4% |
| Balance sheet | ||
| Net debt | β$247M | β$193M |
| Net debt / EBITDA | β | β |
| Dividends and buybacks | $20.7M | $0.0M |
| Valuation & quality | ||
| P/E | β | β |
| Piotroski F-score | 3 | 3 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.