SpaceX generated approximately $14.58 billion in revenue in the third quarter of 2026, up 161% from a year earlier. Its Super Intelligence segment, which includes compute services, Grok and Cursor, brought in $7.56 billion, an 830% increase, while Starlink reported $5.25 billion, up 69%. As of September 30, 2026, SpaceX held approximately $89.9 billion in cash and marketable securities against $38.8 billion in debt and finance leases. A multi-year contract with Anthropic, worth approximately $15 billion on an annualized basis, is a major driver of growth, while AI capital spending ranged from $15.83 billion to $16.44 billion across the second and third quarters.
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