Inventory of Contracts (Active & Completed)
I'm updating my investment thesis to incorporate material active and completed contracts, which I'll be adding to the Wiki. Sharing more broadly since the group has had questions about contracts recently. Feel free to flag anything I missed.
Active Contracts
| Contract / Award Name | Award Date | Description | Amount |
|---|---|---|---|
| CS-8 Commercial Lunar Payload Services ("CLPS") – IM6 | Jun 2026 | Deliver a production-line-qualified Nova-C lander by no later than 2028 carrying SCALPSS, LRA, and LETS payloads. Establishes high-volume, repeatable lunar transport for NASA’s moon base / Artemis | $148.3M |
| Two Prime Lunar Reconnaissance Contracts – LROC & ShadowCam (NASA) | May 2026 | Prime contractor for operations of the Lunar Reconnaissance Orbiter Camera (LROC) aboard NASA’s LRO and the ShadowCam instrument on the Korean Pathfinder Lunar Orbiter. | $20.0M |
| Commercial Lunar Payload Services ("CLPS") – IM5 Nova-D | Mar 2026 | Deliver seven science and technology payloads to the Lunar South Pole region (Mons Malapert), plus an Australian Space Agency rover and Honeybee Robotics (Blue Origin) technologies. | $180.4M |
| SDA Tranche 3 Tracking Layer – Spacecraft Platforms (Sub-Contract) | Mar 2026 | Selected by L3Harris to design, build and deliver 18 spacecraft platforms for the Space Development Agency (SDA) Tranche 3 Tracking Layer of the Proliferated Warfighter Space Architecture (Missile Tracking) | Undisclosed |
| AFRL Contract Extension to Advance In-Space Nuclear Power Technology | Oct 2025 | Develop next-generation nuclear power systems for spacecraft and lunar infrastructure. Accelerate readiness of compact nuclear power conversion technology that overcomes solar power limitations and enables lengthier missions on the Moon and in deep space. | $8.2M |
| Phase 2 Government Contract to Advance Orbital Transfer Vehicle ("OTV") through Critical Design Review | Jul 2025 | Advance its Orbital Transfer Vehicle (“OTV”) through Critical Design Review (“CDR”)—the final engineering milestone on a previously disclosed contract, before manufacturing begins. | $9.8M |
| EchoStar XXVI High-Power GEO Communications Satellite (Lanteris) | Jun 2025 | Selected to build one high-power GEO communications satellite based on 1300 satellite bus to serve DISH TV across all 50 US states and Puerto Rico. Delivery expected in 2028. | Undisclosed |
| Reentry and Microgravity Biomanufacturing Spacecraft - Texas Space Commission - SEARF | Apr 2025 | Development of an Earth reentry vehicle and orbital fabrication lab designed to enable microgravity biomanufacturing and is intended to serve as a critical risk-reduction platform for the Company’s future lunar sample return missions. | $10.0M |
| GEO High-Power Communication Satellite – Undisclosed Commercial Customer (Lanteris) | Mar 2025 | Order for one GEO high-power communications satellite on the 1300 bus for an undisclosed private commercial customer. | Undisclosed |
| Near Space Network ("NSN") Services - Subcategory 1.2 | Dec 2024 | DTE Geostationary ("GEO") to Cislunar DTE Services, offering enhanced data transmission capabilities and autonomous operations. | Included within NSN |
| Near Space Network ("NSN") Services - Subcategory 1.3 | Dec 2024 | Cislunar Direct-to-Earth Services, addressing mission needs of highly elliptical orbits and deep space operations | Included within NSN |
| Near Space Network ("NSN") Services - Subcategory 2.2 | Sept 2024 | Geostationary Orbit to Cislunar Relay Services. Communication and navigation services for missions in the near space region, which extends from Earth’s surface to beyond the Moon. Firm-Fixed-Price, Multiple Award, Indefinite-Delivery/Indefinite-Quantity (“IDIQ”) Task Order Contract. | Maximum Potential Value of $4.82B |
| Commercial Lunar Payload Services ("CLPS") - IM4 | Aug 2024 | Deliver six science and technology payloads, including one European Space Agency-led drill suite to the Moon’s South Pole. | $116.9M |
| SDA Tranche 2 Tracking Layer – Spacecraft Platforms (Sub-Contract – Lanteris) | 2024 | Selected by L3Harris to design, build and deliver 18 spacecraft platforms for the Space Development Agency (SDA) Tranche 2 Tracking Layer of the Proliferated Warfighter Space Architecture (Missile Tracking) Awarded to Lanteris prior to acquisition. | Undisclosed |
| Zeno Power Survive the Night Radioisotope Power System - NASA | Jul 2023 | Development of a Radioisotope Power System (RPS) that may enable lunar assets to survive and operate during the lunar night and in permanently shadowed regions of the Moon. | $2.4M |
| OMES III Contract - NASA | Apr 2023 | The NASA OMES III contract’s principal purpose is to support the NASA GSFC Engineering and Technology Directorate (ETD). ETD is an end-to-end science mission operation that is instrumental in designing missions, building satellites and instruments, operating and controlling spacecraft, and acquiring and distributing data to the worldwide science community. | $719.0M |
| SiriusXM SXM-12 Digital Audio Radio Satellites | Nov 2022 | Build a high-power digital audio radio satellite on the Lanteris 1300 bus. This supports SiriusXM’s constellation refresh. | Undisclosed |
| SDA Tranche 1 Tracking Layer – Spacecraft Platforms (Sub-Contract – Lanteris) | Aug 2022 | Selected by L3Harris to design, build and deliver 16 spacecraft platforms for the Space Development Agency (SDA) Tranche 1 Tracking Layer of the Proliferated Warfighter Space Architecture (Missile Tracking) Awarded to Lanteris prior to acquisition. | Undisclosed |
| Commercial Lunar Payload Services ("CLPS") - IM3 | Nov 2021 | Deliver four payloads to the moon in 2024. It's the company's third contract with NASA. IM-3 now targets 2H 2026. | $77.5M |
| NASA Gateway Power and Propulsion Element (PPE) (Lanteris) | May 2019 | NASA firm-fixed-price prime contract to design and build the foundational module providing power, propulsion, and communications for NASA’s Lunar Gateway. Based on 1300 satellite bus. Later repurposed for Space Reactor-1 Freedom. | $375.0M |
Completed Contracts
| Contract / Award Name | Award Date | Description | Amount |
|---|---|---|---|
| Lunar Logistics, Cargo and Mobility Solutions - NextSTEP Appendix R - NASA | Jan 2025 | A study contract to advance lunar logistics handling and offloading; and surface cargo and mobility under the agency’s Next Space Technologies for Exploration Partnership (NextSTEP) Appendix R. | $2.5M |
| Lunar Terrain Vehicle Services Feasibility Assessment | Apr 2024 | Creating a feasibility roadmap to develop and deploy a Lunar Terrain Vehicle (“LTV”) on the Moon using Intuitive Machines’ Nova-D cargo-class lunar lander. The first phase award marks the Company’s entrance into human spaceflight operations within NASA’s $4.6 billion LTV Services project. | $30.0M |
| Joint Energy Technology Supplying On-Orbit Nuclear Power (JETSON) - AFRL | Nov 2023 | Develop technical solutions for satellite positioning and maneuverability using Radioisotope Power Systems (“RPS”) in support of NASA’s GATEWAY – a multi-purpose outpost orbiting the Moon. | $9.5M |
| EchoStar XXV High-Power GEO Communications Satellite (Lanteris) | 2023 | EchoStar ordered EchoStar XXV, a high-powered GEO communications satellite on the 1300 platform. Launched in 2026 and highlights a decade long manufacturing relationship between EchoStar and Lanteris | Undisclosed |
| SiriusXM SXM-11 Digital Audio Radio Satellites | Nov 2022 | Build a high-power digital audio radio satellite on the Lanteris 1300 bus. Launched in June 2026. This supports SiriusXM’s constellation refresh. | Undisclosed |
| IX Fission Surface Power Solution - NASA & DoE | Jun 2022 | Study to mature the design of a Fission Surface Power (FSP) solution that will deliver at least 40 kWe power flight system to the Moon by 2028. | $5.0M |
| Micro-Nova Extreme Lunar Mobility Spacecraft | Jul 2021 | Develop, fly, and operate a deployable “hopper lander” on the Moon. For this mission design, Micro-Nova can carry a 1-kilogram payload more than 2.5 kilometers to access lunar craters and enable high-resolution surveying of the lunar surface under the flight path. | $41.6M |
| Commercial Lunar Payload Services ("CLPS") - IM2 PRIME-1 | Oct 2020 | PRIME-1 task order to deliver NASA's Polar Resources Ice Mining Experiment-1 (drill + mass spectrometer) and other payloads to the lunar South Pole. Nova-C lander "Athena" launched and landed 3/6/2025 but came to rest on its side, ending the surface mission early (~13 hours); partial data returned. | $47.0M Initial |
| Commercial Lunar Payload Services ("CLPS") - IM1 | May 2019 | Intuitive Machines' first CLPS task order. Nova-C lander "Odysseus" delivered NASA and commercial payloads to the lunar South Pole region (near Malapert A). Landed 2/22/2024 — the first U.S. soft lunar landing since Apollo and the first ever by a commercial company; leaned at an angle but returned data for ~7 days (deemed successful). | $77.0M Initial |
Note: Completed contracts from legacy Lanteris / Maxar Space Systems are included only if completed (delivered/launched) after the acquisition closed in January 2026. Active legacy contracts are included regardless of award date, as they remain in IM's backlog.