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.

reddit.com
u/thespacecpa — 3 days ago

Discussion - NASA Moon Base Update June 30, 2026 @ 2:30pm

NASA Administrator Jared Isaacman will host a virtual conversation at 2:30 p.m. EDT, Tuesday, June 30, to share updates to NASA’s plans to build a Moon Base on the lunar surface.

Administrator Isaacman and Carlos García-Galán, Moon Base program manager, will discuss the next set of awards for new lunar lander missions and preview upcoming opportunities as the agency works toward building a sustained presence on the Moon.

The discussion will stream on NASA’s YouTube channel. An instant replay will be available online. Learn how to watch NASA content on a variety of platforms, including social media.

To ask a question virtually during the event, media must RSVP no later than 12:30 p.m., June 30 to: hq-media@mail.nasa.gov. NASA’s media accreditation policy is available online.

NASA is advancing development of the Moon Base, a long-term lunar exploration and infrastructure initiative designed to enable sustained human presence and expanded scientific and commercial activity on the lunar surface.
As part of the Golden Age of innovation and exploration, NASA will send astronauts on increasingly difficult missions to explore more of the Moon for scientific discovery, economic benefits, and to build on our foundation for the first crewed missions to Mars.

For more information about NASA’s Moon Base plans, visit:
https://www.nasa.gov/moonbase

u/thespacecpa — 6 days ago

Intuitive Machines Announces Two Prime Lunar Reconnaissance Contracts

HOUSTON, May 18, 2026 (GLOBE NEWSWIRE) -- Intuitive Machines, Inc. (Nasdaq: LUNR) (“Intuitive Machines”, together with its subsidiaries, the “Company”), a space technology, infrastructure, and services leader, is now the prime contractor for operations of the Lunar Reconnaissance Orbiter Camera (“LROC”), a key instrument aboard NASA's Lunar Reconnaissance Orbiter ("LRO"), and the ShadowCam instrument, a specialized lunar imaging camera on board the Korea Pathfinder Lunar Orbiter that provides visibility in light obscured conditions such as dark and shadowed regions of the Moon.

Under the $15.5 million cost-plus-fixed-fee three-year prime contract for LROC and the $4.5 million cost-plus-fixed-fee three-year prime contract for ShadowCam, Intuitive Machines is leading imaging operations, data storage and analysis, and mission support. The Company also is leading LROC’s Moon surface mapping operations, and advance ShadowCam imaging of permanently shadowed regions.   

Intuitive Machines plans to interpret and integrate the publicly available LROC Planetary Data System archive for its lunar data relay satellite constellation to provide orbital and surface navigation services across government and commercial exploration.

“Exploration is empowered by data-driven insights,” said Intuitive Machines CEO Steve Altemus. “The experienced LROC team has mapped and analyzed the lunar surface in unprecedented detail. Now working alongside our data services group, the LROC team is advancing secure, real-time navigation and precision surface operations, laying the foundation for scalable lunar data services.”

Since LRO’s launch in 2009, LROC has captured more than 2.6 million Narrow Angle Camera (NAC) and more than 640,000 Wide Angle Camera (WAC) high-resolution images of the lunar surface as part of the LRO mission. The mission delivers insights that help shape lunar policy, guide infrastructure planning and development, and establish a framework for deep space exploration.

The LROC images are used to generate global terrain models, high-resolution local terrain models, derive surface feature and composition maps, and provide landing site analysis data supporting NASA’s Artemis campaign and commercial lunar missions. This data represents a significant portion of the more than 1.8 petabytes stored on NASA PDS and serves as a digital backbone for modern lunar mission planning and surface operations.

Intuitive Machines is establishing foundational infrastructure required for secure, sustained lunar operations by combining the capabilities of its planned lunar data relay satellite constellation with the deep space navigation expertise of its wholly owned KinetX subsidiary and the extensive lunar imagery and analyses generated by the LROC team.

investors.intuitivemachines.com
u/thespacecpa — 2 months ago
▲ 104 r/IntuitiveMachines+1 crossposts

Today, on National Astronaut Day, Intuitive Machines announced two redesigns of their Lunar Terrain Vehicle to meet to revised requirements of Phase I of the LTV contract. Moon RIDER and Moon RANGER. We don’t have any additional information at this time besides the announcement post. Phase I of the LTV contract is expected on May 22nd based on NASA’s procurement timeline.

Edit: Moon RIDER (Rapid Initial Delivery Exploration Rover) and Moon RANGER (Rapid Autonomous Navigation and Exploration Rover)

u/_DoubleBubbler_ — 2 months ago

What Is the Scope of the Planned Contract Modification?

According to a special notice published Monday on SAM.gov, Space Systems Command, through System Delta 89, intends to issue a sole-source modification to raise the shared ceiling by $4.4 billion from the original $1.84 billion value. The contract vehicle supports the acquisition of space-based space domain awareness technologies.

The effort covers systems engineering, design and prototyping, system build and integration, demonstrations and operational support. Work may also include analysis and studies supporting space domain awareness mission functions, including space-based surveillance and reconnaissance.

Which Contractors Are Part of the Andromeda IDIQ?

The Andromeda contract includes 14 awardees selected in April 2026 following a competitive process. Participants include:

Anduril
Astranis
BAE Systems
General Atomics
Intuitive Machines
L3Harris Technologies
Lockheed Martin
Millennium Space Systems
Northrop Grumman
Quantum Space
Redwire Space Missions
Sierra Space
True Anomaly
Turion Space

Why Is the Ceiling Being Raised?

The fiscal year 2027 budget for space reconnaissance and surveillance was expanded to address projected threats beyond 2030, driving higher demand for requirements already covered under the Andromeda contract. While the contract vehicle allows for adding new vendors annually, the notice does not request proposals. The planned modification is intended to prevent delays in issuing delivery orders and mitigate potential mission impacts.

u/thespacecpa — 2 months ago