SpaceX 2026年第二季度营收达78亿美元
投资观察08-05
根据美国证券交易委员会（SEC）文件披露，Space Exploration Technologies Corp.（简称SpaceX）公布了2026年第二季度财报。数据显示，该公司当季营收达到78亿美元，较去年同期大幅增长92%。
调整后EBITDA（息税折旧摊销前利润）为35亿美元。截至季度末，公司持有的现金、现金等价物及有价证券总额高达1000亿美元，积压订单金额为475亿美元。
从细分业务板块来看，太空业务营收为9.62亿美元，连接业务营收达42.9亿美元，人工智能（AI）业务营收则为25.6亿美元。然而，公司整体业绩并非全然乐观。尽管营收强劲，SpaceX在第二季度仍录得运营亏损1.43亿美元，净亏损更是达到5.41亿美元，每股亏损为0.09美元。
值得注意的是，AI业务板块表现突出，但尚未实现盈利——该季度AI业务运营亏损高达12.57亿美元，资本支出则为158.28亿美元。公司当季总资本支出为183.69亿美元。
连接业务板块的运营利润为16.6亿美元。与此同时，星链（Starlink）服务订阅用户数在季度末已增至1200万。
根据LSEG IBES数据，市场此前普遍预期SpaceX本季每股亏损为0.26美元，营收预期为69.3亿美元。实际营收表现超出预期，但亏损幅度则略高于市场预测。
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