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Side-by-side financial comparison of Intuitive Machines, Inc. (LUNR) and Orchid Island Capital, Inc. (ORC). Click either name above to swap in a different company.

Intuitive Machines, Inc. is the larger business by last-quarter revenue ($43.3M vs $38.5M, roughly 1.1× Orchid Island Capital, Inc.). Orchid Island Capital, Inc. runs the higher net margin — 268.7% vs -92.1%, a 360.8% gap on every dollar of revenue. On growth, Orchid Island Capital, Inc. posted the faster year-over-year revenue change (372.6% vs -20.8%). Over the past eight quarters, Orchid Island Capital, Inc.'s revenue compounded faster (301.6% CAGR vs -23.1%).

Intuitive Machines, Inc. is an American space exploration company headquartered in Houston, Texas. It was founded in 2013 by Stephen Altemus, Kam Ghaffarian, and Tim Crain, to provide commercial and government exploration of the Moon. Today the company offers lunar surface access for transportation and payload delivery, data transmission services, and infrastructure-as-a-service. Intuitive Machines holds three NASA contracts under the space agency's Commercial Lunar Payload Services (CLPS) in...

Orchid Island Capital, Inc. is a U.S.-based specialty finance company operating as a real estate investment trust. It primarily invests in residential mortgage-backed securities, including agency and non-agency products, targeting consistent risk-adjusted returns for its investors across U.S. fixed income markets.

LUNR vs ORC — Head-to-Head

Bigger by revenue
LUNR
LUNR
1.1× larger
LUNR
$43.3M
$38.5M
ORC
Growing faster (revenue YoY)
ORC
ORC
+393.4% gap
ORC
372.6%
-20.8%
LUNR
Higher net margin
ORC
ORC
360.8% more per $
ORC
268.7%
-92.1%
LUNR
Faster 2-yr revenue CAGR
ORC
ORC
Annualised
ORC
301.6%
-23.1%
LUNR

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
LUNR
LUNR
ORC
ORC
Revenue
$43.3M
$38.5M
Net Profit
$-39.9M
$103.4M
Gross Margin
Operating Margin
-76.4%
Net Margin
-92.1%
268.7%
Revenue YoY
-20.8%
372.6%
Net Profit YoY
73.3%
1764.9%
EPS (diluted)
$-0.34

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
LUNR
LUNR
ORC
ORC
Q4 25
$43.3M
$38.5M
Q3 25
$51.0M
$26.9M
Q2 25
$50.3M
$23.2M
Q1 25
$62.5M
$19.7M
Q4 24
$54.7M
Q3 24
$58.5M
$340.0K
Q2 24
$41.6M
$-697.0K
Q1 24
$73.2M
$-2.5M
Net Profit
LUNR
LUNR
ORC
ORC
Q4 25
$-39.9M
$103.4M
Q3 25
$-6.8M
$72.1M
Q2 25
$-25.2M
$-33.6M
Q1 25
$-11.4M
$17.1M
Q4 24
$-149.2M
Q3 24
$-55.4M
$17.3M
Q2 24
$18.7M
$-5.0M
Q1 24
$-97.5M
$19.8M
Operating Margin
LUNR
LUNR
ORC
ORC
Q4 25
-76.4%
Q3 25
-30.2%
Q2 25
-56.9%
Q1 25
-16.1%
Q4 24
-24.5%
Q3 24
-23.5%
Q2 24
-66.0%
Q1 24
-3.8%
Net Margin
LUNR
LUNR
ORC
ORC
Q4 25
-92.1%
268.7%
Q3 25
-13.4%
267.8%
Q2 25
-50.0%
-145.0%
Q1 25
-18.2%
86.9%
Q4 24
-272.9%
Q3 24
-94.7%
5094.1%
Q2 24
44.8%
714.3%
Q1 24
-133.1%
-794.2%
EPS (diluted)
LUNR
LUNR
ORC
ORC
Q4 25
$-0.34
Q3 25
$-0.06
Q2 25
$-0.22
Q1 25
$-0.11
Q4 24
$-1.42
Q3 24
$-0.83
Q2 24
$0.30
Q1 24
$-2.68

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
LUNR
LUNR
ORC
ORC
Cash + ST InvestmentsLiquidity on hand
$582.6M
$665.9M
Total DebtLower is stronger
$335.3M
Stockholders' EquityBook value
$-755.0M
$1.4B
Total Assets
$757.2M
$11.7B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
LUNR
LUNR
ORC
ORC
Q4 25
$582.6M
$665.9M
Q3 25
$622.0M
$583.9M
Q2 25
$344.9M
$440.8M
Q1 25
$373.3M
$396.4M
Q4 24
$207.6M
Q3 24
$89.6M
$322.1M
Q2 24
$31.6M
$241.0M
Q1 24
$55.2M
$190.4M
Total Debt
LUNR
LUNR
ORC
ORC
Q4 25
$335.3M
Q3 25
$334.8M
Q2 25
Q1 25
Q4 24
$0
Q3 24
Q2 24
Q1 24
Stockholders' Equity
LUNR
LUNR
ORC
ORC
Q4 25
$-755.0M
$1.4B
Q3 25
$-404.2M
$1.1B
Q2 25
$-381.2M
$912.0M
Q1 25
$-136.9M
$855.9M
Q4 24
$-1.0B
Q3 24
$-496.8M
$656.0M
Q2 24
$-235.0M
$555.9M
Q1 24
$-493.6M
$481.6M
Total Assets
LUNR
LUNR
ORC
ORC
Q4 25
$757.2M
$11.7B
Q3 25
$753.5M
$9.1B
Q2 25
$475.6M
$7.6B
Q1 25
$500.0M
$7.3B
Q4 24
$355.4M
Q3 24
$224.8M
$5.9B
Q2 24
$140.1M
$4.9B
Q1 24
$170.8M
$4.2B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
LUNR
LUNR
ORC
ORC
Operating Cash FlowLast quarter
$-7.3M
$120.4M
Free Cash FlowOCF − Capex
$-22.9M
FCF MarginFCF / Revenue
-53.0%
Capex IntensityCapex / Revenue
36.1%
Cash ConversionOCF / Net Profit
1.16×
TTM Free Cash FlowTrailing 4 quarters
$-56.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
LUNR
LUNR
ORC
ORC
Q4 25
$-7.3M
$120.4M
Q3 25
$-7.2M
$28.0M
Q2 25
$-19.3M
$18.4M
Q1 25
$19.4M
$25.8M
Q4 24
$-2.0M
Q3 24
$-17.9M
$-14.8M
Q2 24
$-31.3M
$19.3M
Q1 24
$-6.4M
$45.0M
Free Cash Flow
LUNR
LUNR
ORC
ORC
Q4 25
$-22.9M
Q3 25
$-19.0M
Q2 25
$-27.3M
Q1 25
$13.3M
Q4 24
$-6.9M
Q3 24
$-19.3M
Q2 24
$-33.5M
Q1 24
$-8.0M
FCF Margin
LUNR
LUNR
ORC
ORC
Q4 25
-53.0%
Q3 25
-37.2%
Q2 25
-54.3%
Q1 25
21.3%
Q4 24
-12.6%
Q3 24
-33.0%
Q2 24
-80.4%
Q1 24
-11.0%
Capex Intensity
LUNR
LUNR
ORC
ORC
Q4 25
36.1%
Q3 25
23.2%
Q2 25
16.0%
Q1 25
9.8%
Q4 24
9.0%
Q3 24
2.4%
Q2 24
5.3%
Q1 24
2.2%
Cash Conversion
LUNR
LUNR
ORC
ORC
Q4 25
1.16×
Q3 25
0.39×
Q2 25
Q1 25
1.51×
Q4 24
Q3 24
-0.86×
Q2 24
-1.67×
Q1 24
2.28×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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