跟进：SpaceX三季度营收增161%至145.8亿美元 净利44亿美元为上市后首个稳健盈利季度 星链用户达1360万

据路透社报道，埃隆·马斯克（Elon Musk）的SpaceX周二盘后公布2026年三季度业绩：营收145.8亿美元，同比增长161%，高于LSEG汇总的分析师预期127.2亿美元；当季净利44亿美元，而第二季度为净亏损5.41亿美元、上年同期为净亏损11亿美元。据Teslarati报道，这是SpaceX今年早些时候上市以来首个稳健盈利的季度；调整后每股收益约0.35美元，高于约0.13至0.16美元的预期区间；经营利润28亿美元，调整后EBITDA为88亿美元、同比增306%。

分板块看，超级智能（Super Intelligence，SI）板块营收75.6亿美元，同比增830%（上年同期8.13亿美元），首次成为公司第一大板块，板块经营利润4.31亿美元，上年同期为经营亏损17.2亿美元。增长主要由大型云服务协议启动、年内完成收购的编程工具公司Cursor并入，以及Grok模型与新推出的个人智能体Grok Bot使用量上升驱动。路透社指出，SpaceX的超级智能收入目前主要来自向Anthropic、谷歌（Google）与Reflection AI等开发者出租数据中心算力；该板块名义算力规模在9月30日达到1.7吉瓦，高于6月底的1.4吉瓦与一年前的0.6吉瓦。马斯克在业绩电话会上称Grok Bot是「我见过的增长最快的产品」。

连接业务营收52.5亿美元，同比增69%、环比增22%，经营利润23.7亿美元、同比增99%。星链消费用户在9月30日达到1360万，同比增89%，较6月的1200万增加160万；消费用户月均收入升至69美元；星链已安装于3800多架飞机。

航天板块营收17.7亿美元，同比增6%、环比增84%，板块经营亏损700万美元；当季完成35次发射，其中客户发射12次、自有任务23次。季度内的里程碑是「星舰」第14次飞行——首次产生收入的星舰任务，将26颗第三代（V3）星链卫星送入轨道，公司称单次发射增加的下行容量约为猎鹰9号星链发射的10倍。

财务方面，公司当季资本支出196亿美元，其中164亿美元投向SI板块，远高于上年同期的69亿美元；季末现金与有价证券约900亿美元。公司还披露，三季度之后已达成协议收购与800兆赫频谱有关的联邦通信委员会（FCC）牌照，以推进Starlink Mobile战略，交易预计2027年上半年完成；公司另宣布规划建设路易斯安那州Starbase新一代航天港，目标支持每年数千次星舰飞行，首次发射目标定在2029年。据财经媒体The Motley Fool报道，业绩公布后SpaceX股价在盘后交易中上涨近5%。本站10月19日曾报道市场对本次业绩的预期（预期每股收益0.14美元、营收约129亿美元），实际数字全面超出预期。（GSM 据路透社、SpaceX随8-K提交的业绩发布报道）

Follow-Up: SpaceX Third-Quarter Revenue Jumps 161% to $14.58 Billion; Net Income of $4.4 Billion Is Its First Solidly Profitable Quarter Since IPO as Starlink Reaches 13.6 Million Subscribers

Elon Musk's SpaceX on Tuesday reported a 161% rise in revenue for the third quarter, beating estimates, buoyed by a surge in its super intelligence business and steady growth at its Starlink satellite-internet unit, Reuters reported. Revenue in the third quarter stood at $14.58 billion, compared with analysts' estimate of $12.72 billion, according to data compiled by LSEG. The company reported net income of $4.4 billion for the three months ended September 30, swinging from a net loss of $541 million on revenue of $7.81 billion in the second quarter and a net loss of $1.1 billion a year earlier. Teslarati reported it was SpaceX's first solidly profitable quarter since going public earlier in the year; adjusted earnings per share were approximately $0.35, against expectations of roughly $0.13 to $0.16; income from operations was $2.8 billion and adjusted EBITDA reached $8.8 billion, up 306% from a year earlier.

By segment, Super Intelligence (SI) revenue reached $7.56 billion, up 830% from $813 million a year ago, making it the company's largest segment for the first time; the segment posted income from operations of $431 million, against an operating loss of $1.72 billion a year earlier. Growth was driven primarily by the activation of major cloud services agreements, the integration of Cursor, acquired earlier in 2026, and rising usage of Grok models and the newly introduced Grok Bot personal agent. Reuters noted that SpaceX is making its SI money mainly by renting out data-center capacity to developers such as Anthropic, Alphabet's Google and Reflection AI. Nameplate compute capacity stood at 1.7 gigawatts at quarter-end, up from 1.4 GW at the end of June and 0.6 GW a year earlier. On the earnings call, Musk said Grok Bot was "the fastest-growing product I've ever seen."

Connectivity revenue was $5.25 billion, up 69% year over year and 22% sequentially, with operating income of $2.37 billion, up 99%. Starlink consumer subscribers reached 13.6 million as of September 30, up 89% year over year and a sequential gain of 1.6 million from 12.0 million in June; consumer average revenue per user improved to $69 per month; Starlink is now installed on more than 3,800 aircraft.

Space segment revenue was $1.77 billion, up 6% year over year and 84% sequentially, alongside a segment operating loss of $7 million. SpaceX completed 35 launches in the quarter, 12 for customers and 23 internal. The quarter's milestone was Starship Flight 14, the first revenue-generating Starship mission, which deployed 26 Starlink V3 satellites, adding roughly 10 times the downlink capacity of a typical Falcon 9 Starlink launch.

Total capital expenditures were $19.6 billion, of which $16.4 billion was in the SI segment, against $6.9 billion in the prior-year quarter; the company ended the quarter with roughly $90 billion in cash and marketable securities. SpaceX also disclosed that after the quarter it entered into an agreement to acquire FCC licenses related to 800 MHz spectrum to advance its Starlink Mobile strategy, with the transaction expected to close in the first half of 2027, and announced planned development of Starbase, Louisiana, a next-generation spaceport designed to support thousands of Starship flights a year, with the first launch targeted for 2029. Shares of SpaceX climbed nearly 5% in after-hours trading, The Motley Fool reported. GSM reported analyst expectations for the quarter on October 19; the actual figures beat those expectations across the board. (GSM, based on Reuters reporting and SpaceX's earnings release furnished with its 8-K)

来源：GSM·美国（原文链接）

图片来源：星舰点火升空（资料图），Steve Jurvetson 摄，CC BY 2.0（Wikimedia Commons）

GSM Global · 本篇英文版 English edition of this story

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