SPCE
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Aug 12, 2026 AMC | 2Q2026 | −$0.65 | −$0.58 | +$0.06 (+9.9%) beat | — | -4.8% -5.5 vs SPY | -13.6% | -2.7% |
| May 14, 2026 AMC | 1Q2026 | −$0.94 | −$0.81 | +$0.13 (+13.8%) beat | $227,000 | -2.4% -1.2 vs SPY | -6.2% | -4.5% |
| Mar 30, 2026 AMC | 4Q2025 | −$1.07 | −$0.93 | +$0.13 (+12.4%) beat | $312,000 | +12.0% +9.1 vs SPY | +11.5% | +37.8% |
| Nov 13, 2025 AMC | 3Q2025 | −$1.48 | −$1.10 | +$0.38 (+25.8%) beat | $365,000 | +10.9% +10.9 vs SPY | -1.5% | +3.6% |
| Aug 6, 2025 AMC | −$2.22 | −$1.41 | +$0.81 (+36.5%) beat | — | -9.5% -9.4 vs SPY | +0.5% | -19.6% | |
| May 15, 2025 AMC | −$2.55 | −$2.38 | +$0.17 (+6.7%) beat | — | +43.3% +42.6 vs SPY | +11.6% | +9.8% | |
| Feb 26, 2025 AMC | −$3.00 | −$2.53 | +$0.47 (+15.7%) beat | — | -0.3% +1.3 vs SPY | +8.6% | -9.1% | |
| Nov 6, 2024 AMC | −$4.13 | −$2.66 | +$1.47 (+35.6%) beat | — | -11.8% -12.6 vs SPY | -12.2% | -0.6% | |
| Aug 7, 2024 AMC | −$4.88 | −$4.36 | +$0.52 (+10.7%) beat | — | +14.0% +11.7 vs SPY | +10.1% | +17.8% | |
| May 7, 2024 AMC | −$5.90 | −$5.00 | +$0.90 (+15.3%) beat | — | -1.5% -1.5 vs SPY | -4.1% | +25.7% | |
| Feb 27, 2024 AMC | −$6.17 | −$4.98 | +$1.19 (+19.3%) beat | — | -7.9% -7.8 vs SPY | -4.7% | -15.8% | |
| Nov 8, 2023 AMC | −$8.80 | −$5.60 | +$3.20 (+36.4%) beat | — | +19.2% +20.0 vs SPY | +16.0% | +40.4% | |
| Aug 1, 2023 AMC | −$10.45 | −$9.20 | +$1.25 (+12.0%) beat | — | -4.3% -3.0 vs SPY | -5.1% | -16.4% | |
| May 9, 2023 AMC | −$10.57 | −$11.40 | −$0.83 (−7.9%) miss | — | +2.0% +1.5 vs SPY | -2.4% | +2.9% | |
| Feb 28, 2023 AMC | −$10.42 | −$11.00 | −$0.58 (−5.6%) miss | — | -17.6% -17.2 vs SPY | -3.3% | -7.5% | |
| Nov 3, 2022 AMC | −$8.17 | −$11.00 | −$2.83 (−34.6%) miss | — | +7.4% +6.0 vs SPY | +4.8% | +15.5% | |
| Aug 4, 2022 AMC | −$7.20 | −$8.60 | −$1.40 (−19.4%) miss | — | -17.5% -17.3 vs SPY | -17.6% | -14.8% | |
| May 5, 2022 AMC | −$6.44 | −$7.20 | −$0.76 (−11.8%) miss | — | -9.3% -8.7 vs SPY | -5.6% | -22.1% | |
| Feb 22, 2022 AMC | −$7.10 | −$6.20 | +$0.90 (+12.7%) beat | — | +3.5% +5.2 vs SPY | +2.9% | +19.6% | |
| Nov 8, 2021 AMC | −$5.66 | −$3.80 | +$1.86 (+32.9%) beat | — | +5.1% +5.4 vs SPY | 0.0% | -4.5% | |
| Aug 5, 2021 AMC | −$6.31 | −$7.80 | −$1.49 (−23.6%) miss | — | — | — | — | |
| May 10, 2021 AMC | −$5.53 | −$11.00 | −$5.47 (−98.9%) miss | — | — | — | — | |
| Feb 25, 2021 AMC | −$6.52 | −$6.20 | +$0.32 (+4.9%) beat | — | — | — | — | |
| Nov 5, 2020 AMC | −$5.51 | −$6.80 | −$1.29 (−23.4%) miss | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Cash flow & capex
Past four quarters: operating cash −$212.5M, capex $174.0M, free cash flow −$386.5M.
| Quarter ended | Operating cash | Capex | Free cash flow | Capex / cash | Capex vs yr ago | Filed |
|---|---|---|---|---|---|---|
| Jun 30, 2026 Q2 | −$50.2M | $40.6M | −$90.7M | — | -30% | 10-Q Aug 12 |
| Mar 31, 2026 Q1 | −$53.5M | $39.8M | −$93.3M | — | -14% | 10-Q May 14 |
| Dec 31, 2025 Q4 | −$52.5M | $42.2M | −$94.6M | — | +18% | 10-K Mar 30 |
| Sep 30, 2025 Q3 | −$56.3M | $51.5M | −$107.8M | — | +33% | 10-Q Nov 13 |
| Jun 30, 2025 Q2 | −$55.4M | $58.4M | −$113.8M | — | +70% | 10-Q Aug 6 |
| Mar 31, 2025 Q1 | −$75.9M | $46.0M | −$122.0M | — | +252% | 10-Q May 15 |
| Dec 31, 2024 Q4 | −$81.0M | $35.7M | −$116.7M | — | +94% | 10-K Feb 26 |
| Sep 30, 2024 Q3 | −$79.3M | $38.7M | −$118.0M | — | +190% | 10-Q Nov 6 |
From the company's SEC filings (XBRL), each quarter as first reported; 10-Q cash-flow statements are year-to-date, so a quarter is the difference from the one before. How the big AI spenders compare
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | −$0.47 (2) | −$0.48 – −$0.45 | +58% | -23.8% | ▲2 ▼0 | $333,330 | -9% |
| Next quarter · Dec 31, 2026 | −$0.73 (2) | −$0.93 – −$0.53 | +22% | +20.3% | ▲1 ▼1 | $320,000 | +3% |
| Current year · Dec 31, 2026 | −$2.32 (3) | −$2.79 – −$1.91 | +57% | -10.5% | ▲1 ▼1 | $1.2M | -25% |
| Next year · Dec 31, 2027 | −$0.87 (3) | −$1.18 – −$0.51 | +62% | +81.0% | ▲0 ▼1 | $268.2M | +22961% |
Consensus as of Oct 24, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.