SpaceX swings to profit in July–September quarter, driven by rentals of AI computing infrastructure
U.S. company SpaceX has reported results for the July–September quarter of 2026. Revenue rose 2.6 times from a year earlier to $14.575 billion, and the company swung to a net profit of $4.4 billion. Most of the AI division that supported revenue growth came from equipment rentals. We examine the results alongside the investment burden behind that growth.
