SpaceX reported third-quarter 2026 revenue of $14.575 billion, a 161.39% year-over-year increase that exceeded market expectations of $12.87 billion. The company swung to a GAAP net income of $4.404 billion from a $1.054 billion loss in the same period last year, with diluted earnings per share reaching $0.35. Segment breakdown reveals Super Intelligence (formerly AI business) as the top earner at $7.56 billion, followed by Connectivity (Starlink) at $5.248 billion and Space business at $1.767 billion. Capital expenditures hit $19.593 billion for the quarter, with $16.444 billion allocated to the SI division. Starlink ended September with 13.6 million consumer subscribers, while digital assets on the balance sheet totaled $1.573 billion.