SpaceX reports Q3 results Tuesday amid Tesla merger speculation

SpaceX will post third-quarter results after the market close on Tuesday, with a webcast at 4:30 p.m. ET. Consensus calls for $12.89 billion in revenue, $6.62 billion adjusted EBITDA and EPS near $0.15 — its first profitable quarter since the IPO. Barclays expects an all-stock deal in which SpaceX buys Tesla before the December 6 shareholder meeting.

• SpaceX revenue is forecast at $12.89 billion, up about 65% quarter over quarter
• AI is expected to bring $6.4 billion and Starlink $4.9 billion with 14.3 million subscribers
• Capex is projected at $19.6 billion, leaving free cash flow near negative $11.6 billion
• Barclays sees an all-stock deal valuing SpaceX at $2.1 trillion and Tesla at $1.5 trillion