SpaceX Guides Q1 2027 Revenue to $33B-$37B Following First Profitable Quarter

SpaceX guided first-quarter 2027 revenue between $33 billion and $37 billion, substantially exceeding Wall Street estimates of $22 billion to $22.2 billion. The guidance follows the company's first profitable quarter as a public firm, with third-quarter 2026 revenue surging 161% year over year to $14.5 billion-$14.6 billion and net income swinging to $4.4 billion. Growth was propelled by the Super Intelligence AI division, which generated $7.56 billion to $7.6 billion in sales, up 830% from the prior year. Total capital spending reached $19.6 billion, including $16.4 billion dedicated to AI infrastructure, with fourth-quarter capex projected at $35 billion to $40 billion.