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Virgin Galactic Holdings, Inc (SPCE) Fundamental Analysis & AI Grade 2026

SPCE NYSE Transportation Services CIK: 0001706946
Updated This Month • Analysis: May 16, 2026 • SEC Data: 2026-03-31
Combined AI Grade
D
92% Confidence
N/A
D
92% Conf
Pending
Analysis scheduled

📊 SPCE Key Takeaways

Revenue: $227.0K
Net Margin: -28,508.8%
Free Cash Flow: $-93.3M
Current Ratio: 1.00x
Debt/Equity: 1.43x
EPS: $-0.81
AI Grade: D with 92% confidence
Virgin Galactic Holdings, Inc (SPCE) receives a D fundamental grade with 92% confidence from our AI analysis based on SEC 10-K filings. With revenue of $227.0K, net profit margin of -28,508.8%, and return on equity (ROE) of -28.9%, Virgin Galactic Holdings, Inc demonstrates mixed fundamentals in the Transportation sector. Below is our complete SPCE stock analysis for 2026.

Is Virgin Galactic Holdings, Inc (SPCE) a Good Investment?

Claude

Virgin Galactic faces critical financial distress with revenue collapsing 78% YoY to just $227K, indicating failed or severely constrained commercial spaceflight operations. Negative free cash flow of -$93.3M combined with Debt/Equity of 1.43x and negative interest coverage creates unsustainable cash burn with estimated runway under 18 months. The company requires immediate capital restructuring to survive.

Virgin Galactic Holdings, Inc Key Strengths (SPCE)

Claude
  • + Maintains $124.8M in cash providing near-term liquidity cushion
  • + Stockholders' equity of $223.7M provides balance sheet foundation
  • + Operating in innovative aerospace sector with theoretical long-term optionality if commercialization succeeds

SPCE Stock Risks: Virgin Galactic Holdings, Inc Investment Risks

Claude
  • ! Revenue collapsed 78% YoY to $227K indicating commercial spaceflight operations are near non-operational
  • ! Negative free cash flow of -$93.3M annually is fundamentally unsustainable without capital infusion or rapid revenue recovery
  • ! Debt/Equity of 1.43x with negative interest coverage ratio of -20.3x signals high financial distress
  • ! Current ratio of 1.00x and Quick ratio of 0.95x indicate extremely tight working capital with minimal flexibility
  • ! Negative operating cash flow of -$53.5M coupled with $39.8M capex creates <18 month cash runway at current burn

Key Metrics to Watch

Claude
  • * Quarterly revenue and commercial flight completions/backlog recovery
  • * Monthly free cash flow burn rate and cash balance depletion timeline
  • * Capital raise announcements, equity dilution, or debt restructuring events
  • * Operating expense reduction initiatives and path to cash flow breakeven
  • * Customer demand indicators and pricing sustainability for spaceflight services

Virgin Galactic Holdings, Inc (SPCE) Financial Metrics & Key Ratios

Revenue
$227.0K
Net Income
$-64.7M
EPS (Diluted)
$-0.81
Free Cash Flow
$-93.3M
Total Assets
$750.2M
Cash Position
$124.8M

💡 AI Analyst Insight

Virgin Galactic Holdings, Inc presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

SPCE Profit Margin, ROE & Profitability Analysis

Gross Margin 1,330.4%
Operating Margin -28,895.2%
Net Margin -28,508.8%
ROE -28.9%
ROA -8.6%
FCF Margin -41,104.8%

SPCE vs Transportation Sector: How Virgin Galactic Holdings, Inc Compares

How Virgin Galactic Holdings, Inc compares to Transportation sector averages

Net Margin
SPCE -28,508.8%
vs
Sector Avg 10.0%
SPCE Sector
ROE
SPCE -28.9%
vs
Sector Avg 18.0%
SPCE Sector
Current Ratio
SPCE 1.0x
vs
Sector Avg 1.0x
SPCE Sector
Debt/Equity
SPCE 1.4x
vs
Sector Avg 1.0x
SPCE Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Virgin Galactic Holdings, Inc Stock Overvalued? SPCE Valuation Analysis 2026

Based on fundamental analysis, Virgin Galactic Holdings, Inc shows some fundamental concerns relative to the Transportation sector in 2026.

Return on Equity
-28.9%
Sector avg: 18%
Net Profit Margin
-28,508.8%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.43x
Sector avg: 1x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Virgin Galactic Holdings, Inc Balance Sheet: SPCE Debt, Cash & Liquidity

Current Ratio
1.00x
Quick Ratio
0.95x
Debt/Equity
1.43x
Debt/Assets
70.2%
Interest Coverage
-20.33x
Long-term Debt
$319.7M

SPCE Revenue & Earnings Growth: 5-Year Financial Trend

SPCE 5-year financial data: Year 2021: Revenue $3.8M, Net Income -$215.1M, EPS $-1.11. Year 2022: Revenue $3.3M, Net Income -$644.9M, EPS $-2.94. Year 2023: Revenue $6.8M, Net Income -$352.9M, EPS $-1.43. Year 2024: Revenue $7.0M, Net Income -$502.3M, EPS $-29.79. Year 2025: Revenue $7.0M, Net Income -$346.7M, EPS $-13.89.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Virgin Galactic Holdings, Inc's revenue has grown significantly by 86% over the 5-year period, indicating strong business expansion. The most recent EPS of $-13.89 indicates the company is currently unprofitable.

SPCE Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-41,104.8%
Free cash flow / Revenue

SPCE Quarterly Earnings & Performance

Quarterly financial performance data for Virgin Galactic Holdings, Inc including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $227.0K -$64.7M $-0.81
Q3 2025 $365.0K -$64.4M $-1.09
Q2 2025 $406.0K -$67.3M $-1.47
Q1 2025 $461.0K -$84.5M $-2.38
Q3 2024 $402.0K -$74.5M $-2.66
Q2 2024 $1.9M -$93.8M $-4.36
Q1 2024 $392.0K -$102.0M $-0.25
Q3 2023 $767.0K -$93.1M $-0.28

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Virgin Galactic Holdings, Inc Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$53.5M
Cash generated from operations
Stock Buybacks
$39.1M
Shares repurchased (TTM)
Capital Expenditures
$39.8M
Investment in assets
Dividends
None
No dividend program

SPCE SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Virgin Galactic Holdings, Inc (CIK: 0001706946)

📋 Recent SEC Filings

Date Form Document Action
Jun 2, 2026 8-K d127675d8k.htm View →
May 28, 2026 8-K spce-20260528.htm View →
May 21, 2026 4 xslF345X06/wk-form4_1779394373.xml View →
May 18, 2026 8-K spce-20260518.htm View →
May 14, 2026 10-Q spce-20260331.htm View →

Frequently Asked Questions about SPCE

What is the AI rating for SPCE?

Virgin Galactic Holdings, Inc (SPCE) has an AI grade of D with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SPCE's key strengths?

Claude: Maintains $124.8M in cash providing near-term liquidity cushion. Stockholders' equity of $223.7M provides balance sheet foundation.

What are the risks of investing in SPCE?

Claude: Revenue collapsed 78% YoY to $227K indicating commercial spaceflight operations are near non-operational. Negative free cash flow of -$93.3M annually is fundamentally unsustainable without capital infusion or rapid revenue recovery.

What is SPCE's revenue and growth?

Virgin Galactic Holdings, Inc reported revenue of $227.0K.

Does SPCE pay dividends?

Virgin Galactic Holdings, Inc does not currently pay dividends.

Where can I find SPCE SEC filings?

Official SEC filings for Virgin Galactic Holdings, Inc (CIK: 0001706946) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SPCE's EPS?

Virgin Galactic Holdings, Inc has a diluted EPS of $-0.81.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is SPCE's fundamental grade?

Based on our AI fundamental analysis in June 2026, Virgin Galactic Holdings, Inc has a D grade with 92% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is SPCE stock overvalued or undervalued?

Valuation metrics for SPCE: ROE of -28.9% (sector avg: 18%), net margin of -28,508.8% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is SPCE's AI grade for 2026?

Our dual AI analysis gives Virgin Galactic Holdings, Inc a combined D grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is SPCE's free cash flow?

Virgin Galactic Holdings, Inc's operating cash flow is $-53.5M, with capital expenditures of $39.8M. FCF margin is -41,104.8%.

How does SPCE compare to other Transportation stocks?

Vs Transportation sector averages: Net margin -28,508.8% (avg: 10%), ROE -28.9% (avg: 18%), current ratio 1.00 (avg: 1).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 16, 2026 | Data as of: 2026-03-31 | Powered by Claude AI