Earnings summaries and quarterly performance for Voyager Technologies, Inc./DE.
Research analysts who have asked questions during Voyager Technologies, Inc./DE earnings calls.
David Strauss
Barclays
1 question for VOYG
Also covers: ATI, BA, BWXT +16 more
Kristine Liwag
Morgan Stanley
1 question for VOYG
Also covers: , AER, AMTM +27 more
Michael Leshock
KeyBanc Capital Markets
1 question for VOYG
Also covers: AIR, HAYN, RKLB +1 more
MW
Myles Walton
Wolfe Research, LLC
1 question for VOYG
Also covers: , ATI, B +19 more
RE
Ronald Epstein
Bank of America
1 question for VOYG
Also covers: , AER, AIN +27 more
SS
Seth Seifman
JPMorgan Chase & Co.
1 question for VOYG
Also covers: AMTM, ATI, BA +23 more
SK
Sheila Kahyaoglu
Jefferies
1 question for VOYG
Also covers: , AAL, AIR +36 more
Recent press releases and 8-K filings for VOYG.
Voyager Technologies Discusses Starlab Commercial Space Station and Defense Technologies
VOYG
New Projects/Investments
M&A
Guidance Update
- Voyager Technologies, which went public in June 2025, aims for a 25% organic CAGR between its IPO and 2030, supported by 13 strategic acquisitions focused on technology assembly rather than revenue.
- The company maintains a strong financial position with over $400 million in cash and $200 million in undrawn credit facilities.
- Voyager is the majority shareholder in the Starlab joint venture, which is building a commercial space station to replace the ISS by 2030, with a planned single-module launch on SpaceX Starship in 2029.
- Starlab is projected to generate $4 billion in annual revenue and $1.5 billion in annual free cash flow over its estimated 30-year life, with the first station costing $3 billion to build.
- Voyager's proprietary throttleable solid rocket motor technology, developed over 15 years, enables 400% better maneuverability and a 10x extended range for interceptors, with applications in programs like NGI and Golden Dome.
Feb 11, 2026, 7:50 PM
Voyager Technologies Discusses Starlab Progress and Defense Technology at TD Cowen Conference
VOYG
New Projects/Investments
Guidance Update
M&A
- Voyager Technologies, a recent IPO, projects a 25% organic compound annual growth rate (CAGR) from its IPO to 2030, leveraging a strong balance sheet with over $400 million in cash and $200 million in undrawn credit facilities.
- The company is the majority shareholder in the Starlab joint venture, which is building a commercial space station to replace the ISS by 2030, with a 2029 launch planned via SpaceX Starship. Starlab is anticipated to generate $4 billion in annual revenue and $1.5 billion in annual free cash flow once operational.
- Voyager's defense segment provides throttleable solid rocket motor technology for programs like the Next Generation Interceptor (NGI), enhancing missile maneuverability by 400% and extending range by 10x.
- The company is also focused on onshoring and reshoring industrial production capacity for critical chemicals and black powder in the U.S..
Feb 11, 2026, 7:50 PM
Voyager Technologies Discusses Starlab, Throttleable Rocket Motors, and Financial Outlook
VOYG
New Projects/Investments
Guidance Update
M&A
- Voyager Technologies (VOYG), which went public in June 2025, operates as a technology company in the aerospace, defense, and space industry, guiding for 25% organic CAGR between its IPO and 2030. The company maintains a strong balance sheet with over $400 million in cash and $200 million in undrawn credit facilities.
- Voyager is the majority shareholder in Starlab, a joint venture building a commercial space station to replace the ISS, with a planned single launch in 2029 via SpaceX Starship. Starlab is projected to generate $4 billion in annual revenue and $1.5 billion in annual free cash flow over 30 years, with the first station costing $3 billion.
- The company is developing throttleable solid rocket motor technology that significantly enhances maneuverability (400% improvement) and extends the range (10x) of interceptors, with applications in programs like the Next Generation Interceptor (NGI) and Golden Dome.
- Voyager is also focused on onshoring and reshoring industrial production capacity for critical chemicals and black powder, addressing an industry-wide need.
Feb 11, 2026, 7:50 PM
Voyager Technologies Awarded NASA JSC Mission Management Contract
VOYG
New Projects/Investments
- Voyager Technologies (VOYG) was awarded a new Indefinite Delivery/Indefinite Quantity contract by NASA’s Johnson Space Center.
- The contract has a ceiling of $24.5 million for a four-year period, providing full-service mission management services to the International Space Station.
- This award builds on Voyager’s previous performance, where it successfully executed more than 50 task orders under a prior NASA Johnson Space Center services contract.
- Voyager anticipates onboarding three payload missions over the next quarter, reflecting near-term demand and a steady pipeline of task orders.
Feb 9, 2026, 2:00 PM
Voyager Technologies Launches Strategic Lunar Initiative
VOYG
New Projects/Investments
Product Launch
- Voyager Technologies (VOYG) has launched a strategic lunar initiative to align with the White House’s Securing American Space Superiority executive order, aiming to reinforce U.S. leadership in space exploration, national security, and commercial activity beyond low Earth orbit.
- The initiative will focus on delivering foundational infrastructure for sustained human and robotic operations, utilizing Voyager's existing portfolio in human support systems, power distribution, communications, and automated logistics.
- Voyager is leveraging its deep experience, including work on NASA’s Moon to Mars Oxygen and Steel Technology and its Clear Dust-Repellant Coating (CDRC), which landed on the moon in March 2025.
- The company plans to pursue additional partnerships, investments, and phased development to become a leader in the lunar ecosystem by the end of the decade.
Feb 3, 2026, 2:00 PM
Voyager Technologies Secures New Contract for Microgravity Drug Discovery
VOYG
New Projects/Investments
- Voyager Technologies (VOYG) announced a new contract with Space LiinTech to manifest a payload to the International Space Station (ISS), advancing microgravity-enabled drug discovery.
- Under the contract, Voyager will provide mission integration, payload configuration support, and end-to-end guidance for safe operations aboard the ISS.
- Space LiinTech's mission will evaluate how microgravity influences protein crystal formation, morphology, and quality to improve drug formulations on Earth, and will test an AI-driven automation and monitoring system for crystal formulations in space.
- This new mission reflects the start of a strong, long-term partnership between Voyager and Space LiinTech, with plans to expand continuous space-based medicine research together.
Jan 22, 2026, 2:06 PM
Voyager Technologies Prices Upsized Convertible Senior Notes Offering
VOYG
Debt Issuance
Share Buyback
New Projects/Investments
- Voyager Technologies, Inc. priced an upsized $435.0 million aggregate principal amount of 0.75% convertible senior notes due 2030.
- The notes have an initial conversion price of approximately $30.98 per share, representing a 30.0% premium over the last reported sale price of $23.83 per share on November 6, 2025.
- A portion of the proceeds will be used to support organic growth, strategic acquisitions, and to repurchase shares.
- The company entered into capped call transactions with an initial cap price of approximately $59.58 per share, which is a 150.0% premium over the November 6, 2025 sale price, intended to offset dilution.
- On November 12, 2025, $27.7 million of the net proceeds were used to repurchase 1,162,477 shares of Class A common stock, and $131.1 million funded a prepaid forward stock purchase transaction for 5,503,464 shares.
Nov 12, 2025, 11:47 PM
Voyager Reports Q3 2025 Financial Results and Strategic Updates
VOYG
Earnings
M&A
Guidance Update
- Voyager reported Q3 2025 revenue of $40 million, which was flat year-over-year, with Adjusted EBITDA of ($17.7 million) and Adjusted EPS of ($0.22). The Defense and National Security segment saw 31% revenue growth to $29 million, while Space Solutions revenue declined 41% to $12 million due to the anticipated wind-down of a legacy NASA services contract.
- The company continued its strategic M&A activities, acquiring ElectroMagnetic Systems and the IP of BridgeComm Technologies, making a minority investment in artificial intelligence platform Latent AI, and announcing the post-quarter acquisition of ExoTerra Resource.
- Progress was made on the Starlab program with two milestones completed in Q3 2025, generating $4 million in NASA cash receipts, contributing to a total of 27 milestones and $174 million in NASA cash receipts to date.
- As of September 30, 2025, Voyager maintained a strong liquidity position with $413 million in cash and no outstanding debt, along with a $200 million undrawn credit facility. The company reaffirmed its 2025 revenue guidance of $165-170 million, expecting to be towards the high end of this range, and provided an Adjusted EBITDA guidance of ($63-60 million).
Nov 4, 2025, 2:00 PM
Voyager Reports Q3 2025 Results and Updates Full-Year Guidance
VOYG
Earnings
Guidance Update
M&A
- Voyager (VOYG) reported Q3 2025 revenue of $40 million, which was flat year-over-year but increased 15% when adjusted for the planned wind-down of a NASA services contract. The Defense and National Security segment revenue grew 31% year-over-year.
- The company reported a Q3 2025 adjusted EBITDA loss of $17.7 million and an adjusted EPS loss of $0.22.
- VOYG's backlog expanded 10% sequentially to $189 million in Q3 2025, with bookings totaling $49 million for a 1.25 book-to-bill ratio. The company maintains a strong balance sheet with $413 million in cash and no debt as of September 30, 2025.
- For the full fiscal year 2025, Voyager expects revenue to be near the upper end of the $165 million to $170 million guidance range and reiterates adjusted EBITDA between negative $60 million and $63 million. Strategic initiatives include the advancement of the Starlab project and recent acquisitions of EMSI and Exotera, which are expected to drive significant growth and be accretive in 2026.
Nov 4, 2025, 2:00 PM
Voyager Technologies Reports Q3 2025 Results, Updates Guidance, and Details Strategic Acquisitions
VOYG
Earnings
Guidance Update
M&A
- Voyager Technologies reported Q3 2025 revenue of $40 million, which was flat year-over-year but up 15% excluding a planned NASA services contract wind-down, with defense and national security revenue increasing 31%. Bookings totaled $49 million, resulting in a 1.25 book-to-bill ratio, and backlog expanded 10% sequentially to $189 million.
- For Q3 2025, the company reported an Adjusted EBITDA loss of $17.7 million and an Adjusted EPS loss of $0.22. As of September 30, 2025, Voyager maintained a strong financial position with $413 million in cash, no debt, and $613 million in total liquidity.
- During and after the quarter, Voyager completed strategic acquisitions including Bridgecom's optical communications technology, Electromagnetic Systems (EMSI) for radar AI software, and Exotera for electric propulsion systems, alongside a minority investment in Latent AI to enhance its technology stack and support growth.
- The Starlab joint venture achieved two additional development milestones in Q3 2025, receiving $4 million in cash from NASA, bringing the total to 27 milestones and $174 million in NASA funding. The Critical Design Review (CDR) for Starlab is scheduled for December 2025, with a Phase 2 contract award anticipated in early 2026.
- For fiscal year 2025, Voyager expects revenue to be near the upper end of its $165-$170 million guidance range, representing approximately 18% year-over-year growth, and reiterates an Adjusted EBITDA between negative $60 million and $63 million.
Nov 4, 2025, 2:00 PM
Quarterly earnings call transcripts for Voyager Technologies, Inc./DE.
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