Voyager Technologies, Inc. operates as a defense technology and space solutions company in the United States, Europe, the Middle East, and internationally. It operates through three segments: Defense & National Security, Space Solutions, and Starlab Space Stations. The Defense & National Security segment provides defense systems, including solid propulsion subsystems; signal intelligence systems; space-qualified radiation-hardened laser and radio frequency (RF) communications systems and advanced electro-optical and digital systems comprising transceivers, mission-data transmitters, and command and data handling systems; guidance, navigation, and control systems that include sun sensors, star trackers, and inertial measurement units; artificial intelligence-powered edge computing products; and space maneuver. Its Space Solutions segment offers advanced space technology systems, such as in-space propulsion systems with applications for orbital servicing, manufacturing, and deep space exploration; space infrastructure, including the Bishop Airlock, a module attached to the ISS that enables movement of equipment, supplies, and payloads between the ISS and open space; and space science and mission management services, such as the Space Acceleration Measurement System (SAMS) on the ISS. The Starlab Space Stations segment operates a commercial space station and provides continued permanent human presence in space. It serves defense, national security, and space industries. The company was formerly known as Voyager Space Holdings, Inc. and changed its name to Voyager Technologies, Inc. in February 2025. Voyager Technologies, Inc. was incorporated in 2019 and is headquartered in Denver, Colorado.
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Voyager Technologies raises 2026 revenue guidance to $275–$305 million after record quarter and Astrobotic acquisition
Voyager Technologies raised its full-year 2026 revenue guidance to a range of $275 million to $305 million, reflecting the integration of the Astrobotic acquisition and strong core performance. The company reported record second-quarter revenue of $52.7 million, up 51% sequentially, and record bookings of $113 million, driving backlog to a record $335.5 million. Golden Dome-related awards totaled $84.3 million across five technology platforms, while the Astrobotic acquisition, completed in July, is expected to contribute $40 million to $50 million in the second half of 2026. Voyager ended the quarter with $429 million of cash and cash equivalents, approximately $212 million of available borrowing capacity, and total liquidity of approximately $641 million. The company also reported a net loss of $46.5 million and an adjusted EBITDA loss of $37.5 million, reflecting increased innovation spending and scaling of the Starlab segment.
Voyager Technologies Stock Soars 70% on Strong Q2 Growth and Record Bookings
Shares of Voyager Technologies soared roughly 70% this past week after the aerospace company reported strong second-quarter growth metrics. Revenue surged 51% from the first quarter to $52.7 million, and the company saw record quarterly bookings of $113 million, bringing its backlog to $335.5 million as of June 30. The Trump Administration's Golden Dome missile defense project contributed $84 million in awards across multiple customers and technology platforms. Voyager also completed its acquisition of Astrobotic, strengthening ties to NASA and lunar lander programs. The company posted an adjusted loss of $41 million, or $0.70 per share, beating Wall Street's expected $0.91-per-share loss, and now sees full-year 2026 revenue growing 66% to 84% to between $275 million and $305 million.
Voyager Technologies Posts Record Q2 2026 Revenue and Raises Full-Year Guidance
Voyager Technologies reported record second-quarter 2026 revenue of $52.7 million, a 15.5% increase from the prior year, and raised its full-year revenue guidance to between $275 million and $305 million. Bookings more than doubled to $113 million, driving a book-to-bill ratio of 2.1 times and expanding backlog to $335.5 million. The company posted a net loss of $46.5 million, or 79 cents per share, compared with a loss of $31.4 million, or $1.23 per share, a year earlier, while adjusted EBITDA was negative $37.5 million. Voyager ended the quarter with $373.4 million in cash and total liquidity of $585.5 million. The stock closed Monday at $28.01, up 14.19%, and rose further to $32.02 in overnight trading.
NASA Awards Nearly $600 Million in New Lunar Landing Contracts
NASA has awarded nearly $600 million in new lunar landing contracts to three companies, roughly doubling the initial funding for its moon base project. Astrobotic, now part of Voyager Technologies, received the largest award at $297.9 million for two payload deliveries to the moon. Intuitive Machines secured $148.3 million for a single payload delivery, while Firefly Aerospace won $144.2 million for another single delivery. NASA said in June that it intends to eventually award $20 billion in contracts, but rolled out the project with just a few hundred million dollars' worth of contract announcements to start. All three contracts fall under the Commercial Lunar Payload Services program, and the landers will carry identical scientific payloads including cameras, a radiation spectrometer, and a laser retroreflector array.
Morgan Stanley stays bullish on aerospace and defense ahead of Q2 earnings
Morgan Stanley maintained a constructive outlook on the aerospace and defense sector ahead of second-quarter earnings, citing resilient commercial aerospace demand, improving aircraft production, and favorable long-term defense spending trends, while becoming more selective after recent stock volatility and valuation shifts. The brokerage reiterated positive views on commercial aerospace, defense, and space, highlighting durable aftermarket demand driven by sustained fleet utilization, low aircraft retirement rates, constrained maintenance capacity, and continued engine maintenance needs. It also said Boeing's production recovery is gaining momentum, with the 737 MAX running at 47 aircraft per month and further certification milestones expected to support the commercial aerospace outlook. In defense, Morgan Stanley said investors continue to underestimate the likelihood of a roughly $1.1 trillion U.S. fiscal 2027 base defense budget, arguing that supply-chain improvements and expanding missile production capacity should provide further upside for the sector. The firm also expects space companies to benefit from upcoming launch milestones, improving order trends, and NASA's commercial International Space Station procurement. Reflecting changing valuations rather than weakening fundamentals, Morgan Stanley downgraded Loar Holdings and TransDigm to Equal-weight, while cutting CAE and Voyager Technologies to Underweight. At the same time, it named FTAI Aviation as its top commercial aerospace pick, Northrop Grumman as its preferred defense stock, and HawkEye 360 as its top space investment. The brokerage also revised several price targets, lowering targets for companies including Honeywell Aerospace, VSE, Textron, StandardAero, Loar, and TransDigm, while raising targets for Heico, Curtiss-Wright, and Moog. It said the expanding universe of publicly traded aerospace and defense companies has increased investment opportunities but also requires greater selectivity.
Voyager Technologies completes Astrobotic acquisition and secures $298 million NASA contract
Voyager Technologies has completed its acquisition of Astrobotic Technology, renaming it Voyager Lunar Systems, and simultaneously announced that the newly acquired unit has been awarded task orders worth roughly $298 million from NASA. The contract covers two lunar lander missions under an indefinite delivery/indefinite-quantity framework as part of NASA's three-phase program to build a permanent Moon base, with phase one running until 2029. Voyager Lunar Systems will deliver foundational instruments, structures, and systems including the LunaGrid solar energy and wireless power network and inflatable habitation structures from partner Max Space. The acquisition, valued at up to $300 million in cash and stock, was first announced in early June and closed rapidly. Despite the positive news, Voyager's stock fell nearly 5% on Monday amid concerns over deepening losses and rising debt, including a recent $250 million credit facility and a $435 million convertible notes offering.
NASA Awards $590 Million in Lunar Lander Contracts to Three Companies
NASA has awarded $590 million in new lunar lander contracts to three companies as part of its Moon Base program's first phase, explicitly framed as the second tranche in an ongoing series. Astrobotic, which is being acquired by Voyager Technologies, received the largest slice at $297.9 million for two lander deliveries. Firefly Aerospace won $144.2 million for one lander mission, and Intuitive Machines received $148.3 million for one lander mission. The awards are driven by a race to the lunar south pole, where water ice could be converted into rocket propellant, with NASA targeting a crewed landing in 2028 and China targeting 2030.
Infleqtion Launches America’s Quantum Space Initiative with Industry and Academic Partners
Infleqtion launched America's Quantum Space Initiative on June 22, partnering with Voyager Technologies, Armada, Monarch Quantum, and the University of Colorado Boulder to accelerate quantum technologies for space infrastructure. The collaboration aims to transition quantum innovations from lab demonstrations to operational space applications, focusing on sensing, computing, and communications. A new Quantum Space Hub will connect stakeholders to drive breakthroughs in precision, resilience, and autonomy for critical space systems. The initiative seeks to strengthen US leadership in next-generation technology by addressing challenges in deep-space exploration, mission optimization, and lunar infrastructure through research and public-private partnerships.
Infleqtion launches Quantum Space Initiative to accelerate space-based quantum tech
Infleqtion announced the launch of America's Quantum Space Initiative, a collaboration to speed development of quantum technologies for space missions and bolster U.S. leadership. Founding partners include Voyager Technologies, Monarch Quantum, Armada, and the University of Colorado Boulder. The group will establish a Quantum Space Hub to connect companies, researchers, and government agencies, aiming to move quantum sensing, timing, navigation, communications, and computing from lab to real-world space applications. CEO Matt Kinsella said the quantum-space intersection requires broad ecosystem collaboration. The initiative builds on Infleqtion's work with NASA, including the Cold Atom Laboratory on the International Space Station and the Quantum Gravity Gradiometer Pathfinder mission, expected to be the world's first quantum gravity sensor in space. Over the next year, the group plans to launch the hub and identify opportunities to accelerate quantum-enabled space technologies.