Voyager Technologies Reports Record Q2 Revenue and Bookings, Raises 2026 Guidance

Earnings
โดย MarketBeat·US·Read original
Summary · why it matters

Voyager Technologies reported record second-quarter results, with revenue rising 15% year over year to $53 million and bookings reaching $113 million, driving a 2.1 times book-to-bill ratio and a record backlog of $336 million. The company raised its full-year 2026 revenue guidance to a range of $275 million to $305 million, including an expected $40 million to $50 million contribution from its recently acquired lunar-services company Astrobotic. CEO Dylan Taylor said $84 million of the quarter's bookings were tied to the Golden Dome missile-defense initiative, while Astrobotic adds nearly $300 million in NASA awards that are not yet reflected in the backlog. CFO Phil De Sousa noted that adjusted EBITDA was a loss of $38 million, modestly ahead of internal expectations, as the company continues to invest heavily in R&D and production capacity. Voyager also disclosed that its Starlab commercial space station venture has secured more than $500 million in signed commercial reservations, approaching $600 million.

Impact on stocks 1

Space Economy▲ · 1 stocks

Theme Impact 3

Off-coverage companies 2

Astrobotic TechnologyPrivate▲ Positive
Capitalrelevance

Acquired by Voyager, adds NASA awards and revenue contribution.

Starlab Space LLCPrivate▲ Positive
Demandrelevance

Starlab secures over $500 million in commercial reservations.

Related news

▲3impact 4

US, Denmark and Greenland Reach New Security Agreement, Replacing 1951 Pact

The United States has reached an agreement with Greenland and Denmark that will open the way for the US to permanently expand its military and security role on the island of Greenland, while blocking the influence of adversary nations. The three parties are expected to sign jointly during the United Nations General Assembly in New York next week, and the new agreement will replace the 1951 Greenland Defense Agreement. The US State Department stated that the agreement will prohibit countries that are not members of the North Atlantic Treaty Organization, or NATO, from establishing bases or stationing troops in Greenland, and will also bar non-allied countries from investing in mining and critical minerals. These conditions appear aimed at blocking China or Russia from accessing resources or establishing military footholds in Greenland. President Donald Trump posted a message stressing that the United States will be able to do everything necessary to ensure stability and protect the security of Greenland, as well as that of the United States, and confirmed that this is not a transfer of sovereignty or a cession of territory to the US. Meanwhile, Mette Frederiksen, the Prime Minister of Denmark, and Jens-Frederik Nielsen, the Prime Minister of Greenland, confirmed the agreement through a joint statement, with Frederiksen stating that the agreement will help strengthen security in the Arctic and North Atlantic region, while affirming the sovereignty and territorial integrity of the Kingdom of Denmark, as well as the right of Greenlanders to determine their own future.
Defense & Geopolitical Fragmentation ▲Critical Materials & Supply Chain ▼
Politico·2hRead more →
2impact 4

Trump Signs Russia-Iran Sanctions Law, Authorizing Tariffs of Up to 100%

US President Donald Trump signed into law a Russia sanctions bill on Friday, September 18. The law grants authority to expand sanctions, impose customs duties and various prohibitions against Russia, while renewing existing sanctions on Iran. The law, named the Lindsey O. Graham Sanctioning Russia and Iran Act of 2026, imposes sanctions on Russian officials, Russian banks and vessels used to transport energy from Russia, and gives Trump the authority to levy tariffs of up to 100% on goods from the five countries that import the most oil or natural gas from Russia. It also extends the Iran Sanctions Act for another five years to maintain sanctions targeting Iran's energy and weapons sectors. The US House of Representatives passed the bill on Wednesday, September 16, after the Senate approved it on August 7. The law is a major achievement carrying on the legacy of Lindsey Graham, the former senator who championed the bill and died in July after a sudden illness. However, the bill faced more division in the House than in the Senate, with three Democratic members of the House saying in a joint statement recently that the law may do more harm than good because it greatly increases Trump's power to set tariffs but does not compel him to impose sanctions on Russia.
Energy Transition & Power Demand Defense & Geopolitical Fragmentation
InfoQuest·4hRead more →
▲

CACI Wins $1.50 Billion Apollo Award and Vantor Space Imaging Deal

CACI International announced a one-year plus four option periods US$1.50 billion-ceiling Apollo award to support U.S. Central Command, alongside being selected by Vantor to provide optical imaging payloads for its planned Vantor Pulse satellite fleet. The Apollo award strengthens near-term revenue visibility and fits a pattern of federal customers consolidating critical work with fewer providers on large, multi-year frameworks, though it does not remove risks around federal budget volatility and contract timing. CACI's narrative projects $12.2 billion revenue and $727.8 million earnings by 2029, requiring 8.3% yearly revenue growth and a roughly $192 million earnings increase from $535.8 million today. Some of the most optimistic analysts already expected CACI to reach about US$12.7 billion of revenue and US$862 million of earnings before this news. The company's forecasts yield a $724.50 fair value, a 16% upside to its current price.
CACI ▲
Defense & Geopolitical Fragmentation ▲Space Economy ▲
Simply Wall St·4hRead more →
© 2026 MarketDXNews