Education
About Us
Working with TipRanks
Follow Us
Voyager Technologies, Inc. Class A (VOYG)
NYSE:VOYG
Earnings Data
Report Date
Aug 10, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-0.6Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was constructive and growth-focused: management highlighted material commercial progress (record backlog, pipeline, guidance raise), strong liquidity, strategic acquisitions and technical milestones (Starlab CDR, NGI CDR, IP achievements), and a deliberate investment program to scale production and R&D. However, near-term profitability and margins are under pressure from accelerated IRAD, talent and infrastructure investments, Space Solutions revenue declines due to a wind-downed NASA contract, and Starlab not yet producing recurring commercial revenue. Management positioned the losses as intentional, front-loaded investments tied to visible long-term demand and reiterated clear long-term margin and growth targets.Company Guidance
Raised 2026 Revenue Guidance
Management raised full-year 2026 net sales guidance to $225,000,000–$255,000,000, representing 35%–53% year-over-year growth, citing record pipeline and backlog as the basis for the raise.
Strong Backlog and Pipeline
Total backlog entering 2026 of $266,000,000 (Dylan: ~33% year-over-year increase) with the CFO noting a 41% sequential increase from the prior quarter, providing improved revenue visibility for 2026.
Defense & National Security Outperformance
Defense and National Security segment delivered significant growth: full-year net sales up 59% year-over-year and Q4 net sales up 63% year-over-year, driven by Next Generation Interceptor, classified programs, and contributions from acquisitions.
Solid Liquidity Position and Capital Raised
Ended the year with $491,000,000 in cash and access to $213,000,000 in credit facilities (total liquidity > $700,000,000). Management raised over $1,000,000,000 in 2025 through IPO and a follow-on convertible note to strengthen funding for growth.
Starlab Technical & Commercial Progress
Starlab completed commercial Critical Design Review with NASA, achieved 31 program milestones to date (11 in 2025), generated $183,000,000 of NASA milestone cash receipts since inception (including $10,000,000 in Q4), and reported that commercial payload capacity is fully reserved; Voyager holds just north of ~60% ownership in the JV (management estimate ~61%).
Strategic Acquisitions and Vertical Integration
Completed acquisitions including Estes Energetics (renamed Voyager Energetics) and Exotera to strengthen vertical integration across propulsion, energetics, and advanced electronics—management says Estes adds >$1B of opportunity to pipeline and improves onshore production/supply chain control.
Innovation Investment and IP Progress
Innovation spend (customer + internally funded R&D) exceeded 20% of revenue in 2025; IRAD planned to be ~20% of net sales in 2026. Notable technical achievements: throttable propulsion CDR for NGI, AI-enabled edge computing, patented extraterrestrial manufacturing method, and dust-repellent coating that reached the Moon.
Improved EPS Comparability Despite Higher Share Count
Adjusted EPS improved (full year) to a loss of $2.05 versus a loss of $5.72 prior year, reflecting progress in scaling despite higher share count after the IPO (Q4 adjusted EPS loss of $0.37 vs. $2.90 prior year).
Long-Term Financial Targets
Management reiterated long-term targets: ~25% organic growth CAGR, gross margins of 30%–35%, mid-teens adjusted EBITDA margin (ex-Starlab), and low-teens free cash flow margin (ex-Starlab). Starlab, once in orbit, is projected to generate $4B of annual revenue and $1.5B of annual free cash flow.
Planned Manufacturing Scale-Up (Voyager American Defense Complex)
Broke ground on the Voyager American Defense Complex (150,000 sq ft) to support onshore high-volume production of military-grade components, propulsion systems, and energetics; 2026 CapEx (ex-Starlab) guided to $60,000,000–$70,000,000 to scale production.
Voyager Technologies, Inc. Class A (VOYG) Earnings, Revenues Date & History
VOYG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
VOYG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 09, 2026 | $26.64 | $28.33 | +6.34% |
Nov 03, 2025 | $28.66 | $27.85 | -2.83% |
Aug 04, 2025 | $40.09 | $34.16 | -14.79% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Voyager Technologies, Inc. Class A (VOYG) report earnings?
Voyager Technologies, Inc. Class A (VOYG) is schdueled to report earning on Aug 10, 2026, After Close (Confirmed).
What is Voyager Technologies, Inc. Class A (VOYG) earnings time?
Voyager Technologies, Inc. Class A (VOYG) earnings time is at Aug 10, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is VOYG EPS forecast?
Currently, no data Available