Voyager Technologies, Inc. Class A (VOYG)

NYSE:VOYG

VOYG

Voyager Technologies, Inc. Class A

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Voyager Technologies, Inc. Class A (VOYG) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 10, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

-0.87

Last Year’s EPS

-0.6

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 8 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 04, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed strong commercial momentum—record backlog, substantial bookings growth, strategic contract wins (Raytheon, Anduril) and higher full-year revenue guidance—backed by ample liquidity and deliberate capacity expansion. Near-term profitability and gross margins are under pressure due to heavy investments in R&D, manufacturing capacity and program readiness, and revenue is skewed to the second half of the year which raises execution/timing risk. Starlab progress and NASA milestones are positive but timing/funding uncertainty remains. On balance, the positive operational and backlog momentum and upgraded guidance outweigh near-term profitability and timing risks.

Company Guidance

Voyager raised 2026 revenue guidance to $230–$255 million (≈38%–53% YoY) after a strong Q1 that included $45 million of bookings (book-to-bill 1.3; bookings +232% YoY in Defense & Space Technologies), record backlog of $275 million (+54% YoY), and net sales of $35 million; Q1 adjusted EBITDA was a loss of $33 million (adjusted EPS -$0.61) with Defense & Space Tech adjusted EBITDA -$11.5 million. Management expects a front‑loaded ramp (≈33% of revenue in H1, ≈67% in H2) with Q2 revenue up sequentially (~37%–high‑40s% noted), full‑year gross margin in the mid‑teens (Q2 low‑mid single digits, Q3 mid‑high teens, Q4 mid‑20s), internally funded R&D rising to ~20% of sales (Q1 IRAD 17%; total innovation spend 48% ex‑Starlab), CapEx ex‑Starlab $60–$70 million, liquidity of $641 million ($429M cash + $212M credit), and long‑term targets of ~25% organic growth, 30%–35% gross margins, mid‑teens adjusted EBITDA margins and low‑teens free cash flow (ex‑Starlab); Starlab received $24 million in Q1 (inception‑to‑date milestone cash $207M) and is projected to eventually generate ~$4 billion revenue and ~$1.5 billion free cash flow annually when operational.

Record Backlog and Strong Bookings

Q1 bookings of $45M drove backlog to a record $275M, up 54% year-over-year, with a book-to-bill ratio of 1.3 and bookings momentum continuing into early Q2.

Raised Full-Year 2026 Revenue Guidance

Company increased 2026 revenue guidance to $230M–$255M, implying 38%–53% year-over-year growth versus prior year.

Major Contract Wins and Strategic Partnerships

Awarded a preproduction contract with Raytheon on the SM-3 standard missile program and announced a partnership with Anduril on space-based interceptors; selected by NASA for the seventh private astronaut mission (VOYG-1, targeted no earlier than 2028).

Segment Demand Acceleration

Defense & Space Technologies bookings increased 232% year-over-year for the quarter, reflecting strong demand across Golden Dome and other programs; pipeline remains >$5B.

Strong Liquidity Position

Ended Q1 with $429M cash and $212M credit access, totaling $641M in liquidity; plan to upsize credit facility in Q2 to support growth and capital needs.

Large Innovation and R&D Investment

Internally funded R&D (IRAD) was 17% of revenue in Q1 and total innovation spend was 48% (excluding Starlab); company expects IRAD to increase to ~20% of sales for 2026 to accelerate differentiated technologies and AI-enabled manufacturing.

Capacity Build-Outs to Support Scale

Broke ground on a major expansion of the Voyager American Defense Complex (Southern Colorado) and launched the Space Beach facility (Long Beach) to expand manufacturing, electronics and mission hardware throughput.

Starlab Milestones and Funding Progress

Starlab completed a commercial critical design review with NASA, achieved 4 milestones in Q1 and received $24M in NASA milestone payments in the quarter (program-to-date milestone cash receipts $207M); company remains confident in Starlab's long-term commercial potential.

Voyager Technologies, Inc. Class A (VOYG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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VOYG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 10, 2026	2026 (Q2)	-0.87 / -	-0.6	―	―	―
May 04, 2026	2026 (Q1)	-0.60 / -0.61	-1.96	68.88% (+1.35)
Mar 09, 2026	2025 (Q4)	-0.37 / -0.37	-0.357	-3.64% (-0.01)
Nov 03, 2025	2025 (Q3)	-0.34 / -0.22	―	―
Aug 04, 2025	2025 (Q2)	-0.34 / -0.60	-0.488	-22.95% (-0.11)

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
May 04, 2026	$25.57	$26.40	+3.25%
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?

VOYG EPS forecast for the fiscal quarter 2026 (Q2) is -0.87.