Voyager Technologies, Inc. Q3 2026 Earnings Recap

Voyager reported record third-quarter bookings, revenue and backlog, and raised its 2026 revenue guidance. The stock rose 1.0% after earnings, a modest reaction to the reported growth and outlook.

Key Takeaways

• Bookings were $116 million, up 135% year over year; nearly all came from Voyager’s existing core business, excluding Astrobotic.
• Revenue reached $89 million, up 124% year over year and 68% sequentially, including initial contributions from Astrobotic.
• Backlog ended the quarter at $742 million, nearly four times the level a year ago.
• Voyager raised full-year 2026 revenue guidance to $285 million–$305 million and reported $816 million in total liquidity at September-end.
• The $62 million in national security and defense awards covered six awards across five platforms; none were tied to the NGI program.