Voyager Technologies slightly misses Q1 revenue estimates, lifts FY revenue forecast

ReutersMay 4, 2026 8:24 PM

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Overview

US defense and space tech firm's Q1 revenue rose 2% yr/yr, slightly missing analyst expectations
Company posted Q1 adjusted loss per share of $0.61, with net loss of $44 mln
Voyager raised 2026 revenue guidance to $230 mln-$255 mln on record $275 mln backlog

Outlook

Voyager raises 2026 revenue guidance to $230 mln-$255 mln
Company says record backlog and strong demand support accelerated revenue growth
Voyager expects increased innovation spend, supported by strong liquidity

Result Drivers

RECORD BACKLOG - Co said Q1 results were supported by a record $275 mln backlog, up 54% yr/yr, providing visibility into future revenue
DEFENSE DEMAND - Management cited strong demand from U.S. defense programs, including Golden Dome and Next Generation Interceptor, as key growth drivers
INNOVATION SPEND - Profitability was impacted by increased investment in innovation and ramp-up of Starlab program activities

Company press release: ID:nBw3S7Wfva

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q1 Revenue	Slight Miss*	$35.25 mln	$35.39 mln (9 Analysts)
Q1 EPS		-$0.75
Q1 Net Income		-$45.94 mln
Q1 Income from Operations		-$44.65 mln
Q1 Pretax Profit		-$42.72 mln

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 1 "hold" and 1 "sell" or "strong sell"
Wall Street's median 12-month price target for Voyager Technologies Inc is $39.00, about 46.6% above its May 1 closing price of $26.60

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

Disclaimer: The information provided on this website is for educational and informational purposes only and should not be considered financial or investment advice.

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