Voyager Technologies Q3 revenue beats; low end of 2026 outlook range raised

Overview

• US defense tech and space firm's Q3 revenue rose 124% yr/yr, beating analyst expectations

• Company raised full-year 2026 revenue guidance on strong bookings and backlog growth

• Adjusted net loss per share was $(0.87), reflecting higher investment and acquisition costs

Outlook

• Voyager raises 2026 revenue guidance to $285 mln–$305 mln, up from prior outlook

• Company expects 2026 revenue growth of 72%–84% year-over-year

• Company cites record backlog and bookings momentum as supporting increased revenue outlook

Result Drivers

• DEFENSE AND SPACE DEMAND - Co attributed revenue growth to increasing demand for defense and national security solutions and contributions from recent acquisitions

• INNOVATION INVESTMENTS - Co said increased investment in technology development, manufacturing capacity and strategic programs drove higher operating losses

Company press release:

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", no "hold" and 2 "sell" or "strong sell"

• The average consensus recommendation for the aerospace & defense peer group is "buy"

• Wall Street's median 12-month price target for Voyager Technologies, Inc. is $45.50, about 72.2% above its October 30 closing price of $26.43

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)