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Record bookings and backlog signal strong demand across defense and space sectors.

Voyager Technologies (NYSE:VOYG) reported record second-quarter revenue, bookings and backlog as demand increased across defense modernization, national security and space-related programs. The company also raised its full-year 2026 revenue outlook following the July acquisition of lunar-services co

Voyager Technologies Inc (VOYG) posts record $53 million in revenue and $113 million in bookings, raising full-year guidance amid strong defense and space demand.

On Tuesday, Voyager Technologies soared after smashing earnings estimates a day earlier. The stock is up roughly 35% this year.

Moby summary of Voyager Technologies, Inc.'s Q2 2026 earnings call

The space company is bulking up with a company that just signed a major deal with NASA.

Building a moon base has been atop NASA’s to-do list. The agency doled out new contracts to help inform how to set up the lunar outpost. Firefly Aerospace, Intuitive Machines and Astrobotic won awards to ferry an identical set of payloads to the lunar surface by the end of 2028.

SpaceX was indicated sharply higher ahead of Friday's IPO debut. Other space stocks were mixed, but Rocket Lab rose on Nasdaq 100 inclusion.

Analysts initiate coverage of SpaceX stock with buy rating, bullish price targets. But demand for shares vastly outweighs supply.

The week SpaceX launches its highly-anticipated initial public offering. Chairman and CEO of Voyager Technologies Dylan Taylor says ultimately more attention on the space sector will be good for the industry as a whole. Taylor spoke to Bloomberg TV's Francine Lacqua on Wednesday June 10.

Blue Origin's New Glenn rocket exploded during a hot-fire test, and Elon Musk had some thoughts about it as SpaceX heads toward what could be the biggest IPO yet.

SpaceX has filed its S-1 in anticipation of an IPO. The team digs into the details, examining what stands out in this monumental, possibly $2 trillion, public offering.

Rocket Lab, AST SpaceMobile Rally as SpaceX IPO Excitement Builds

Shares of space and satellite companies surged in premarket trading on Tuesday, extending the sector’s recent rally following SpaceX’s public filing for what is expected to become the largest initial public offering ever launched. Redwire (NYSE:RDW) climbed 15% ahead of the opening bell, while MDA Space (NYSE:MDA) advanced 13%.

As SpaceX eyes a potential June IPO, capital is flowing into space infrastructure stocks like LUNR, RDW, and VOYG, each posting record backlogs in Q1 2026.

Rocket Lab Surges as Musk Revives SpaceX Listing Plans

Elon Musk's SpaceX this week will launch its next Starship flight, release the prospectus for its $1.75 trillion IPO. Space stocks surge.

Dylan Taylor: Thank you, Adi, and good morning, everyone. Voyager had an outstanding first quarter with record backlog, a book-to-bill ratio of 1.3 and significant traction on new contracts, including Golden Dome. The backlog growth reflects broad-based demand and multiple awards across the Golden Dome architecture, additional work on next-generation interceptor and as importantly, we were awarded a contract with Raytheon to develop advanced technologies for their standard missile interceptor program, a major win for us.

Moby summary of Voyager Technologies, Inc.'s Q1 2026 earnings call

Space IPO plays Firefly Aerospace and Voyager Technologies report late Monday. Rocket Lab reports Thursday.