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Voyager Technologies, Inc., a Texas corporation and well-known seasoned issuer, has put in place an automatic shelf registration that permits it to offer from time to time Class A common stock, preferred stock, debt securities, depositary shares, warrants, purchase contracts and units. Certain selling securityholders may also resell shares of Class A common stock under the same shelf, and Voyager will not receive proceeds from those resale transactions.
The company intends to describe the specific terms and uses of proceeds for any primary offering in a future prospectus supplement. As of August 10, 2026, Voyager had 56,209,192 Class A and 5,758,566 Class B shares outstanding within an authorized capital of 450,000,000 common and 50,000,000 preferred shares. The capital structure is dual class, with one vote per Class A share and fifteen votes per Class B share and extensive Texas-law and charter-based anti-takeover provisions, including a classified board, special-meeting and bylaw amendment thresholds, and exclusive forum clauses. Class B shares are convertible into Class A under specified conditions, including time-based and ownership-based triggers tied to the founder.
Alyeska Investment Group, L.P., Alyeska Fund GP, LLC, and Anand Parekh report beneficial ownership of 621,024 shares of Voyager Technologies, Inc. Class A Common Stock. This represents 1.16% of the outstanding class as of the reported date.
All 621,024 shares are held with shared voting and dispositive power, with no sole voting or dispositive authority reported for any of the filing persons. The group indicates ownership of 5 percent or less of this class of securities.
Voyager Technologies, Inc. has recast prior-period results to reflect a new segment structure with two reportable segments: Defense and Space Technologies and Starlab Space Stations. The recast applies to each of the three years ended December 31, 2025 and does not change previously issued audited financial statements.
Under the updated presentation, 2025 net sales were $166.4 million, up 15.4% from 2024, driven mainly by increased U.S. government work in Defense and Space Technologies. However, the 2025 net loss attributable to Voyager widened to $104.8 million, and Adjusted EBITDA declined to $(69.9) million, reflecting higher R&D, corporate costs, IPO-related stock-based compensation and Starlab build-out.
Backlog expanded to $265.6 million, including $146.1 million funded, with about 76.5% of funded backlog expected to convert to 2026 revenue. Voyager reported strong liquidity with $491.3 million in cash and cash equivalents plus a $220.0 million undrawn revolver, supporting heavy 2025 capital expenditures of $144.7 million, largely for Starlab.
Senvest Management, LLC and Richard Mashaal report beneficial ownership of Voyager Technologies, Inc. Class A Common Stock on a Schedule 13G/A. They report beneficial ownership of 2,965,788 shares, representing 5.5% of the Class A Common Stock outstanding, based on 53,503,581 shares outstanding as of March 31, 2026. The shares are held in the accounts of Senvest Master Fund, LP, Senvest Technology Partners Master Fund, LP and Senvest Global (KY), LP, over which Senvest Management, LLC and Mr. Mashaal report shared voting and dispositive power and no sole voting or dispositive power. The filing states that this structure should not, by itself, be construed as an admission of beneficial ownership by any reporting person.
Voyager Technologies, Inc./TX reported that President and director Matthew James Kuta sold a total of 199,807 shares of Class A Common Stock on August 11, 2026 in four open-market transactions. The weighted average prices were $41.5587, $42.6236, $43.1804, and $44.0343, with each tranche executed across stated price ranges. All sales were effected pursuant to a Rule 10b5-1 plan adopted on May 12, 2026.
Voyager Technologies, Inc. reported Q2 2026 results with net sales of $52,746 thousand, higher than the prior‑year quarter, but a net loss attributable to the company of $46,490 thousand and a six‑month loss of $90,473 thousand as it scales its defense and space technologies business.
Cash and cash equivalents were $373,436 thousand at June 30, 2026, down from $491,329 thousand after $84,027 thousand of operating cash use and $86,652 thousand of capital expenditures, largely for Starlab and other assets under construction. Total assets were $1,009,273 thousand and equity was $376,582 thousand.
Voyager has $460,000 thousand of 2030 Convertible Notes outstanding, plus undrawn revolving credit facilities of $200,000 thousand at the parent level and $20,000 thousand at Starlab. Management states that existing cash balances and cash from operations are expected to fund activities for at least one year while it pursues additional financing for long‑term plans.
Voyager Technologies reported a defining second quarter 2026, with record net sales of $52.7 million, up 51% sequentially and 15.5% year over year, driven by defense and space demand, Astrobotic integration and strong execution. Quarterly bookings reached $113.0 million, a 2.1x book-to-bill ratio, and backlog increased to a record $335.5 million, enhancing visibility into future revenue.
Profitability remains deeply negative. Net loss attributable to Voyager was $(46.5) million, or $(0.79) per share, and Adjusted EBITDA was $(37.5) million, with first-half free cash flow of $(139.6) million. Innovation spend equaled 102.0% of Q2 net sales, or 55.1% excluding Starlab Space Stations. Voyager ended the quarter with $373.4 million in cash and $585.5 million of total liquidity and raised its full-year 2026 revenue outlook to $275–$305 million, representing 66%–84% growth.
BlackRock, Inc. filed an amended Schedule 13G reporting beneficial ownership of Class A stock of Voyager Technologies, Inc. BlackRock reports beneficial ownership of 3,238,867 shares of Class A stock, representing 6.1% of the class.
BlackRock has sole voting power over 3,177,132 shares and sole dispositive power over 3,238,867 shares, with no shared voting or dispositive power. The filing explains that these shares are held by certain BlackRock business units on behalf of various underlying clients, who may have rights to dividends or sale proceeds, but no single underlying person's interest exceeds 5% of Voyager’s outstanding common shares.
The Bank of Nova Scotia reports beneficial ownership of 3,560,813 shares of Voyager Technologies, Inc. common stock, representing 6.42% of the outstanding class. The bank holds sole voting power and sole dispositive power over all these shares, with no shared voting or dispositive authority. It reports this position as a parent holding company under Rule 13d-1(b)(1)(ii)(G) and certifies that its Canadian federal regulatory regime is substantially comparable to that of equivalent U.S. institutions.