Every material Form 8-K Voyager Technologies, Inc./TX has filed with the SEC since August 14, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Voyager Technologies reported third-quarter 2026 net sales of $89 million, up 124% year over year, and raised the lower end of its full-year 2026 revenue guidance by $10 million. The company's net loss attributable to Voyager widened to $55.7 million, or $0.91 per share, from $16.3 million, or $0.28 per share, a year earlier, so shareholders face sharply higher losses even as revenue and backlog grow.
Q3 2026 net sales were $88.7 million, up 124% year over year, and backlog reached $742 million at September 30, 2026, up from $336 million at June 30, 2026.
Net loss attributable to Voyager was $55.7 million, or $0.91 per share, versus $16.3 million, or $0.28 per share, in Q3 2025.
Gross margin fell to 11.5% from 15.4% a year earlier, which the company attributed to investments in manufacturing capacity and strategic programs.
Full-year 2026 revenue guidance is now $285 million to $305 million, implying growth of approximately 72% to 84%.
Voyager Technologies issued $402.5 million of 0% convertible senior notes due October 15, 2032, on September 28, 2026, including $52.5 million from the initial purchasers' full option exercise. The company reported net proceeds of approximately $391.6 million and plans to use about $52.5 million to fund capped call transactions, with the rest for general corporate purposes. Holders can convert into cash, Class A common stock, or a mix, which could dilute existing shareholders if the notes are converted into shares.
Principal: $402.5 million, including $52.5 million from the full exercise of the initial purchasers' option
Initial conversion price of approximately $40.82 per share, a premium of about 30% over the $31.40 close on September 23, 2026
Capped calls have a cap price of $78.50 per share and cost approximately $52.5 million
Net proceeds of approximately $391.6 million; the notes mature October 15, 2032
Voyager Technologies filed an 8-K to recast its audited financial statements and segment disclosures for the three years ended December 31, 2025, after combining two defense and space segments into one. The filing says it does not amend or restate the audited statements in the 2025 Form 10-K, and it reports no new financial results or events after that report.
Effective the quarter ended March 31, 2026, the Defense and National Security and Space Solutions segments were combined into Defense and Space Technologies.
The company now has two reportable segments: Defense and Space Technologies and Starlab Space Stations.
The recast covers each of the three years ended December 31, 2025, and the 2025 Form 10-K was filed with the SEC on March 10, 2026.
The filing states it does not amend or restate the audited consolidated financial statements in the 2025 Form 10-K.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Voyager Technologies, Inc./TX filing is on SEC EDGAR ↗. 8-K briefs of other companies →