Aug. 3 at 10:33 PM
$VOYG just delivered a major Q2'26 surprise beat and raise.
Q2 highlights:
• Revenue:
$52.75M vs
$45.67M Est.
• GAAP EPS: -
$0.79 vs -
$1.23 Est.
• Bookings:
$113.0M
• Book-to-bill: 2.1x
• Backlog:
$335.5M
The biggest concern remains profitability:
• Gross margin: 8.4% vs 18.0% YoY
• Adjusted EBITDA: -
$37.5M
Voyager also announced
$84.3M in Golden Dome-related awards and raised revenue guidance to
$275M–
$305M, above expectations.
The setup is getting interesting. Who was buying the dip?