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Next Generation Interceptor concept.
Voyager Technologies says it is seeing a rapid pickup in space-based interceptor (SBI) activities linked to the U.S. Golden Dome missile defense endeavor, with sales already matching its revenue from work on the Lockheed Martin Next-Generation Interceptor (NGI).
“We actually had the same amount of contribution from space-based interceptor programs here in Q2 from a revenue perspective as we did from NGI. I think that's a really important milestone,” Chief Financial Officer Phil De Sousa told analysts Aug. 4 on the company’s second-quarter earnings call. About 60% of $84 million in Golden Dome-related sales across five contracts from different customers secured in the April through June period was linked to SBI activities, he added.
The company has secured positions on several SBI programs, CEO Dylan Taylor said. The momentum, he added, was helping the company expand its Golden Dome business more quickly than anticipated.
“I anticipate space-based interceptor revenue will continue to be on par with NGI,” De Sousa said. The company estimates NGI as a $1 billion opportunity over the next five years or more.
The U.S. Space Force in April identified a dozen companies working on SBI ahead of planned 2028 demonstrations. The Pentagon has said it will only proceed with that element of Golden Dome if it is affordable. The Space Force last month named Johns Hopkins University’s Applied Physics Laboratory as technical direction agent to help independently assess various proposals.
On its NASA-related ambitions, Taylor said the company expects the agency soon will issue a final request for proposals for the commercial low-Earth-orbit effort to find a replacement for the International Space Station ahead of its planned deorbiting in 2030. Voyager is chasing the opportunity with its Starlab program that the company says has more than $500 million in signed commercial reservations.
Taylor expects contract award early next year.
The company also used the results to reflect its full-year revenue guidance, largely linked to the acquisition of lunar lander maker Astrobotic.
Voyager, which has been a serial acquirer of businesses, also is showing little sign of slowing its merger and acquisition activity. “We're very optimistic about what we see in the M&A landscape in our pipeline,” Taylor said. Among the areas of interest, he suggested, were businesses that would provide expertise relevant to a range of lunar activities. Rounding out its propulsion activities also is on the agenda.
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