Voyager opens defense and space tech hub in Long Beach
Voyager Technologies is opening a new electronics manufacturing and engineering facility in Long Beach, California, expanding its presence in a region that has become a hub for space and defense companies.
The Denver-based company said the 140,000-square-foot site, which opened March 12, will support development and production of electronics, software and propulsion technologies used in spacecraft and defense systems.
The expansion comes as Voyager positions itself for Pentagon programs tied to missile defense and space.
Matt Magaña, president of Voyager's Space, Defense & National Security business, said the facility will house digital engineering tools intended to support development and manufacturing of advanced electronics and space infrastructure.
The move places Voyager alongside a growing cluster of aerospace firms in Long Beach and the broader Los Angeles region, where companies have sought proximity to engineering talent and suppliers tied to Southern California's long-standing aerospace industry.
The California expansion follows the opening in January of the 150,000-square-foot Voyager American Defense Complex in Pueblo, Colorado, focused on missile defense and tactical munitions.
Voyager has also been acquiring companies tied to propulsion and sensing technologies. Last year it bought Estes Energetics, a supplier of solid rocket motors and energetic materials used in munitions and missile systems. The acquisition gave Voyager access to domestic production of energetics, including military-grade black powder used to ignite solid propellant systems.
The company bought ElectroMagnetic Systems, which develops artificial intelligence and machine-learning tools for space-based radar, and electric propulsion supplier ExoTerra Resources.
The series of deals reflects a broader industry push to rebuild U.S. production capacity for propulsion and energetic materials as the Pentagon looks to reduce reliance on overseas suppliers.
Voyager's defense work is becoming a larger share of its business.
The company reported net sales of $46.7 million for the three months ended Dec. 31, 2025, with the bulk of revenue coming from its defense business. The defense segment generated $35.7 million, mostly from the Next Generation Interceptor and other undisclosed programs.
Voyager supplies propulsion components for Lockheed Martin's Next Generation Interceptor, the Missile Defense Agency program intended to replace the current homeland missile defense interceptor.
The company produces small solid-propulsion thrusters that control the interceptor's rotation during flight, keeping it properly oriented as it travels toward a target. Voyager also supplies hardware used to separate stages of the interceptor as it ascends through different phases of flight.
During a March 10 earnings call, Voyager executives pointed to growing opportunities tied to Golden Dome, a planned missile defense architecture expected to include ground- and space-based sensors and interceptors.
Chief executive Dylan Taylor said demand for missile defense propulsion systems is rising, though he declined to provide details on potential contracts.
"Programs aligned with Golden Dome are expanding in scope and urgency," Taylor said.
"We are seeing tremendous demand on the propulsion missile defense side across multiple programs," he added. "The quantities under those programs are increasing given the geopolitical circumstances in the world."
"I wish I could give you more specificity on the Golden Dome in general, but there are a lot of programs associated with Golden Dome that are being specced in currently," Taylor told analysts. "Those award announcements have not been made public yet. But rest assured, our technology is quite relevant to those various programs."
Voyager estimates roughly $1.6 billion in potential opportunities tied to Golden Dome-related programs.
Chief financial officer Filipe de Sousa said the company's current backlog does not yet reflect expected future orders tied to increased defense spending and domestic manufacturing initiatives.
"We know this administration is going to be heavy into upping the defense budget, the defense allocations," de Sousa said. "And clearly a lot of the onshoring demand that we are excited about is not reflected in this backlog."
Taylor said defense agencies are increasingly looking to commercial suppliers to speed development of new systems.
"We are seeing customers in the Department of War looking for new ways to incentivize commercial providers to not only spec the technology they need, but to move faster to develop these systems," he said.
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