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Voyager Technologies, Inc.
VOYG · ARCX · Aerospace & Defense · United States
Voyager Technologies, Inc. is an innovation-driven company specializing in defense technology and space solutions. Established in 2019 and based in Denver, Colorado, the company addresses complex challenges at the forefront of the defense, national security, and space industries. Its core offerings span three principal segments: Defense & National Security, providing communications, signals intelligence, guidance, navigation, and control systems; Space Solutions, delivering space infrastructure, advanced scientific systems, and mission services; and Starlab Space Stations, a commercial space station initiative set to succeed the International Space Station through a global joint venture with prominent partners such as Airbus, Mitsubishi, MDA Space, and Palantir. Voyager Technologies distinguishes itself by operating flexibly as both a prime contractor—leading and integrating entire projects—and as a merchant supplier, offering critical technologies to a range of government and commercial programs. Notably, the company has secured significant development grants from NASA for the Starlab project and has demonstrated a rapidly expanding footprint through both organic growth and multiple strategic acquisitions. Voyager’s collaborations with key industry and government stakeholders reinforce its importance as a provider of mission-critical solutions across aerospace and defense markets.
Industry
Aerospace & Defense
Industrials sector · United States
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This company does not currently pay dividends.
Valuation9
Coordination
Supply Chain
Aerospace Supply Chain
The aerospace supply chain is governed by three root constraints that interact to produce extreme concentration, decades-long supplier lock-in, and a system where every component must be traceable from raw material to flight: certification requirements make every part a regulated article, product lifecycles measured in decades force suppliers to support platforms long after production ends, and integration complexity across millions of parts from thousands of suppliers creates coordination demands that few organizations can manage.
Defense Supply Chain
The defense supply chain is governed by three root constraints that interact to produce extreme supplier concentration, glacial production timelines, and a system where political decisions — not market demand — determine what gets built and how much: monopsony buyer structure means the government is typically the only customer, security classification requirements restrict who can manufacture, supply, and even know what is being produced, and production rate inflexibility means defense manufacturing runs at low volumes with specialized tooling where surge capacity barely exists because maintaining idle lines for contingencies has no commercial justification.