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May 8, 2026 4:00 PM

Space Earnings Heat Up: Rocket Lab Tops $200M, Firefly Hits Record Revenue, Redwire Backlog Surges

Space stocks were in focus this week as earnings reports highlighted surging defense demand, growing satellite and launch backlogs,and continued investment in next-generation space infrastructure. 

While several companies posted record revenue or raised guidance, losses remained a theme across the sector as firms scale production and chase defense and national security opportunities.

RKLB stock is soaring. See the chart and price action here. 

Voyager Technologies

Voyager Technologies Inc. (NYSE:VOYG) reported record fourth-quarter net sales of $46.7 million and full-year 2025 net sales of $166.4 million, while lifting 2026 revenue guidance to $225 million to $255 million on record backlog of $265.6 million. 

CEO Dylan Taylor called 2025 "a transformational year," saying demand across "defense, national security and space continues to accelerate." 

He added that Voyager is entering 2026 "from a position of strength," focused on converting demand into "sustained revenue growth and long-term shareholder value."

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Firefly Aerospace

Firefly Aerospace