WASHINGTON – 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 the development and production of electronics, software and propulsion technologies used in spacecraft and defense systems.
The expansion comes as Voyager is positioning itself for missile defense and space-related Pentagon programs.
Matt Magana, president of Voyager’s space, defense and national security business, said the facility will house digital engineering tools aimed at supporting the development and manufacturing of advanced electronics and space infrastructure.
The move places Voyager with a growing group of aerospace firms in Long Beach and the broader Los Angeles area, where companies have sought proximity to engineering talent and suppliers tied to Southern California’s long-standing aerospace industry.
The California expansion follows the January opening of the 150,000-square-foot Voyager U.S. Defense Complex in Pueblo, Colorado, which focuses on missile defense and tactical weapons.
Voyager is also acquiring companies involved in 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 energetic substances, 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 reflect an industry-wide effort to rebuild U.S. production capacity for propulsion and energetic materials as the Pentagon seeks to reduce reliance on foreign suppliers.
Missile defense demand expected
Voyager’s defense work is becoming a larger part of its business.
The company reported net sales of $46.7 million for the three months ending December 31, 2025, with the majority of the revenue coming from its defense business. The defense segment earned $35.7 million, mostly from next-generation interceptors and other undisclosed programs.
Voyager supplies propulsion components for Lockheed Martin’s Next Generation Interceptor, a Missile Defense Agency program intended to replace current Homeland Missile Defense interceptors.
The company produces small solid-propulsion thrusters that control the interceptor’s rotation during flight, keeping it properly oriented as it travels toward the target. Voyager also supplies the hardware used for the different stages of the interceptor’s flight.
During a March 10 earnings call, Voyager executives pointed to increased opportunities associated with 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 was growing, though he declined to provide details on potential contracts.
“The scope and urgency of events associated with the Golden Dome is increasing,” Taylor said.
“We are seeing tremendous demand on the propulsion missile defense side in many programs,” he said. “The volumes under those programs are increasing given the geopolitical circumstances in the world.”
“I wish I could give you more specifics on the Golden Dome in general, but there are a number of events related to the Golden Dome that are under speculation at this time,” Taylor told analysts. “Those award announcements have not been made public yet. But rest assured, our technology is quite relevant to those different programs.”
Voyager estimates that potential opportunities associated with Golden Dome-related events include approximately $1.6 billion.
Chief Financial Officer Philip 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 on increasing the defense budget, the defense allocation,” De Sousa said. “And clearly a lot of the onshoring demand that we’re 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 that customers at the War Department are looking for new ways to incentivize commercial providers to not only specify the technology they need, but to move faster to develop these systems,” he said.
