York Space Systems NYSE: YSS reported first-quarter 2026 revenue ahead of internal expectations and reaffirmed its full-year outlook, while management highlighted new commercial and government awards, acquisition activity and efforts to accelerate satellite delivery timelines following the company's January initial public offering.
York Space Systems is initiated with a Buy rating and a $46.30 base case price target, reflecting strong growth prospects in national security space applications. YSS raised $653.1 million in its upsized IPO, positioning itself for business investments and acquisitions rather than debt repayment. Sales are projected to grow over 40% annually through 2028, with margins expected to climb as production scales and operating leverage improves.
York Space Systems, Inc. (YSS) Q4 2025 Earnings Call Transcript
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1 | $22.17 | $19.39 | -$2.78 | -12.54% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 21,239 | $470,868.63 | $419,257.86 | -$51,610.77 | -10.96% |
Joseph Castro Nuveen LLC | 20,666 | $458,165 | $402,367.02 | -$55,797.98 | -12.18% |
| MPM Mark P. Mennitt CenterBook Partners LP | 288,474 | $6.4M | $5.67M | -$721,185 | -11.28% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 732,251 | $16.23M | $14.12M | -$2.12M | -13.04% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Godyn Citigroup | 218.76 | $4,351.94 | $4,012.03 | -$339.91 | -7.81% |
| Communications Equipment Industry | Information Technology Sector | Dirk Wallinger CEO | NYSE Exchange | 987084100 CUSIP |
| US Country | 710 Employees | - Last Dividend | - Last Split | - IPO Date |
York Space Systems, Inc. is dedicated to delivering a wide range of mission-critical solutions tailored for national security, government, and commercial sectors. The company was established by Dirk Wallinger in January 2012 and is based in Denver, Colorado. York Space Systems stands out in the aerospace industry by offering a vertically integrated, comprehensive technology stack that encompasses all aspects of spacecraft development. This includes design, production, integration, and operational offerings that streamline the management of spacecraft and constellations throughout their entire mission lifecycle.
York Space Systems specializes in innovative spacecraft design solutions that ensure optimal functionality and mission performance. Their designs integrate cutting-edge technology to meet the diverse needs of clients across various sectors.
The company provides full-scale production capabilities to turn spacecraft designs into reality. With a focus on quality and efficiency, York Space Systems ensures that all production processes meet rigorous industry standards.
York Space Systems offers comprehensive integration services that involve assembling various components of a spacecraft into a unified system. This process is essential for ensuring that all systems work cohesively and effectively during missions.
After the launch, York Space Systems provides operational management services to monitor and control spacecraft operations. This includes real-time tracking, performance analytics, and maintenance support throughout the mission lifecycle.
The company provides turnkey offerings that encompass all aspects of mission management, from conception through to completion. This allows customers to rely on York Space Systems for a seamless satellite mission experience.
York Space Systems is proficient in managing satellite constellations, ensuring that all satellites within a network operate optimally and provide continuous data and communication services.