York Space Systems, Inc. (YSS)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-11-04
$6.090.00%
Close 2026-11-04 · 1-day change
NYSEIndustrialsAerospace & DefenseSnapshot 2026-11-04
QuarterlyIQ Insights · YSS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“Through the first half of 2026, we’ve secured eight contract wins at an 88% win rate, a reflection of both the breadth of our capabilities and the confidence customers place in our performance on or…
Stated in 2 of 2 supplied quarters. Management reported: “York has been awarded six contracts under this new approach in 2026 alone, and the company believes they can be significant drivers of growth into 2027 as the follow-on programs advance.” “Backlog stood at $592.0 million on June 30, down 8% from $642.3 million on March 31, and up 9% from the start of the year.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Not enough signal yet.
Not enough signal yet.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
““Through the first half of 2026, we’ve secured eight contract wins at an 88% win rate, a reflection of both the breadth of our capabilities and the confidence customers place in our performance on or…”
“• York was awarded multiple IDIQ contract awards across two mission areas critical to national security and defense.”
The ALL.SPACE acquisition extends our reach further into assured communications and the growing demand for unmanned systems driven by the changing character of conflict.
Stated in 2 of 2 supplied quarters. Management reported: “• In July, York completed its acquisition of ALL.SPACE, a leader in assured communications terminals, extending York’s reach into adjacent markets and position the company to capture the accelerating demand for unmanned systems across domains.” “• York completed its acquisition of Solestial, Inc., a leading provider of next-generation space solar technology.”
“The ALL.SPACE acquisition extends our reach further into assured communications and the growing demand for unmanned systems driven by the changing character of conflict.”
“Our commercial momentum and IDIQ awards demonstrate continued traction, and after quarter end, our agreement to acquire ALL.SPACE represents a meaningful step in expanding our total addressable marke…”
As a result, we are bringing down our full year 2026 revenue guidance.
Stated in 2 of 2 supplied quarters. Management reported: “Business outlook as of August 13, 2026 York Space Systems expects revenue for the full year 2026 to be in the range of $375 million to $405 million.” “Business outlook as of May 14, 2026 We are reaffirming our revenue guidance range of $545 million to $595 million for the full year 2026, as provided on our March 19, 2026 press release.”
“As a result, we are bringing down our full year 2026 revenue guidance.”
““Given the breadth of demand in front of us, we remain disciplined in how we allocate capital to maximize long-term value.”
• York became the first performer to complete its T1TL deliveries, launching a second dedicated Falcon 9 that put 21 York-built satellites on orbit and bringing York’s program record to 42-for-42, ah…
Stated in 2 of 2 supplied quarters. Management reported: “• York became the first performer to complete its T1TL deliveries, launching a second dedicated Falcon 9 that put 21 York-built satellites on orbit and bringing York’s program record to 42-for-42, ahead of every other awardee.” “• York initiated build-out of the first 20 satellite platforms for inventory, leveraging its mature production capacity and Manufacturing Readiness Level (MRL) 9 capabilities to accelerate time-to-orbit and meet growing demand for rapid, large-quantity deployments from government and commercial customers.”
“• York became the first performer to complete its T1TL deliveries, launching a second dedicated Falcon 9 that put 21 York-built satellites on orbit and bringing York’s program record to 42-for-42, ah…”
““We are actively investing ahead of demand by building inventory of our satellite platforms and aligning our operations to support faster deployment timelines.”
Enhance corporate governance by appointing experienced directors to the board and audit committee.
10 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=8936).
Not investment advice. As of 2026-11-04.