York Space Systems, Inc. (YSS)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-09-04
$8.96+5.29%
Close 2026-09-04 · 1-day change
NYSEIndustrialsAerospace & DefenseSnapshot 2026-09-04
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.
Continue acquiring companies like ALL.SPACE and Solestial to broaden market reach and enhance technology offerings.
Stated as a priority in 2 of last 2 quarters. York completed acquisitions of ALL.SPACE and Solestial in 2026-Q2, paying approximately $67 million for ALL.SPACE, and announced Orbion acquisition in 2026-Q1. These acquisitions extend York's capabilities and market reach, indicating delivering progress on this strategic growth priority.
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.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
10 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated neutral grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=3431).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“York completed its acquisition of ALL.SPACE, extending reach into assured communications terminals.”
“York acquired Orbion Space Technology and announced agreement to acquire ALL.SPACE to expand total addressable market.”
Focus on winning government contracts, including IDIQ awards, to build backlog and drive future revenue growth.
Stated as a priority in 2 of last 2 quarters. Backlog increased from approximately $542 million at start of 2026 to $592 million by 2026-Q2, reflecting contract wins including eight contracts year-to-date at an 88% win rate. The trajectory shows delivering progress in expanding government contract backlog.
“Year-to-date, York secured eight contract wins at an approximately 88% win rate.”
“York was awarded multiple IDIQ contract awards across two mission areas critical to national security and defense.”
Invest in inventory build-out and mature production capabilities to accelerate satellite deployment timelines.
Stated as a priority in 2 of last 2 quarters. Inventory build-out began in 2026-Q1 with 20 satellite platforms and accelerated deployment with a second T1TL launch delivering 21 satellites in 2026-Q2. This shows delivering progress in building capacity for faster deployment.
“Completed second T1TL launch adding 21 satellites and finished T1TL deliveries.”
“Initiated build-out of first 20 satellite platforms for inventory to accelerate time-to-orbit.”
Allocate capital prudently, using equity issuance to fund acquisitions while managing liquidity and growth investments.
Stated as a priority in 2 of last 2 quarters. IPO proceeds of $583 million in 2026-Q1 funded growth initiatives and acquisitions, including ALL.SPACE acquisition in 2026-Q2 paid with cash and stock. Capital allocation shows delivering prudent funding of strategic priorities.
“Acquisition of ALL.SPACE paid with mix of cash and stock for approximately $67 million.”
“Completed IPO raising net proceeds of $583 million to accelerate growth and acquisitions.”
Enhance corporate governance by appointing experienced directors to the board and audit committee.
Newly stated in 2026-Q2. The appointment of Dr. Janine A. Davidson to the board and audit committee was announced in 2026-Q2, reflecting a focus on strengthening governance. No prior quarters mention this priority.
“Dr. Janine A. Davidson appointed as Class II director and to the Audit Committee.”
Not investment advice. As of 2026-09-04.