York Space Systems, Inc. (YSS) Stock

York Space Systems, Inc. (YSS) is a Industrials stock trading at $17.10 (as of 2026-07-24), with a market capitalization of $2.22B. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

York Space Systems, Inc. provides spacecraft-related solutions for national security, government, and commercial customers, covering design through production, integration, and operation. Its offerings include turnkey management of spacecraft and constellations across the mission lifecycle.

Understand York Space Systems, Inc.: how it makes money

York Space Systems provides a vertically integrated, turnkey suite of spacecraft solutions, from design and production through integration and ongoing operations of spacecraft and constellations, generating revenue from delivering these mission-critical solutions to national security, government, and commercial customers.

Its profit model is tied to executing turnkey spacecraft and constellation programs across the full mission lifecycle, with results heavily influenced by translating multi-year commercial contracts into spacecraft deployment and in-orbit operations.

Business quality (Weak): Latest-quarter profitability looks weak, with a positive gross margin but a highly negative operating margin.

Bull case

  • Multi-year visibility: The company tracks Multi-Year Commercial Contract Value, which reflects its ability to win longer-horizon commercial programs.
  • Execution signal from in-orbit operations: It reports Satellites Currently Operating In Orbit (33), indicating spacecraft are reaching operational status.

Bear case

  • Operating losses in the latest quarter: Operating margin is -94.9% in the latest period, suggesting that costs and/or program timing are significantly outpacing gross profit.
  • Program execution and lifecycle complexity: Because it manages the full technology stack, from spacecraft design and production to integration and operations, delays or cost overruns in any lifecycle stage can pressure results.
  • Ongoing build commitments increase risk: Inventory Build Satellite Platforms Initiated (20) implies continued platform activity, which can raise execution risk if timelines or downstream milestones shift.
Valuation — source: SEC EDGAR (first-party)
Price$17.10
Market Cap$2.22B
Price / Book1.29
FCF Yield-7.5%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$253.53M
Net Margin-39.0%
Revenue Growth (YoY)9.5%
EPS Growth (YoY)1158.3%
FCF Growth (YoY)7.4%
Valuation vs Sector & Industry
Sector P/E (Industrials)28.3
Industry P/E (Defense)88.4
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($421.51M)
Institutional Holders Tracked10
Company
SectorIndustrials
IndustryDefense
CEODirk Wallinger
CountryUS
IPO Date2026-01-29

Related Companies (Business model: Defense & Aerospace Prime (Defense Primes + Commercial Aerospace OEMs); 8 closest by market cap)

  • Rocket Lab USA, Inc. (RKLB)
  • Kratos Defense & Security Solutions, Inc. (KTOS)
  • Joby Aviation, Inc. (JOBY)
  • MDA Space Ltd. (MDA)
  • Archer Aviation Inc. (ACHR)
  • Firefly Aerospace Inc. (FLY)
  • Redwire Corporation (RDW)
  • Voyager Technologies, Inc. (VOYG)
YSS earnings history · YSS institutional & insider holders · YSS KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-24.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.