View Financial HealthYork Space Systems 配当と自社株買い配当金 基準チェック /06Yorkce Systems配当金を支払った記録がありません。主要情報n/a配当利回り-39.5%バイバック利回り総株主利回り-39.5%将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesBreakeven Date Change • 3hForecast breakeven date pushed back to 2028The 9 analysts covering York Space Systems previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 85% per year to 2027. The company is expected to make a profit of US$64.2m in 2028. Average annual earnings growth of 108% is required to achieve expected profit on schedule.Breakeven Date Change • Aug 14The 9 analysts covering York Space Systems previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$20.0m in 2027. Average annual earnings growth of 132% is required to achieve expected profit on schedule.お知らせ • Aug 14York Space Systems, Inc. Provides Earnings Guidance for the Full Year 2026York Space Systems, Inc. provided earnings guidance for the full year 2026. For the period, the company expects revenue for the full year 2026 to be in the range of $375 million to $405 million. The majority of the decrease in guidance is due to the removal of the new business revenue in 2026 given the shift in government acquisition methodologies.ナラティブ更新 • Aug 12YSS: Future Order Conversions And ALL.SPACE Integration Will Drive RepricingThe analyst fair value estimate for York Space Systems has been trimmed from $45.00 to $40.00 as analysts incorporate a higher discount rate, slightly softer revenue growth assumptions, and recent Street research that points to more conservative consensus forecasts despite supportive commentary on technology and deal synergies. Analyst Commentary Recent Street research on York Space Systems shows a mix of optimism and caution, with bullish analysts highlighting potential benefits from acquisitions and technology, while others focus on the need for more conservative consensus expectations.お知らせ • Aug 06York Space Systems Inc. Announces CFO ChangesYork Space Systems Inc. announced that Kevin Messerle, will step down from his current role as Chief Financial Officer. Mr. Frantz will replace Kevin Messerle, who notified the Company of his departure on July 30, 2026, and will remain in the role of Chief Financial Officer through the filing of the Company’s Quarterly Report on Form 10-Q for the second quarter of 2026 scheduled for August 13, 2026. Mr. Messerle is pursuing an opportunity outside the space industry and his departure is not the result of any disagreement on any matter relating to the Company’s operations, policies or practices. York has named Brian D. Frantz, age 63, currently Chief Accounting Officer, as interim CFO, effective August 14, 2026. Mr. Frantz has served as their Chief Accounting Officer since September 2025. From April 2017 to February 2025, Mr. Frantz served as Senior Vice President, Chief Accounting Officer and Treasurer of Summit Materials, Inc., a public company specializing in the production of aggregates and cement. Mr. Frantz served as Interim Chief Financial Officer of Intrepid Potash, Inc., a public company focused on delivering potassium, magnesium, sulfur, salt, and water products, from August 2014 to June 2015. He also served as Intrepid Potash, Inc.’s Controller and Chief Accounting Officer from July 2010 to February 2012, Vice President-Finance from February 2012 to August 2014 and Senior Vice President and Chief Accounting Officer from July 2015 to April 2017. From October 2008 to July 2010, Mr. Frantz served as Chief Financial Officer of Honnen Equipment Company, a private company specializing in selling and leasing construction equipment. Prior to that, Mr. Frantz served as Chief Financial Officer of DWF Wholesale Florists Company, a national wholesale florist and held various positions at RE/MAX International, Inc., a private company engaged in the franchising of real estate brokerage businesses, most recently as Senior Vice President and Chief Financial Officer. Mr. Frantz began his career with Arthur Andersen LLP.お知らせ • Jul 30York Space Systems, Inc. to Report Q2, 2026 Results on Aug 13, 2026York Space Systems, Inc. announced that they will report Q2, 2026 results After-Market on Aug 13, 2026ナラティブ更新 • Jul 29YSS: Future Orders And SDA Constellation Wins Will Drive RevaluationAnalysts have trimmed their fair value estimate for York Space Systems to about $33.44 per share from roughly $35.80, reflecting a mix of more cautious long term forecasts from Raymond James and updated upside views from Citi and Jefferies following the ALL.SPACE deal. Analyst Commentary Recent research on York Space Systems shows a split picture, with some analysts focusing on revenue opportunities from the ALL.SPACE acquisition and others highlighting execution risk and consensus reset.お知らせ • Jul 16York Space Systems' Second Tactical Communications Satellite Lot Ready for LaunchYork Space Systems announced that its second production lot of satellites for the SDA’s data network constellation is ready for imminent launch. The satellites, built to provide assured tactical communications for U.S. and Allied warfighters, are staged and prepared to launch aboard a dedicated Falcon 9. Twenty-one York-built satellites integrated and stacked ahead of launch aboard a dedicated Falcon 9 for the Space Development Agency's Tranche 1 Transport Layer. York is the first SDA Tranche 1 performer to reach launch readiness with a second production lot, following its position as the first Tranche 1 provider to ship and launch operational spacecraft. Upon launch, York's first and second production lots will represent more than 40 spacecraft delivered in support of the mission. This launch will also mark the third constellation and fifth mission York is simultaneously operating on orbit. This production lot capitalizes on York’s significant investment across multiple York production facilities, purpose-built to manufacture spacecraft at mass scale. Reaching this milestone twice reflects the strength of York's supply chain and production processes, which allow the company to consistently meet the pace required by the government's evolving national security space needs. On orbit, these spacecraft will form part of the secure, resilient communications backbone that U.S. and allied forces rely on to execute missions across every domain.ライブニュース • Jul 16York Space Systems Readies Second Satellite Lot for Space Development Agency LaunchYork Space Systems has its second production lot of satellites for the Space Development Agency’s Tranche 1 data network constellation ready for imminent launch on a dedicated Falcon 9, which will bring its total SDA-supporting spacecraft to more than 40 and mark the third constellation and fifth mission it is operating on orbit. Being the first SDA Tranche 1 provider to reach launch readiness with a second production lot highlights York’s ability to manufacture and deliver satellites at scale, which may influence future SDA contract opportunities and its standing with government customers. York Space Systems’ stock trades at US$19.27, with the share price down 49.7% over the past 90 days. This milestone shows York Space Systems executing on a multi-mission operational footprint, while the recent share price weakness leaves execution risk, contract concentration and program timing as key factors for investors to weigh.お知らせ • Jul 09York Space Systems, Inc. (NYSE:YSS) completed the acquisition of acquire All.Space Holdings, Inc.York Space Systems, Inc. (NYSE:YSS) agreed to acquire All.Space Holdings, Inc. for approximately $340 million on April 29, 2026. The Board of Directors of All.Space Holdings, Inc. formed a special committee for the transaction. The transaction is subject to, among others, approval by regulatory board / committee, antitrust regulations, and resignation of target's directors. The transaction was unanimously approved by the special committee and board of All.Space Holdings, Inc. and York Space Systems, Inc. Adam Crossley and Chris Manning of Stephenson Harwood LLP and Alex Schwartz, Michael R. Wilson, Carol Archer, and Wes Fischer of Sheppard, Mullin, Richter & Hampton LLP acted as legal advisor and Jefferies LLC acted as financial advisor to York Space Systems, Inc. Phil Brown and Kevin C. Clayton of Hogan Lovells US LLP acted as legal advisor for All.Space Holdings, Inc. Barclays Capital Inc. acted as financial advisor for All.Space Holdings, Inc. York Space Systems, Inc. (NYSE:YSS) completed the acquisition of acquire All.Space Holdings, Inc. on July 8, 2026. ALL.SPACE now operates as a wholly owned subsidiary of York.Seeking Alpha • Jul 06York Space Systems: Undergoing A Defense-Space Spending RampSummary York Space Systems is rated a buy due to strong defense-space demand, backlog visibility, and attractive valuation versus peers. YSS benefits from a shift toward many smaller, rapidly deployable satellites, supporting recurring revenue and less lumpy business cycles. A backlog of $642.3M and prebuilt inventory provide credible visibility to FY2026 revenue guidance, with potential for upside if execution holds. At ~3.9x NTM revenue and ~50% expected growth CAGR, YSS trades at a discount to peers, offering favorable risk/reward if revenue ramps as forecast. Read the full article on Seeking Alphaお知らせ • Jun 29+ 4 more updatesYork Space Systems, Inc.(NYSE:YSS) dropped from Russell 3000 Value BenchmarkYork Space Systems, Inc.(NYSE:YSS) dropped from Russell 3000 Value Benchmarkお知らせ • Jun 26York Space Systems Completes Initial Dragoon Mission Objectives and Demonstrates Space-Based Tactical CommunicationsYork Space Systems announced the successful completion of initial Dragoon mission objectives. The mission proved that York’s spacecraft can both send and receive tactical data via UHF, which the U.S. military relies on for secure, real-time connectivity with assets in the field. Completing this two-way link from low Earth orbit (LEO) confirms York’s ability to deliver operationally relevant tactical communications at speed and scale, on a platform built for the demands of modern defense. York satisfied initial mission exit criteria through five successful demonstrations over a three-month period, including three downlink demonstrations, which validated the spacecraft’s ability to transmit data down to a stationary government ground terminal, and two uplink demonstrations, which confirmed the ability to push most data from the ground back up to the spacecraft. The ability to establish bi-directional tactical communications from a proliferated LEO platform is a meaningful addition to York's mission set portfolio. Dragoon will continue with demonstrations for another quarter to test additional capabilities. The successful completion of Dragoon expands York’s portfolio of eight unique mission sets aligned with national defense priorities and positions the company to capitalize on the approximately $20 billion in classified mission sets outlined in the Department of War’s Fiscal Year 2027 mandatory budget. Notably, Dragoon leveraged an inventory spacecraft platform and delivered a complete mission to orbit in seven months, demonstrating that York can respond to emerging defense needs without sacrificing significant mission performance. To meet that demand, York has invested in an inventory of 20 spacecraft platforms, enabling delivery on timescales up to 75% shorter than current mission timelines. York’s demonstrated UHF capability underscores its commitment to delivering missions that work, and to the enduring need for space-based tactical support for the warfighter.ナラティブ更新 • Jun 26YSS: Future Order Conversions And Backlog Execution Will Drive RepricingThe analyst price target for York Space Systems has been revised lower from $50.63 to $45.00, as analysts factor in updated sector models, recent quarterly results, and ongoing investor skepticism around the timing and visibility of new order bookings. Analyst Commentary Recent research on York Space Systems shows that, while price targets have been revised lower, several bullish analysts still see room for the stock to create value as the company executes on its backlog and order pipeline.ライブニュース • Jun 25York Space Systems Achieves Dragoon Mission Milestone with Secure Military Satellite ConnectivityYork Space Systems completed initial objectives for its Dragoon mission, proving its satellites can send and receive secure UHF tactical data for real-time two-way connectivity between low Earth orbit spacecraft and U.S. military ground forces. The successful Dragoon test adds a new mission set to York’s portfolio focused on tactical space capabilities, aligning the company more closely with demand from the Department of War and other national defense customers. York Space Systems shares trade at US$24.54, with the stock down 14.1% over the past day. This Dragoon milestone shows York Space Systems can support secure battlefield communications from orbit and may strengthen its appeal in future defense-related procurement, while the recent share price drop highlights the execution and contract risk that investors often consider in space and defense projects.Buy Or Sell Opportunity • Jun 17Now 21% undervaluedOver the last 90 days, the stock has risen 71% to US$30.30. The fair value is estimated to be US$38.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last year. Earnings per share has declined by 243%. Revenue is forecast to grow by 60% in a year. Earnings are forecast to grow by 76% in the next year.ライブニュース • Jun 16York Space Systems Stock Falls 16% After SpaceX Reveals Plans for Record IPOYork Space Systems stock fell over 16% on June 12, 2026, following the announcement that SpaceX plans what is projected to be the largest IPO in history. Both York Space Systems and SpaceX are key contractors for the U.S. Space Force’s Space Development Agency, working on advanced satellite networks. The stock reaction reflects investor concern that a publicly traded SpaceX could alter competitive dynamics across the aerospace and defense sector. The selloff highlights how closely York Space Systems is being linked to competitive headlines around SpaceX rather than to company specific developments. Investors may want to distinguish between sentiment driven moves and any underlying changes in York’s contract position with the Space Development Agency or its broader government and commercial pipeline.お知らせ • Jun 05York Space Systems, Inc. (NYSE:YSS) completed the acquisition of Solestial, Inc. for $67 million.York Space Systems, Inc. (NYSE:YSS) entered into a definitive agreement to acquire Solestial, Inc. on May 15, 2026. York Space Systems, Inc. (NYSE:YSS) acquired Solestial, Inc. for $67 million on June 04, 2026. As part of consideration $67 million will be paid by York Space Systems, Inc with issuance of 1,703,577 Company Shares using a negotiated value of $34.00 per share and paid with a mix of cash and stock. The consummation of the acquisition of Solestial is subject to regulatory approvals and customary closing conditions and is expected to occur in the second quarter. York Space Systems, Inc. (NYSE:YSS) completed the acquisition of Solestial, Inc. for $67 million on June 04, 2026.ライブニュース • Jun 05York Space Systems Increases Control Over Satellite Supply Chain With Solestial AcquisitionYork Space Systems closed the acquisition of Solestial, a provider of next‑generation space solar technology, on May 19. Solestial will operate as a wholly owned subsidiary, supplying its solar solutions while integrating with York’s spacecraft offerings. The deal brings key space solar materials and manufacturing processes into the U.S., reducing reliance on foreign sources, including Chinese‑controlled suppliers, and supporting the domestic industrial base. This acquisition tightens York’s control over a critical part of its supply chain, which can help reduce procurement risk for future satellite programs and potentially improve schedule reliability for customers. Investors may want to watch how effectively York integrates Solestial’s technology into its platforms and manages any costs tied to expanding U.S. manufacturing capacity.Buy Or Sell Opportunity • Jun 01Now 22% undervaluedOver the last 90 days, the stock has risen 23% to US$29.78. The fair value is estimated to be US$38.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last year. Earnings per share has declined by 243%. Revenue is forecast to grow by 60% in a year. Earnings are forecast to grow by 76% in the next year.お知らせ • May 20York Space Systems, Inc. (NYSE:YSS) entered into a definitive agreement to acquire Solestial, Inc.York Space Systems, Inc. (NYSE:YSS) entered into a definitive agreement to acquire Solestial, Inc. on May 15, 2026. The consideration consists of approximately 2.35 million shares of the Company’s common stock to be issued at closing, with the remainder of the purchase price payable in cash. The consummation of the acquisition of Solestial is subject to regulatory approvals and customary closing conditions and is expected to occur in the second quarter.Reported Earnings • May 15First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$1.52 loss per share (further deteriorated from US$0.018 loss in 1Q 2025). Revenue: US$116.3m (up 52% from 1Q 2025). Net loss: US$175.8m (loss widened US$156.0m from 1Q 2025). Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Aerospace & Defense industry in the US.Buy Or Sell Opportunity • May 13Now 28% undervaluedOver the last 90 days, the stock has risen 16% to US$28.24. The fair value is estimated to be US$39.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 52% over the last year. Earnings per share has grown by 14%. Revenue is forecast to grow by 47% in a year. Earnings are forecast to grow by 92% in the next year.お知らせ • May 01York Space Systems, Inc. (NYSE:YSS) agreed to acquire All.Space Holdings, Inc. for approximately $340 million.York Space Systems, Inc. (NYSE:YSS) agreed to acquire All.Space Holdings, Inc. for approximately $340 million on April 29, 2026. The Board of Directors of All.Space Holdings, Inc. formed a special committee for the transaction. The transaction is subject to, among others, approval by regulatory board / committee and resignation of target's directors. The transaction was unanimously approved by the special committee and board of All.Space Holdings, Inc. Alex Schwartz, Michael R. Wilson, and Wes Fischer of Sheppard, Mullin, Richter & Hampton LLP acted as legal advisor and Jefferies LLC acted as financial advisor to York Space Systems, Inc. Phil Brown and Kevin C. Clayton of Hogan Lovells US LLP acted as legal advisor for All.Space Holdings, Inc. Barclays Capital Inc. acted as financial advisor for All.Space Holdings, Inc.お知らせ • Apr 30York Space Systems, Inc. to Report Q1, 2026 Results on May 14, 2026York Space Systems, Inc. announced that they will report Q1, 2026 results After-Market on May 14, 2026新しいナラティブ • Apr 24Constellation Demand And Fixed Price Contracts Will Pressure Margins And Future ProfitabilityCatalysts About York Space Systems York Space Systems designs, manufactures and operates standardized satellite platforms and end to end mission services for government and commercial customers. What are the underlying business or industry changes driving this perspective?新しいナラティブ • Apr 08Proliferated Low Earth Orbit Demand Will Support Long Term Mission Services UpsideCatalysts About York Space Systems York Space Systems designs, manufactures and operates satellites and end to end mission services for U.S. government and commercial customers. What are the underlying business or industry changes driving this perspective?Buy Or Sell Opportunity • Apr 07Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at US$27.56. The fair value is estimated to be US$34.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 52% over the last year. Earnings per share has grown by 14%. Revenue is forecast to grow by 47% in a year. Earnings are forecast to grow by 91% in the next year.新しいナラティブ • Mar 25National Security Space Spending And Vertical Integration Will Reshape This Satellite Constellation LeaderCatalysts About York Space Systems York Space Systems designs, manufactures and operates satellite constellations and mission services for U.S. government and commercial customers. What are the underlying business or industry changes driving this perspective?お知らせ • Mar 20York Space Systems, Inc. Provides Revenue Guidance for the Full Year 2026York Space Systems, Inc. provided revenue guidance for the full year 2026. For the year, the company expects revenue to be in the range of $545 million to $595 million. Over 70% of this, at the midpoint, is expected to come from the existing backlog, giving the high confidence in achieving the goals, and the ability to focus on building the pipeline for beyond this year.お知らせ • Mar 12York Space Systems, Inc. (NYSE:YSS) acquired Orbion Space Technology, Inc.York Space Systems, Inc. (NYSE:YSS) acquired Orbion Space Technology, Inc. on March 6, 2026. The consideration consists of cash and 2,812,141 shares of common stock of York Space Systems, Inc. (the “Stock Consideration”). The Stock Consideration is subject to restrictions on transfer under the Merger Agreement. York Space Systems, Inc. (NYSE:YSS) completed the acquisition of Orbion Space Technology, Inc. on March 6, 2026.お知らせ • Mar 10York Space Systems, Inc. to Report Q4, 2025 Results on Mar 19, 2026York Space Systems, Inc. announced that they will report Q4, 2025 results After-Market on Mar 19, 2026Buy Or Sell Opportunity • Feb 25Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at US$26.46. The fair value is estimated to be US$34.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 43% over the last year. Earnings per share has declined by 2.8%. Revenue is forecast to grow by 46% in a year. Earnings are forecast to grow by 72% in the next year.お知らせ • Jan 29York Space Systems, Inc. has completed an IPO in the amount of $629 million.York Space Systems, Inc. has completed an IPO in the amount of $629 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 18,500,000 Price\Range: $34 Discount Per Security: $1.955 Transaction Features: Reserved Share Offering; Sponsor Backed Offering決済の安定と成長配当データの取得安定した配当: YSSの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: YSSの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場York Space Systems 配当利回り対市場YSS 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (YSS)n/a市場下位25% (US)1.3%市場トップ25% (US)4.0%業界平均 (Aerospace & Defense)1.0%アナリスト予想 (YSS) (最長3年)0%注目すべき配当: YSSは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: YSSは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: YSSの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: YSSが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YUS 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/17 01:14終値2026/08/17 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋York Space Systems, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Peter ArmentBairdAustin MoellerCanaccord GenuityJohn GodynCitigroup Inc8 その他のアナリストを表示
Breakeven Date Change • 3hForecast breakeven date pushed back to 2028The 9 analysts covering York Space Systems previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 85% per year to 2027. The company is expected to make a profit of US$64.2m in 2028. Average annual earnings growth of 108% is required to achieve expected profit on schedule.
Breakeven Date Change • Aug 14The 9 analysts covering York Space Systems previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$20.0m in 2027. Average annual earnings growth of 132% is required to achieve expected profit on schedule.
お知らせ • Aug 14York Space Systems, Inc. Provides Earnings Guidance for the Full Year 2026York Space Systems, Inc. provided earnings guidance for the full year 2026. For the period, the company expects revenue for the full year 2026 to be in the range of $375 million to $405 million. The majority of the decrease in guidance is due to the removal of the new business revenue in 2026 given the shift in government acquisition methodologies.
ナラティブ更新 • Aug 12YSS: Future Order Conversions And ALL.SPACE Integration Will Drive RepricingThe analyst fair value estimate for York Space Systems has been trimmed from $45.00 to $40.00 as analysts incorporate a higher discount rate, slightly softer revenue growth assumptions, and recent Street research that points to more conservative consensus forecasts despite supportive commentary on technology and deal synergies. Analyst Commentary Recent Street research on York Space Systems shows a mix of optimism and caution, with bullish analysts highlighting potential benefits from acquisitions and technology, while others focus on the need for more conservative consensus expectations.
お知らせ • Aug 06York Space Systems Inc. Announces CFO ChangesYork Space Systems Inc. announced that Kevin Messerle, will step down from his current role as Chief Financial Officer. Mr. Frantz will replace Kevin Messerle, who notified the Company of his departure on July 30, 2026, and will remain in the role of Chief Financial Officer through the filing of the Company’s Quarterly Report on Form 10-Q for the second quarter of 2026 scheduled for August 13, 2026. Mr. Messerle is pursuing an opportunity outside the space industry and his departure is not the result of any disagreement on any matter relating to the Company’s operations, policies or practices. York has named Brian D. Frantz, age 63, currently Chief Accounting Officer, as interim CFO, effective August 14, 2026. Mr. Frantz has served as their Chief Accounting Officer since September 2025. From April 2017 to February 2025, Mr. Frantz served as Senior Vice President, Chief Accounting Officer and Treasurer of Summit Materials, Inc., a public company specializing in the production of aggregates and cement. Mr. Frantz served as Interim Chief Financial Officer of Intrepid Potash, Inc., a public company focused on delivering potassium, magnesium, sulfur, salt, and water products, from August 2014 to June 2015. He also served as Intrepid Potash, Inc.’s Controller and Chief Accounting Officer from July 2010 to February 2012, Vice President-Finance from February 2012 to August 2014 and Senior Vice President and Chief Accounting Officer from July 2015 to April 2017. From October 2008 to July 2010, Mr. Frantz served as Chief Financial Officer of Honnen Equipment Company, a private company specializing in selling and leasing construction equipment. Prior to that, Mr. Frantz served as Chief Financial Officer of DWF Wholesale Florists Company, a national wholesale florist and held various positions at RE/MAX International, Inc., a private company engaged in the franchising of real estate brokerage businesses, most recently as Senior Vice President and Chief Financial Officer. Mr. Frantz began his career with Arthur Andersen LLP.
お知らせ • Jul 30York Space Systems, Inc. to Report Q2, 2026 Results on Aug 13, 2026York Space Systems, Inc. announced that they will report Q2, 2026 results After-Market on Aug 13, 2026
ナラティブ更新 • Jul 29YSS: Future Orders And SDA Constellation Wins Will Drive RevaluationAnalysts have trimmed their fair value estimate for York Space Systems to about $33.44 per share from roughly $35.80, reflecting a mix of more cautious long term forecasts from Raymond James and updated upside views from Citi and Jefferies following the ALL.SPACE deal. Analyst Commentary Recent research on York Space Systems shows a split picture, with some analysts focusing on revenue opportunities from the ALL.SPACE acquisition and others highlighting execution risk and consensus reset.
お知らせ • Jul 16York Space Systems' Second Tactical Communications Satellite Lot Ready for LaunchYork Space Systems announced that its second production lot of satellites for the SDA’s data network constellation is ready for imminent launch. The satellites, built to provide assured tactical communications for U.S. and Allied warfighters, are staged and prepared to launch aboard a dedicated Falcon 9. Twenty-one York-built satellites integrated and stacked ahead of launch aboard a dedicated Falcon 9 for the Space Development Agency's Tranche 1 Transport Layer. York is the first SDA Tranche 1 performer to reach launch readiness with a second production lot, following its position as the first Tranche 1 provider to ship and launch operational spacecraft. Upon launch, York's first and second production lots will represent more than 40 spacecraft delivered in support of the mission. This launch will also mark the third constellation and fifth mission York is simultaneously operating on orbit. This production lot capitalizes on York’s significant investment across multiple York production facilities, purpose-built to manufacture spacecraft at mass scale. Reaching this milestone twice reflects the strength of York's supply chain and production processes, which allow the company to consistently meet the pace required by the government's evolving national security space needs. On orbit, these spacecraft will form part of the secure, resilient communications backbone that U.S. and allied forces rely on to execute missions across every domain.
ライブニュース • Jul 16York Space Systems Readies Second Satellite Lot for Space Development Agency LaunchYork Space Systems has its second production lot of satellites for the Space Development Agency’s Tranche 1 data network constellation ready for imminent launch on a dedicated Falcon 9, which will bring its total SDA-supporting spacecraft to more than 40 and mark the third constellation and fifth mission it is operating on orbit. Being the first SDA Tranche 1 provider to reach launch readiness with a second production lot highlights York’s ability to manufacture and deliver satellites at scale, which may influence future SDA contract opportunities and its standing with government customers. York Space Systems’ stock trades at US$19.27, with the share price down 49.7% over the past 90 days. This milestone shows York Space Systems executing on a multi-mission operational footprint, while the recent share price weakness leaves execution risk, contract concentration and program timing as key factors for investors to weigh.
お知らせ • Jul 09York Space Systems, Inc. (NYSE:YSS) completed the acquisition of acquire All.Space Holdings, Inc.York Space Systems, Inc. (NYSE:YSS) agreed to acquire All.Space Holdings, Inc. for approximately $340 million on April 29, 2026. The Board of Directors of All.Space Holdings, Inc. formed a special committee for the transaction. The transaction is subject to, among others, approval by regulatory board / committee, antitrust regulations, and resignation of target's directors. The transaction was unanimously approved by the special committee and board of All.Space Holdings, Inc. and York Space Systems, Inc. Adam Crossley and Chris Manning of Stephenson Harwood LLP and Alex Schwartz, Michael R. Wilson, Carol Archer, and Wes Fischer of Sheppard, Mullin, Richter & Hampton LLP acted as legal advisor and Jefferies LLC acted as financial advisor to York Space Systems, Inc. Phil Brown and Kevin C. Clayton of Hogan Lovells US LLP acted as legal advisor for All.Space Holdings, Inc. Barclays Capital Inc. acted as financial advisor for All.Space Holdings, Inc. York Space Systems, Inc. (NYSE:YSS) completed the acquisition of acquire All.Space Holdings, Inc. on July 8, 2026. ALL.SPACE now operates as a wholly owned subsidiary of York.
Seeking Alpha • Jul 06York Space Systems: Undergoing A Defense-Space Spending RampSummary York Space Systems is rated a buy due to strong defense-space demand, backlog visibility, and attractive valuation versus peers. YSS benefits from a shift toward many smaller, rapidly deployable satellites, supporting recurring revenue and less lumpy business cycles. A backlog of $642.3M and prebuilt inventory provide credible visibility to FY2026 revenue guidance, with potential for upside if execution holds. At ~3.9x NTM revenue and ~50% expected growth CAGR, YSS trades at a discount to peers, offering favorable risk/reward if revenue ramps as forecast. Read the full article on Seeking Alpha
お知らせ • Jun 29+ 4 more updatesYork Space Systems, Inc.(NYSE:YSS) dropped from Russell 3000 Value BenchmarkYork Space Systems, Inc.(NYSE:YSS) dropped from Russell 3000 Value Benchmark
お知らせ • Jun 26York Space Systems Completes Initial Dragoon Mission Objectives and Demonstrates Space-Based Tactical CommunicationsYork Space Systems announced the successful completion of initial Dragoon mission objectives. The mission proved that York’s spacecraft can both send and receive tactical data via UHF, which the U.S. military relies on for secure, real-time connectivity with assets in the field. Completing this two-way link from low Earth orbit (LEO) confirms York’s ability to deliver operationally relevant tactical communications at speed and scale, on a platform built for the demands of modern defense. York satisfied initial mission exit criteria through five successful demonstrations over a three-month period, including three downlink demonstrations, which validated the spacecraft’s ability to transmit data down to a stationary government ground terminal, and two uplink demonstrations, which confirmed the ability to push most data from the ground back up to the spacecraft. The ability to establish bi-directional tactical communications from a proliferated LEO platform is a meaningful addition to York's mission set portfolio. Dragoon will continue with demonstrations for another quarter to test additional capabilities. The successful completion of Dragoon expands York’s portfolio of eight unique mission sets aligned with national defense priorities and positions the company to capitalize on the approximately $20 billion in classified mission sets outlined in the Department of War’s Fiscal Year 2027 mandatory budget. Notably, Dragoon leveraged an inventory spacecraft platform and delivered a complete mission to orbit in seven months, demonstrating that York can respond to emerging defense needs without sacrificing significant mission performance. To meet that demand, York has invested in an inventory of 20 spacecraft platforms, enabling delivery on timescales up to 75% shorter than current mission timelines. York’s demonstrated UHF capability underscores its commitment to delivering missions that work, and to the enduring need for space-based tactical support for the warfighter.
ナラティブ更新 • Jun 26YSS: Future Order Conversions And Backlog Execution Will Drive RepricingThe analyst price target for York Space Systems has been revised lower from $50.63 to $45.00, as analysts factor in updated sector models, recent quarterly results, and ongoing investor skepticism around the timing and visibility of new order bookings. Analyst Commentary Recent research on York Space Systems shows that, while price targets have been revised lower, several bullish analysts still see room for the stock to create value as the company executes on its backlog and order pipeline.
ライブニュース • Jun 25York Space Systems Achieves Dragoon Mission Milestone with Secure Military Satellite ConnectivityYork Space Systems completed initial objectives for its Dragoon mission, proving its satellites can send and receive secure UHF tactical data for real-time two-way connectivity between low Earth orbit spacecraft and U.S. military ground forces. The successful Dragoon test adds a new mission set to York’s portfolio focused on tactical space capabilities, aligning the company more closely with demand from the Department of War and other national defense customers. York Space Systems shares trade at US$24.54, with the stock down 14.1% over the past day. This Dragoon milestone shows York Space Systems can support secure battlefield communications from orbit and may strengthen its appeal in future defense-related procurement, while the recent share price drop highlights the execution and contract risk that investors often consider in space and defense projects.
Buy Or Sell Opportunity • Jun 17Now 21% undervaluedOver the last 90 days, the stock has risen 71% to US$30.30. The fair value is estimated to be US$38.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last year. Earnings per share has declined by 243%. Revenue is forecast to grow by 60% in a year. Earnings are forecast to grow by 76% in the next year.
ライブニュース • Jun 16York Space Systems Stock Falls 16% After SpaceX Reveals Plans for Record IPOYork Space Systems stock fell over 16% on June 12, 2026, following the announcement that SpaceX plans what is projected to be the largest IPO in history. Both York Space Systems and SpaceX are key contractors for the U.S. Space Force’s Space Development Agency, working on advanced satellite networks. The stock reaction reflects investor concern that a publicly traded SpaceX could alter competitive dynamics across the aerospace and defense sector. The selloff highlights how closely York Space Systems is being linked to competitive headlines around SpaceX rather than to company specific developments. Investors may want to distinguish between sentiment driven moves and any underlying changes in York’s contract position with the Space Development Agency or its broader government and commercial pipeline.
お知らせ • Jun 05York Space Systems, Inc. (NYSE:YSS) completed the acquisition of Solestial, Inc. for $67 million.York Space Systems, Inc. (NYSE:YSS) entered into a definitive agreement to acquire Solestial, Inc. on May 15, 2026. York Space Systems, Inc. (NYSE:YSS) acquired Solestial, Inc. for $67 million on June 04, 2026. As part of consideration $67 million will be paid by York Space Systems, Inc with issuance of 1,703,577 Company Shares using a negotiated value of $34.00 per share and paid with a mix of cash and stock. The consummation of the acquisition of Solestial is subject to regulatory approvals and customary closing conditions and is expected to occur in the second quarter. York Space Systems, Inc. (NYSE:YSS) completed the acquisition of Solestial, Inc. for $67 million on June 04, 2026.
ライブニュース • Jun 05York Space Systems Increases Control Over Satellite Supply Chain With Solestial AcquisitionYork Space Systems closed the acquisition of Solestial, a provider of next‑generation space solar technology, on May 19. Solestial will operate as a wholly owned subsidiary, supplying its solar solutions while integrating with York’s spacecraft offerings. The deal brings key space solar materials and manufacturing processes into the U.S., reducing reliance on foreign sources, including Chinese‑controlled suppliers, and supporting the domestic industrial base. This acquisition tightens York’s control over a critical part of its supply chain, which can help reduce procurement risk for future satellite programs and potentially improve schedule reliability for customers. Investors may want to watch how effectively York integrates Solestial’s technology into its platforms and manages any costs tied to expanding U.S. manufacturing capacity.
Buy Or Sell Opportunity • Jun 01Now 22% undervaluedOver the last 90 days, the stock has risen 23% to US$29.78. The fair value is estimated to be US$38.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last year. Earnings per share has declined by 243%. Revenue is forecast to grow by 60% in a year. Earnings are forecast to grow by 76% in the next year.
お知らせ • May 20York Space Systems, Inc. (NYSE:YSS) entered into a definitive agreement to acquire Solestial, Inc.York Space Systems, Inc. (NYSE:YSS) entered into a definitive agreement to acquire Solestial, Inc. on May 15, 2026. The consideration consists of approximately 2.35 million shares of the Company’s common stock to be issued at closing, with the remainder of the purchase price payable in cash. The consummation of the acquisition of Solestial is subject to regulatory approvals and customary closing conditions and is expected to occur in the second quarter.
Reported Earnings • May 15First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$1.52 loss per share (further deteriorated from US$0.018 loss in 1Q 2025). Revenue: US$116.3m (up 52% from 1Q 2025). Net loss: US$175.8m (loss widened US$156.0m from 1Q 2025). Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Aerospace & Defense industry in the US.
Buy Or Sell Opportunity • May 13Now 28% undervaluedOver the last 90 days, the stock has risen 16% to US$28.24. The fair value is estimated to be US$39.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 52% over the last year. Earnings per share has grown by 14%. Revenue is forecast to grow by 47% in a year. Earnings are forecast to grow by 92% in the next year.
お知らせ • May 01York Space Systems, Inc. (NYSE:YSS) agreed to acquire All.Space Holdings, Inc. for approximately $340 million.York Space Systems, Inc. (NYSE:YSS) agreed to acquire All.Space Holdings, Inc. for approximately $340 million on April 29, 2026. The Board of Directors of All.Space Holdings, Inc. formed a special committee for the transaction. The transaction is subject to, among others, approval by regulatory board / committee and resignation of target's directors. The transaction was unanimously approved by the special committee and board of All.Space Holdings, Inc. Alex Schwartz, Michael R. Wilson, and Wes Fischer of Sheppard, Mullin, Richter & Hampton LLP acted as legal advisor and Jefferies LLC acted as financial advisor to York Space Systems, Inc. Phil Brown and Kevin C. Clayton of Hogan Lovells US LLP acted as legal advisor for All.Space Holdings, Inc. Barclays Capital Inc. acted as financial advisor for All.Space Holdings, Inc.
お知らせ • Apr 30York Space Systems, Inc. to Report Q1, 2026 Results on May 14, 2026York Space Systems, Inc. announced that they will report Q1, 2026 results After-Market on May 14, 2026
新しいナラティブ • Apr 24Constellation Demand And Fixed Price Contracts Will Pressure Margins And Future ProfitabilityCatalysts About York Space Systems York Space Systems designs, manufactures and operates standardized satellite platforms and end to end mission services for government and commercial customers. What are the underlying business or industry changes driving this perspective?
新しいナラティブ • Apr 08Proliferated Low Earth Orbit Demand Will Support Long Term Mission Services UpsideCatalysts About York Space Systems York Space Systems designs, manufactures and operates satellites and end to end mission services for U.S. government and commercial customers. What are the underlying business or industry changes driving this perspective?
Buy Or Sell Opportunity • Apr 07Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at US$27.56. The fair value is estimated to be US$34.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 52% over the last year. Earnings per share has grown by 14%. Revenue is forecast to grow by 47% in a year. Earnings are forecast to grow by 91% in the next year.
新しいナラティブ • Mar 25National Security Space Spending And Vertical Integration Will Reshape This Satellite Constellation LeaderCatalysts About York Space Systems York Space Systems designs, manufactures and operates satellite constellations and mission services for U.S. government and commercial customers. What are the underlying business or industry changes driving this perspective?
お知らせ • Mar 20York Space Systems, Inc. Provides Revenue Guidance for the Full Year 2026York Space Systems, Inc. provided revenue guidance for the full year 2026. For the year, the company expects revenue to be in the range of $545 million to $595 million. Over 70% of this, at the midpoint, is expected to come from the existing backlog, giving the high confidence in achieving the goals, and the ability to focus on building the pipeline for beyond this year.
お知らせ • Mar 12York Space Systems, Inc. (NYSE:YSS) acquired Orbion Space Technology, Inc.York Space Systems, Inc. (NYSE:YSS) acquired Orbion Space Technology, Inc. on March 6, 2026. The consideration consists of cash and 2,812,141 shares of common stock of York Space Systems, Inc. (the “Stock Consideration”). The Stock Consideration is subject to restrictions on transfer under the Merger Agreement. York Space Systems, Inc. (NYSE:YSS) completed the acquisition of Orbion Space Technology, Inc. on March 6, 2026.
お知らせ • Mar 10York Space Systems, Inc. to Report Q4, 2025 Results on Mar 19, 2026York Space Systems, Inc. announced that they will report Q4, 2025 results After-Market on Mar 19, 2026
Buy Or Sell Opportunity • Feb 25Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at US$26.46. The fair value is estimated to be US$34.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 43% over the last year. Earnings per share has declined by 2.8%. Revenue is forecast to grow by 46% in a year. Earnings are forecast to grow by 72% in the next year.
お知らせ • Jan 29York Space Systems, Inc. has completed an IPO in the amount of $629 million.York Space Systems, Inc. has completed an IPO in the amount of $629 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 18,500,000 Price\Range: $34 Discount Per Security: $1.955 Transaction Features: Reserved Share Offering; Sponsor Backed Offering
