View Future GrowthYork Space Systems 과거 순이익 실적과거 기준 점검 0/6Yorkce Systems 의 수입은 연평균 -182.8%의 비율로 감소해 온 반면, Aerospace & Defense 산업은 연평균 19.2%의 비율로 증가했습니다. 매출은 연평균 25.6%의 비율로 증가해 왔습니다.핵심 정보-182.79%순이익 성장률-499.07%주당순이익(EPS) 성장률Aerospace & Defense 산업 성장률5.38%매출 성장률25.61%자기자본이익률-11.61%순이익률-65.24%최근 순이익 업데이트30 Jun 2026최근 과거 실적 업데이트공고 • 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, 2026Reported 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.공고 • 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, 2026공고 • 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, 2026모든 업데이트 보기Recent updatesBreakeven Date Change • 13hForecast 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.공고 • 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.내러티브 업데이트 • 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.공고 • 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.공고 • 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, 2026내러티브 업데이트 • 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.공고 • 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.실시간 뉴스 • 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.공고 • 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 Alpha공고 • 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 Benchmark공고 • 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.내러티브 업데이트 • 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.실시간 뉴스 • 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.실시간 뉴스 • 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.공고 • 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.실시간 뉴스 • 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.공고 • 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.공고 • 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.공고 • 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, 2026새로운 내러티브 • 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?새로운 내러티브 • 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.새로운 내러티브 • 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?공고 • 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.공고 • 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.공고 • 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.공고 • 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 Offering매출 및 비용 세부 내역York Space Systems가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이NYSE:YSS 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비30 Jun 26405-2642362031 Mar 26396-2492101931 Dec 25386-851161830 Sep 25357-911121931 Dec 24254-991042031 Dec 23238-30917양질의 수익: YSS 은(는) 현재 수익성이 없습니다.이익 마진 증가: YSS는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 지난 5년 동안 YSS의 연간 수익 성장률이 양(+)이었는지 판단하기에 데이터가 부족합니다.성장 가속화: 현재 수익성이 없어 지난 1년간 YSS의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: YSS은 수익성이 없어 지난 해 수익 성장률을 Aerospace & Defense 업계(28.9%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: YSS는 현재 수익성이 없으므로 자본 수익률이 음수(-11.61%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YCapital-goods 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/17 11:05종가2026/08/17 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스York Space Systems, Inc.는 11명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Peter ArmentBairdAustin MoellerCanaccord GenuityJohn GodynCitigroup Inc8명의 분석가 더 보기
공고 • 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
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.
공고 • 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
공고 • 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
Breakeven Date Change • 13hForecast 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.
공고 • 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.
내러티브 업데이트 • 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.
공고 • 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.
공고 • 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
내러티브 업데이트 • 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.
공고 • 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.
실시간 뉴스 • 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.
공고 • 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
공고 • 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
공고 • 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.
내러티브 업데이트 • 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.
실시간 뉴스 • 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.
실시간 뉴스 • 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.
공고 • 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.
실시간 뉴스 • 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.
공고 • 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.
공고 • 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.
공고 • 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
새로운 내러티브 • 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?
새로운 내러티브 • 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.
새로운 내러티브 • 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?
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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
