York Space Systems, Inc.

NYSE:YSS Stock Report

Market Cap: US$3.4b

York Space Systems Management

Management criteria checks 3/4

Yorkce Systems' CEO is Dirk Wallinger, appointed in Jan 2012, has a tenure of 14.33 years. total yearly compensation is $500.05K, comprised of 100% salary and 0.01% bonuses, including company stock and options. directly owns 8.61% of the company’s shares, worth $288.71M. The average tenure of the management team and the board of directors is 4.9 years and 0.3 years respectively.

Key information

Dirk Wallinger

Chief executive officer

US$500.1k

Total compensation

CEO salary percentage99.99%
CEO tenure14.3yrs
CEO ownership8.6%
Management average tenure4.9yrs
Board average tenureless than a year

Recent management updates

No updates

Recent updates

Seeking Alpha May 20

York Space: Coming Down Following A Busy Quarter

Summary York Space Systems trades at a lower sales multiple after a sharp share price pullback and a softer Q1 performance. Q1 revenue grew 9% to $116M, but adjusted EBITDA turned negative; backlog rose to $642M, supporting a strong book-to-bill ratio. York Space Systems maintained full-year revenue guidance of $545–$595M, but organic growth remains difficult to assess amid ongoing M&A activity. I remain cautious due to uncertain growth, lack of profitability, and reliance on acquisitions, despite more attractive valuation metrics. Read the full article on Seeking Alpha
New Narrative Apr 24

Constellation Demand And Fixed Price Contracts Will Pressure Margins And Future Profitability

Catalysts 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?
New Narrative Apr 08

Proliferated Low Earth Orbit Demand Will Support Long Term Mission Services Upside

Catalysts 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?
New Narrative Mar 25

National Security Space Spending And Vertical Integration Will Reshape This Satellite Constellation Leader

Catalysts 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?

CEO Compensation Analysis

How has Dirk Wallinger's remuneration changed compared to York Space Systems's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$249m

Dec 31 2025US$500kUS$500k

-US$85m

Sep 30 2025n/an/a

-US$91m

Dec 31 2024US$500kUS$500k

-US$99m

Compensation vs Market: Dirk's total compensation ($USD500.05K) is below average for companies of similar size in the US market ($USD7.03M).

Compensation vs Earnings: Dirk's compensation has been consistent with company performance over the past year.


CEO

Dirk Wallinger (45 yo)

14.3yrs
Tenure
US$500,054
Compensation

Mr. Dirk Wallinger is Founder, CEO, President of York Space Systems, Inc since January 2012 and serves as its Director. Prior to founding the Company, Mr. Wallinger served to strategize, design and deploy...


Leadership Team

NamePositionTenureCompensationOwnership
Dirk Wallinger
Founder14.3yrsUS$500.05k8.61%
$ 288.7m
Kevin Messerle
Chief Financial Officer5.1yrsUS$641.31k0.71%
$ 23.7m
Devjyoti Rudra
Chief Supply Chain Officer2.7yrsUS$569.77k0.26%
$ 8.7m
Brian Frantz
Chief Accounting Officerno datano data0.0044%
$ 147.5k
Monica Palko
Chief Legal & Administrative Officer4.8yrsno data0.52%
$ 17.6m
Christopher Evenden
Vice President of Investor Relationsno datano datano data
4.9yrs
Average Tenure
53yo
Average Age

Experienced Management: YSS's management team is considered experienced (4.9 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Dirk Wallinger
Founderno dataUS$500.05k8.61%
$ 288.7m
Dylan Taylor
Advisory Directorno datano datano data
William Readdy
Advisory Directorno datano datano data
James Cantrell
Advisory Directorno datano datano data
Kirk Konert
Chairmanno datano datano data
Tyler Letarte
Directorless than a yearno data0.0011%
$ 37.9k
Janine Davidson
Directorless than a yearno datano data
Louis Brothers
Independent Directorless than a yearno datano data
Andrew Boyd
Independent Directorless than a yearno datano data
James McConville
Independent Directorless than a yearno datano data
Tamra Erwin
Independent Directorless than a yearno data0.058%
$ 1.9m
0.3yrs
Average Tenure
58yo
Average Age

Experienced Board: YSS's board of directors are not considered experienced ( 0.3 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/21 15:14
End of Day Share Price 2026/05/21 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

York Space Systems, Inc. is covered by 11 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Peter ArmentBaird
Austin MoellerCanaccord Genuity
John GodynCitigroup Inc