York Space Systems (YSS)
Builds modular spacecraft, ground systems and mission services for government and commercial customers.
Something off on this page? Send us feedback.
Designs and operates standardized spacecraft platforms while supplying their components, software, ground operations and downlink services. Revenue is centered on multi-year, firm-fixed-price U.S. government contracts, with maintenance, antenna use and mission services intended to extend the relationship across a spacecraft’s operating life.
Builds modular spacecraft platforms, selected components and subsystems, and proprietary flight and ground software. From a principally Denver-area footprint, it acts as prime contractor across design, production, payload integration, launch coordination, ground systems and on-orbit operations.
Extends the spacecraft offering with ATLAS ground operations and global downlink, electric propulsion, space solar cells and multi-network communications terminals. Common designs, shared supply-chain elements, high-volume production and automated testing support price, delivery speed, reliability and mission capability.
Generates most revenue under multi-year, firm-fixed-price U.S. government contracts recognized over time. Software maintenance, managed ground services, antenna use and operations-as-a-service are intended to add recurring work, while government funding, contract execution, security clearances and export controls remain structural dependencies.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 14, 2026 | Guggenheim | Initiate | Rating: — | |
| Aug 31, 2026 | Wells Fargo | Reiterate | Rating: —Target: — | Target: $17 |
| Aug 26, 2026 | Craig-Hallum | Initiate | Rating: —Target: — | Target: $11 |
| Aug 25, 2026 | Goldman Sachs | Target | Target: — | Target: $14 |
| Aug 20, 2026 | Truist Financial | Target | Target: — | Target: $14 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $534.0M · Total debt $177.3M · Total assets $2.07B · Shareholders' equity $1.75B
- Revenue
- $92.5M
- Operating income
- −$41.3M
- Net income
- −$39.3M
No dividends on record.
| Institutions | ≈ 47.31% | 64.98M shares | |
|---|---|---|---|
| 176 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Strategic holders | 12.02% | 16.52M shares | |
| 1 holder · as of Aug 10, 2026 | |||
| Other | ≈ 40.67% | 55.86M shares | |
| remainder | |||
137.36M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 13.99% | 19.21M | as of Jun 30, 2026 |
BlackRock Portfolio Management LLCStrategic10 percent owner | 12.02% | 16.52M | filed Aug 10, 2026 |
Ae Industrial Partners, LPInstitution | 8.54% | 11.73M | as of Jun 30, 2026 |
Allianz Asset Management GmbHInstitution | 1.99% | 2.73M | as of Jun 30, 2026 |
Hood River Capital Management LLCInstitution | 1.43% | 1.96M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 7, 2026 | BlackRock Portfolio Management LLC | 10 percent owner | −200,170 | $10.99 |
| Aug 6, 2026 | BlackRock Portfolio Management LLC | 10 percent owner | −201,504 | $11.60 |
| Aug 5, 2026 | BlackRock Portfolio Management LLC | 10 percent owner | −128,046 | $13.66 |
| Aug 4, 2026 | BlackRock Portfolio Management LLC | 10 percent owner | −546,558 | $15.50 |
- Northrop Grumman
Leading direct PWSA Transport Layer challenger in spacecraft and ground systems.
- Lockheed Martin
Direct PWSA spacecraft prime strengthened by modular Terran Orbital buses.
- Rocket Lab
Direct PWSA Transport Layer prime with vertically integrated spacecraft systems.
- L3Harris Technologies
Tracking-layer spacecraft prime and Transport Layer radios supplier.
- Viasat
Ground-station service and multi-orbit-terminal rival for government satcom.
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| York Space Systems | $9.91 | +0.10% | $1.28B | — | — | 3.2 | — |
| Northrop Grumman | $510.10 | +0.03% | $74.82B | 16.7 | 17.4 | 1.7 | +5.1% |
| Lockheed Martin | $522.61 | +0.07% | $123.57B | 19.7 | 16.6 | 1.6 | +10.5% |
| Rocket Lab | $71.88 | −0.13% | $40.46B | — | — | 52.6 | +62.0% |
| L3Harris Technologies | $240.69 | +0.34% | $45.98B | 24.9 | 19.4 | 2.0 | +8.4% |
| Viasat | $75.16 | +0.23% | $10.52B | — | — | 2.3 | −1.2% |
| Median | 19.7 | 17.4 | 2.0 | +8.4% |