YSS
York Space Systems, Inc.

York Space Systems, Inc.YSS

Industrials · Aerospace & Defense
6.31USD
+3.44%
Oct 26, 2026
YSS overview ready
Prime provider of standardized small satellite platforms for defense constellations
Direct spacecraft prime and mission-systems provider: York designs and mass-produces standardized small satellite platforms, integrates mission payloads and software, and supports constellation deployment and operations for government and defense customers.
Strong narrative exposure
Exposed to the National Security Space Systems narrative through Proliferated Defense Satellite Constellations — pure play.
Price Action not measured
Fair valuation
The price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably….
Solid fundamentals
Ev / sales is strong.
Primary risk
Dependence on government contracts and associated budget risks.
Market Oct 23Price action Aug 9Research Jul 17

Conviction Level

Theme Heat, Business Quality have no canonical measurement for this company — research-profile dimensions, not inputs to this score.

NarrativeHeat7.0ThemeHeat—PriceAction1.4Valuation4.4CompanyPosition7.3BusinessQuality—
Price
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Price Action

StateDamaged / breakdown

The technical structure itself is broken across timeframes — the weakest entry profile.

Key Financials

Market Cap
$866.7M
Avg Volume (60D)
3.0M
60 sessions
Revenue Growth YoY
+10.4%
Latest quarter
Gross Margin
+21.2%
Operating Margin
-38.1%
Latest quarter
EV / Sales
1.3x
Market metrics as of Oct 25, 2026

Fundamentals & Valuation

The available comparisons disagreed; the peers comparison is the more reliable method for this business and the others are published as dissent.
York Space Systems, Inc. has a Fair valuation stance because the price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.

Company Research

Thesis
Direct spacecraft prime and mission-systems provider: York designs and mass-produces standardized small satellite platforms, integrates mission payloads and software, and supports constellation deployment and operations for government and defense customers.
Opportunity
High opportunity
Space Force, Space Development Agency, and allied procurement of large, resilient low-Earth-orbit constellations for military communications, data transport, sensing, missile defense, and other national-security missions.
Key risk
Dependence on government contracts and associated budget risks.

Narrative & Theme

National Security Space Systems
Part of Proliferated Defense Satellite Constellations, with strong fit.
York is directly exposed to the defense shift from a small number of exquisite spacecraft toward proliferated, resilient LEO constellations.
Narrative HeatHeating up7.0 / 10
Theme HeatUnavailable

Business & Markets

Industrials · Aerospace & Defense
What they do

York Space Systems designs, produces, integrates, and operates spacecraft and related hardware and software solutions for space and defense customers, supporting mission lifecycles across the space ecosystem.

How it earns

The company generates revenue primarily through project-based contracts with government and commercial customers.

Products & services
S-CLASS spacecraft
LX-CLASS spacecraft
M-CLASS spacecraft
Proprietary hardware and software for spacecraft and constellations
Customers & end markets
National security agencies
Government space programs
Commercial space operators
Market position

Niche player focused on small and medium spacecraft solutions within the aerospace and defense industry.

Demand drivers
Medium cyclicality

Business depends on government and commercial space spending, which can fluctuate with budget cycles and market demand.