York Space Systems (NYSE:YSS) Releases Quarterly Earnings Results, Misses Estimates By $1.39 EPS

Posted by on May 14th, 2026

York Space Systems (NYSE:YSS – Get Free Report) posted its quarterly earnings data on Thursday. The company reported ($1.51) earnings per share for the quarter, missing the consensus estimate of ($0.12) by ($1.39), reports. The firm had revenue of $116.34 million during the quarter.

Here are the key takeaways from York Space Systems’ conference call:

  • Q1 revenue came in above expectations at $116.3 million, up 9% year over year, while backlog rose 18% to $642.3 million, helped by a new $187 million commercial constellation contract and new government awards.
  • Management reaffirmed full-year 2026 revenue guidance of $545 million to $595 million, saying near-term supply chain delays are mainly pushing some revenue into the second half rather than changing the annual outlook.
  • The company said it is building inventory and aiming to cut time to orbit by up to 75%, which it believes will support faster delivery cycles and help convert demand into revenue more quickly.
  • York highlighted strategic M&A momentum with Orbion already acquired and ALL.SPACE signed, framing both deals as ways to strengthen vertical integration, supply chain control, and expansion into adjacent markets like unmanned systems.
  • Operating profitability was pressured in the quarter, with gross margin down to 19% and adjusted EBITDA at negative $3.6 million, driven by EAC adjustments, depreciation, and higher SG&A/R&D tied to public company costs and acquisitions.

York Space Systems Stock Up 2.6%

NYSE:YSS traded up $0.74 on Thursday, hitting $28.98. The company’s stock had a trading volume of 4,141,847 shares, compared to its average volume of 2,089,085. The firm has a fifty day moving average of $28.28. York Space Systems has a one year low of $16.93 and a one year high of $44.54.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on YSS. Truist Financial raised York Space Systems to a “hold” rating in a research report on Friday, May 1st. Wall Street Zen upgraded York Space Systems to a “hold” rating in a report on Monday, February 9th. Needham & Company LLC dropped their target price on York Space Systems from $42.00 to $33.00 and set a “buy” rating on the stock in a report on Friday, March 20th. JPMorgan Chase & Co. dropped their target price on York Space Systems from $39.00 to $38.00 and set an “overweight” rating on the stock in a report on Friday, March 20th. Finally, Canaccord Genuity Group reiterated a “buy” rating and set a $36.00 target price on shares of York Space Systems in a report on Monday, March 23rd. Eight investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $36.40.

Read Our Latest Report on York Space Systems

About York Space Systems

(Get Free Report)

York Space Systems is a leading, U.S.-based, space and defense prime(1) providing a comprehensive suite of mission-critical solutions for national security, government and commercial customers. York is one of the only space and defense primes with proprietary hardware and software capabilities designed to address customers’ complex mission requirements across the critical elements of the entire space ecosystem throughout the mission lifecycle. York is the number one provider to the U.S. Department of Defense’s (“DoD”) Proliferated Warfighter Space Architecture (“PWSA”) by number of spacecraft operating in-orbit, by number of contracts, and by variety of contract types as of September 2025.

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