NYSEIndustrialsAerospace & DefenseSnapshot 2026-08-31
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Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Aerospace & Defense is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Revenue reaches at least $545 million in 2026: FY26 revenue guidance $390M vs $545M target.
View ThesisThis stock is volatile — it swings about 4% on a typical day and fell roughly 79% in its worst 12-month stretch.
View RiskYSS's growth depends on expanding government contract wins and backlog. Revenue guidance for FY26 is $390 million, falling short of the $545 million target. Revenue grew 10% year over year, but the latest quarter missed expectations significantly. YSS trades at a low confidence valuation, with peer multiples implying a price about 40% above where it trades. The primary risk is the recent guidance cut, which raises concerns about future contract wins. Our read remains provisional.
Trailing returns as of 2026-08-31. YSS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 13 analysts currently covering YSS (as of Aug 2026).
Based on 8 Wall Street analysts offering 12-month price targets for YSS in the last 4 months.
A consensus fair price across 1 valuation methods, at three horizons. As of 2026-08-31. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Aerospace & Defense — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Threatens: Expand government contract wins and backlog
Guidance cut raises concerns about future government contract wins.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-08-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $9.09
The last 12 months of price, then the range of analyst 12-month targets from today’s $9.09.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Advances: Expand government contract wins and backlog
Winning NITE STAR role expands government contract wins.
Lower price target indicates reduced growth expectations.
Price target cut indicates reduced growth expectations.
Downgrade indicates concerns about financial performance.
Advances: Expand government contract wins and backlog
Improved EBITDA supports government contract wins and backlog growth.
Advances: Acquisition of Solestial, Inc.
Strengthens supply chain aligns with acquisition objective.
Advances: Acquisition of Solestial, Inc.
Strategic acquisition supports capital allocation goals.
