NYSEIndustrialsAerospace & DefenseSnapshot 2026-07-09
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York Space Systems aims to grow revenue to about $595 million in 2026. The company is expanding capabilities by acquiring Solestial and All.Space. These moves could strengthen its market position. Revenue growth despite losses shows potential for recovery.
The company is currently unprofitable and missed earnings recently. Its share price has dropped 47% from highs. Acquisitions are dilutive and funded by equity sales, hurting shareholders. Revenue growth may not offset ongoing losses soon.
The market prices the stock about 22% below our fair value near $36. The market expects negative growth over 3 to 5 years. Our view is aligned with the Street but cautious given recent earnings misses and losses.
Breaks if: EPS remains negative or declines further in FY27
Breaks if: Revenue falls below $545 million in FY26
Maintain the revenue guidance range of $545 million to $595 million for the full year 2026.
Stated in 2 of last 2 quarters. Revenue for 2026-Q1 was $116.3 million, with a net income of -$114.8 million. The company has reaffirmed its revenue guidance range of $545 million to $595 million for the full year 2026, indicating a focus on growth despite current financial challenges.
“We are reaffirming our revenue guidance range of $545 million to $595 million for the full year 2026.”
“York Space Systems expects revenue for the full year 2026 to be in the range of $545 million to $595 million.”
Breaks if: Acquisitions fail to close or integration delays beyond FY26
Complete the acquisition of Solestial, Inc. to expand capabilities.
Finalize the acquisition of All.Space Holdings, Inc. to strengthen market position.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
