“Backlog represents our estimate of the revenue we expect to realize in future periods as a result of performing work on contracts that have been awarded to us (net of any revenue already recognized as of the backlog date).”10-Q · Aug 14, 2026 ↗
York Space Systems, Inc.
YSS
Market read
York Space Systems, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
- Cash used in investing activities increased as York funded acquisitions of Orbion and Solestial.
- Inventory rose faster than revenue, increasing the amount of cash tied up in stock during the latest six-month period.
Invalidation: The isolated read changes if YSS's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Cash used in investing activities increased as York funded acquisitions of Orbion and Solestial.
- Inventory rose faster than revenue, increasing the amount of cash tied up in stock during the latest six-month period.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
No qualifying supportive evidence was identified.
No qualifying adverse evidence was identified; that is not proof there is no downside.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 11, 2026
7.91What management says matters
Persistent and emerging business drivers
“This period-over-period decrease was driven by a decrease in unrealized loss on foreign exchange derivative instruments offset with a gain from our investment in Solestial.”10-Q · Aug 14, 2026 ↗
“For further discussion of the critical judgments and estimates related to our revenue recognition policies, see the section entitled “Critical Accounting Estimates.” Cost of Revenues —primarily consists of direct material and labor costs, which include salari…”10-Q · Aug 14, 2026 ↗
“For further discussion of the critical judgments and estimates related to our revenue recognition policies, see the section entitled “Critical Accounting Estimates.” Cost of Revenues —primarily consists of direct material and labor costs, which include salari…”10-Q · Aug 14, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales — · EV/sales —. Comparisons use only industry-matched filing peers.
Fewer than 4 annual revenue periods; too little history to scaffold scenarios.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for YSS. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for YSS. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind YSS
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
LUNRIntuitive Machines, Inc.competitorMar 19, 2026 ▾
“For national security and defense market opportunities relevant to Lanteris, competitors include BAE Systems, K2 Space, Lockheed Martin, Millenium Space Systems, Northrop Grumman, Rocket Lab, and York Space Systems.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
YSS is currently a Leader in the organic co-movement group Unrelated Stocks. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.