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York Space Systems, Inc.

YSS

Industrials · 7.91 +6.0% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

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.

Company+6.0% todayVolume comparison unavailable
Market group0 of 3 activeUnrelated Stocks · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • 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.

Watch this read

Research brief

The story so far

Industrials · Aerospace & Defense

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.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • 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

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods0
Price observations156
Usable filing statements87
Verified relationships2
Evidence supporting the case

No qualifying supportive evidence was identified.

Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

7.91
6m-60.4%12m24m

What management says matters

Persistent and emerging business drivers

Demand and volumemixed · 3 filings
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
Foreign exchangenegative · 3 filings
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
Input and raw-material costsmixed · 3 filings
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
Labor availability and costsmixed · 3 filings
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.

Scenario scaffold

Fewer than 4 annual revenue periods; too little history to scaffold scenarios.

Price action

How the market is pricing the story

7.91+6.0% today

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.