York Space Systems, Inc. (YSS)

NYSE:YSS

YSS

York Space Systems, Inc.

RESEARCH TOOLSreports

York Space Systems, Inc. (YSS) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Mar 25, 2027

After Close (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

―

Last Year’s EPS

-0.26

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 9 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 14, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call communicated clear growth momentum: revenue and backlog expansion, strong liquidity, a sizable commercial contract, multiple selective IDIQ awards, and strategic acquisitions to improve vertical integration and expand into adjacent markets. These positives are balanced by near-term margin compression (driven by EAC adjustments and a one-time depreciation), a swing to negative adjusted EBITDA, higher SG&A/R&D from public-company and M&A activities, and supply-chain timing that shifts some revenue into H2. Management maintained full-year guidance and highlighted investments (inventory build, production scaling, and M&A) intended to accelerate future revenue and delivery cadence. On balance, the strategic wins and financial flexibility outweigh short-term profitability and timing headwinds.

Company Guidance

York reaffirmed 2026 revenue guidance of $545–$595 million (midpoint $570M, up ~48% YoY at the midpoint) and said ~70% of that guide is already in backlog — backlog was $642.3M (up 18% from $542.6M at 12/31/25) — while noting some Q2 revenue will shift into H2 due to a handful of supplier delays (Q2 could be roughly flat YoY). Management is building inventory (first 20 platforms plus ~11 available) to cut time‑to‑orbit by up to 75% and expects the $187M commercial constellation win to drive significant 2027 revenue (under $30M in 2026). Q1 results supporting the outlook: revenue $116.3M (up $10.1M, +9% YoY), gross margin 19% ($22.2M vs $24.6M a year ago), contribution margin 34% ($40.1M vs $35.3M), adjusted EBITDA -$3.6M (vs $5.5M prior year), cash $655.7M, revolver availability $150M (total liquidity $805.7M), loss per share $1.51 (≈$1.07 of which related to two non‑recurring IPO charges), and Q1 CapEx $2.1M.

Revenue Growth

Q1 revenue of $116.3M, up $10.1M or 9% year-over-year; quarter ahead of expectations.

Backlog Expansion

Backlog increased 18% to $642.3M from $542.6M (Dec 31, 2025), driven in part by a $187M commercial contract for a 20+ satellite constellation.

Strong Liquidity Position

Cash and cash equivalents of $655.7M plus $150M availability on revolving facility, total liquidity of $805.7M.

Strategic Commercial Win

Finalized a $187M commercial contract in February for a 20+ satellite constellation (material revenue contribution expected in 2027).

Government Awards and IDIQs

Won multiple IDIQ awards supporting next-generation national security space architectures and secured an extension to NASA's PEX contract through 2027; expect near-term task orders.

Acquisitions to Strengthen Capabilities & Supply Chain

Completed acquisition of Orbion (March 2026) to enhance propulsion vertical integration and signed definitive agreement for ALL.SPACE (April 2026) to add jam-resistant multi-band tactical terminals (ALL.SPACE expected to close in Q3 subject to approvals).

Contribution Margin Improvement

Contribution margin increased 1 percentage point to 34%; contribution margin dollars rose to $40.1M from $35.3M (≈13.6% increase) driven by higher-margin newer programs and revenue growth.

Inventory & Production Scaling

Initiated build-out of first 20 satellite platforms (plus ~11 existing), targeting up to 75% reduction in time-to-orbit; company working toward higher production capacity with goal to significantly scale annual throughput.

Full-Year Revenue Guidance and Growth Outlook

Maintained 2026 revenue guidance of $545M–$595M (midpoint $570M), implying ~48% year-over-year growth at the midpoint; management expects H2 awards and task orders to support the outlook.

York Space Systems, Inc. (YSS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

YSS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 25, 2027	2026 (Q4)	- / -	-0.26	―	―	―
May 14, 2026	2026 (Q1)	-0.11 / -0.99	―	―
Mar 19, 2026	2025 (Q4)	-0.19 / -0.23	-0.214	-9.81% (-0.02)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

YSS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 14, 2026	$28.94	$24.02	-17.00%
Mar 19, 2026	$17.68	$21.07	+19.17%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does York Space Systems, Inc. (YSS) report earnings?

York Space Systems, Inc. (YSS) is schdueled to report earning on Mar 25, 2027, After Close (Confirmed).

What is York Space Systems, Inc. (YSS) earnings time?

York Space Systems, Inc. (YSS) earnings time is at Mar 25, 2027, After Close (Confirmed).

Where can I see when companies are reporting earnings?

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What companies are reporting earnings today?

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What is YSS EPS forecast?

Currently, no data Available