York Space Systems (YSS) Stock Rises After Q4 Beat and 52% Revenue Growth

TLDR

• York Space Systems beat Q4 estimates with an adjusted EBITDA loss of $1.4M vs the expected $3.5M loss
• Revenue for 2025 hit $386M, up 52% year-on-year, with Q4 sales of $105M
• The stock rose 2% after-hours to $18.03 after falling 2.9% in regular trading
• York expects positive adjusted EBITDA in 2026 and revenue of $545M–$595M
• 8 out of 10 analysts rate YSS a Buy, with an average price target of $38 — more than 100% above current levels

---

York Space Systems (YSS) posted better-than-expected Q4 2025 results Thursday, sending the stock up 2% in after-hours trading after a rough day in regular session.

The satellite maker reported Q4 revenue of $105M against an adjusted EBITDA loss of just $1.4M. Wall Street had penciled in a $3.5M loss on $103M in revenue, so the beat was clean on both lines.

For the full year 2025, York grew revenue 52% to $386M, up from $253M in 2024. Gross profit more than doubled, rising 133% to $75M. Net loss narrowed 15% to $84.5M.

York Space Systems, Inc., YSS

The stock closed down 2.9% in regular trading at roughly $17.66 before bouncing to $18.03 in after-hours. The S&P 500 and Dow fell 0.3% and 0.4% respectively on the day.

York went public in January at $34 per share, raising $582.6M in net IPO proceeds. The stock has since lost about half its value, currently trading around $18.

What’s Driving the Business

York’s growth is anchored in U.S. government contracts. The company delivered 21 Tranche 1 Transport Layer satellites for the Pentagon’s Proliferated Warfighter Space Architecture (PWSA), becoming the first prime contractor to complete an on-orbit delivery under that contract — arriving a month ahead of its nearest competitor.

It also launched more than 100 mission demonstrations for NASA’s BARD mission, validating NASA’s shift toward commercially delivered communications.

In February 2026, York signed a $187M commercial contract for a 20+ satellite constellation using its new M-CLASS platform. In March 2026, it acquired Orbion Space Technology to strengthen its electric propulsion supply chain.

Backlog stood at $543M at year-end after converting $319M to revenue during 2025.

Outlook and Analyst Views

For 2026, York is guiding revenue of $545M–$595M. Management says over 70% of that, at the midpoint, is already covered by existing backlog. The company expects to reach positive adjusted EBITDA for the full year.

Wall Street’s consensus sits at $568M in revenue and $54M in EBITDA for 2026.

Analyst sentiment is bullish. Eight of 10 analysts covering YSS rate it a Buy, well above the typical 55–60% Buy-rating ratio for S&P 500 names. The average price target is $38 — more than double current levels.

Total liquidity after the IPO stood at $895.4M as of January 31, 2026, including $150M in undrawn revolving credit.

CFO Kevin Messerle said the company expects to continue driving margins higher as it scales into 2026.

The post York Space Systems (YSS) Stock Rises After Q4 Beat and 52% Revenue Growth appeared first on CoinCentral.