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.

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