York Space Systems Inc. — Form 8-K
Filed August 13, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 48/100
What the filing says
York Space Q2 2026 revenue reached $92.5M (+10% YoY), with gross margin expanding to 24% from 11%. However, net loss widened to $39.3M (Q2) and $154.2M (H1) vs. $24.2M and $36.0M prior year. The company reduced full-year 2026 revenue guidance to $375–405M (vs. prior expectations) due to slower initial awards under the U.S. government's new IDIQ acquisition model, though it won 8 contracts at 88% win rate YTD. Backlog stands at $592M; potential contract value on awarded contracts $1.85B; pipeline identified at $11.5B. The company completed acquisitions of ALL.SPACE and Solestial and held $534M cash post-IPO.
Why this rating
Guidance cut is material but offset by strong backlog, pipeline, and execution; H1 net loss spike and cash burn temper confidence in near-term profitability versus $2.0B asset base.
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