York Space Systems Earnings Call Transcripts
Fiscal Year 2026
-
York is rapidly scaling as a leading satellite provider, leveraging vertical integration, selective acquisitions, and standardized platforms to deliver robust, cost-effective solutions for national security and commercial missions. Accelerated contract awards and investments in AI and supply chain resilience position the company for significant growth through 2027.
-
Q1 2026 revenue grew 9% year-over-year to $116M, with backlog up 18% and strong new contract wins. Full-year guidance is reaffirmed at $545–$595M, despite supply chain delays shifting some revenue to H2. Strategic acquisitions and inventory build-out position the company for accelerated growth.
Fiscal Year 2025
-
Revenue grew 52% year-over-year to $386.2M, with gross margin up 7 points to 20%. IPO proceeds and acquisitions strengthened liquidity and capabilities, supporting a 2026 revenue outlook of $545–$595M, driven by a robust backlog and new contract wins.