Key events, in time order
Q2 revenue growth offset by FY guidance cut due to IDIQ shift and supply-chain delays
Major shareholder BlackRock sold 200,170 shares on Aug 7; stock hit $10.23 low on Tuesday
YSS listed among downgrades on Jul 29, extending the securities probe storyline
All 21 satellites confirmed healthy within 5 hours of separation, validating second layer of T1TL transport system
Production order for 2027 exceeds Q1 revenue; embeds YSS via All Space in US defense
SDA accounts for over 90% of YSS revenue; its elimination directly threatens core business
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The discussion links $YSS to a potential increase in US space launches under a Trump administration, suggesting a catalyst for growth.
Main discussion
$SPCX $LUNR $ASTS $RKLB $RDW $PL $FLY $YSS Trump targets 1,000+ annual U.S. space launches by 2030 https://ooc.bz/l/111879
Options with decreasing option implied volatility: $KLAR $YSS $ONDS $OMER $HSAI $NMAX $STUB $AS $DLO $BIRK $GDSCSCO $TPR $EL $WDAY $WEN
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Facts and opinions separated · All items sourced · Not investment advice
York Space Systems builds and operates satellites for government and commercial customers, offering standardized spacecraft platforms and mission software.
Revenue was $0.39B in 2025, but the company is unprofitable with a net loss of $0.08B and negative operating margins around -15%.
Its moat is weak—competitors like SpaceX and Lockheed Martin have far larger scale and proven track records, while York's small revenue and ongoing losses limit its ability to outbid them.
