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EO & GEOINT · OPERATOR PROFILE · DATA AS OF 2026-07-28

York Space Systems

Active YSS EO & GEOINT Public HQ: Denver, Colorado Founded 2015

Private smallsat manufacturer based in Denver, Colorado, focused on producing affordable, mission-ready tactical satellites for the U.S. military. Their S-CLASS platform is designed for rapid, standardized satellite production — a departure from the traditional bespoke satellite manufacturing model. Major SDA Tranche contractor for the DoD's proliferated LEO constellation, building transport and tracking layer satellites. Positioned as a key player in the DoD's tactical responsive space strategy, which aims to deploy replacement satellites within days of a conflict-driven loss. Competes with Terran Orbital (now Lockheed Martin) and L3Harris in the military smallsat manufacturing market. Factory-built approach emphasizes production repeatability and cost reduction over customization — reflecting the DoD's shift toward affordable, mass-produced space assets.

49.6
ARI Composite
Moderate Risk
#33 of 66
Peer Rank
Manufacturing cohort
Total Launches
No flights tracked
YSS
Market cap
NYSE

FINANCIAL HEALTH

49.6
ARI composite · Moderate Risk
Peer rank#33 of 66
Peer groupManufacturing
Data coverage90%
Tracked gov contracts$125.1M across 1 awards

CAPITAL & CREDIT PROFILE

Government capital
$125.1M lifetime tracked obligations across 1 awards — top agency Department of Defense ($125.1M) (strict id-matched; unattributed award rows are excluded). Explore grants →
Source: USAspending.gov award obligations matched to this company. Obligations, not recognized revenue.

SCHEDULE CREDIBILITY

How well this operator historically meets its own projected dates — launch NETs, company-announced roadmap milestones, and forward-dated facility plans. 100 = says what it does. Discount forward guidance accordingly.

INSUFFICIENT HISTORY
SCI · Insufficient history · 2 dated commitments
Behavioral read
insufficient history — 2 dated commitments tracked (score requires ≥5)
Source Events Late (share) Median slip Median slip, late only Sub-score On-time allowance
Roadmap milestones 2 1 (50%) 104.5 d 209 d 57.2 30 d

WORST SLIPS (RECEIPTS)

Commitment Source Announced Outcome Slip
SDA Tranche 1 Transport Layer constellation operational (York Space) open, 209d past target Roadmap milestones 2025 still open 209 d and counting

SCI = 100 × Σ(event credit) ÷ N over the trailing 36 months (2023-07-29 → 2026-07-28). Event credit = 1.0 when the commitment met its announced date (launches: net NET slip < 1 day; roadmap milestones & facility plans: within 30 days of the announced target window — month/year-precision targets count the whole period as on-time), else 30 ÷ (30 + days late beyond that allowance). Sources are pooled, so each source weighs by its event count. Sources: launch NET-change log (LL2 ingest, tracked since 2026-04-17; flown launches in coverage + not-yet-flown launches already slipped ≥1 day; cancelled launches excluded), roadmap registry milestones (company-announced targets, verified provenance only; open milestones past target count as late by days-overdue), facility_plans rows with target_date after announced_at (filing-dated rows excluded). Confidence: high ≥20 events, medium ≥8, low ≥5; no score below 5 events. 100 = says what it does.

Window: 2023-07-29 → 2026-07-28 (36 months) · launch NET log live since 2026-04-17

RECENT DEALS & CONTRACTS

Date Type Amount Counterparty Significance
Mar 30, 2026 Contract Award York Space Systems Medium

Full deal history →

SECTOR POSITION

Primary sectorEO & GEOINT
Rank within sector#33 of 66
Tracked peers66
Secondary sectors

RECENT COVERAGE

REGISTRY DATA

Legal nameYork Space Systems LLC
Ticker / ExchangeYSS (NYSE)
OwnershipPublic
HeadquartersDenver, Colorado
CountryUS
Founded2015
FounderDirk Wallinger, Charles Beames
CEODirk Wallinger
AliasesYork Space Systems, YORK SPACE SYSTEMS, YORK SPACE SYSTEMS LLC, York Space, YORK SPACE
Key programsS-CLASS satellite platform, SDA Tranche transport and tracking satellites, Tactical responsive space, LM-York SDA teaming
Gov customersDoD, Space Force, SDA
Last fundingIPO: 18.5M shares at $34.00, ~$582.6M net proceeds (Jan 2026)
IPO statusPublic (IPO Jan 2026, NYSE: YSS)

Source: space_company_registry.json · Operator homepage → · York Space Systems corporate homepage (duplicate entry id) — confirms LX-CLASS bus manufacturing and SDA contracts.

METHODOLOGY

Launch history and subsystem outcomes aggregate from AstraVeris's launch_events table with Wilson 95% lower bounds on success rates. ARI scores come from the 11-factor composite (/finance/methodology/). Constellation counts derive from the live CelesTrak/GCAT object catalog. Gov contracts from USAspending.gov awards; private deals from deduplicated pipeline deal extraction. Absence of a row means "not tracked" — we never fabricate. See /methodology/ for the full data model and /data-licensing/ for licensing terms.

Not investment advice. For insurance underwriting, verify against primary-source filings and operator investigation reports.