YSS York Space Systems Inc.

NEUTRAL Impact: 5/10 8-K
Horizon months Filed Apr 29, 2026 Processed 1mo ago SEC 0001628280-26-028144
Killer combo: Material agreement + unregistered equity (likely PIPE/convertible)
Latest settled — T+20d
YSS ▲ +20.08% at T+20d
NEUTRAL call ✓ call won +20.08% · α vs SPY +14.62% · entry $29.24 → $35.11
Next anchor: T+60d in 6w
Last close $27.69 (close Jun 12) · -5.30% from $29.24 entry
Entry anchored
Apr 28, 03:59 PM ET
via Databento tick
T+1d
+13.41%
call +13.41% · α +12.38%
$33.16
settled 7w ago
T+5d
+11.87%
call +11.87% · α +8.76%
$32.71
settled 6w ago
T+20d
+20.08%
call +20.08% · α +14.62%
$35.11
settled 18d ago
T+60d
call — · α —
in 6w

Price Chart

Loading chart...

Executive Summary

York Space Systems (YSS) acquired All.Space Holdings for $355M in a mixed cash-and-stock deal, paying ~$155M cash and issuing up to 5.9M unregistered shares subject to a nine-month lock-up. The acquisition diversifies YSS into satellite communications, but no target financials were disclosed, making the immediate financial impact unclear.

Key Financial Metrics

Deal Value
$355.0M

Actionable Insight

Monitor regulatory filings (HSR, NSIA, FCC) for deal progress. The lock-up structure may create overhang at 6- and 9-month anniversaries. Look for future filings disclosing All.Space financials to assess accretion.

Key Facts

  • Acquisition of All.Space Holdings for $355M aggregate consideration
  • ~$155M cash + up to 5.9M YSS common shares (5,882,352 shares per agreement)
  • Shares issued under Reg D / Section 4(a)(2), unregistered, with 50% locked for 6 months and remaining 50% for 9 months
  • Closing subject to HSR, NSIA, FCC approvals; expected within 120 days (may extend by 90-day increments for FCC)
  • YSS market cap ~$4.1B; deal value represents ~8.7% of market cap

Financial Impact

$355M total enterprise value; $155M cash plus 5.9M shares (value dependent on YSS stock price at close)

dilutionrevenue (if All.Space contributes)cash used

Risk Factors

  • Regulatory approval delays (antitrust, foreign investment, FCC)
  • Integration risk with satellite communications business
  • Share dilution from 5.9M new shares (partially offset by lock-up)
  • No disclosed financials of All.Space make value creation uncertain

Market Snapshot

Exchange
NYSE
Sector
Guided Missiles & Space Vehicles & Parts
Analyst Consensus
79% bullish (14 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-028144
Document: yss-20260429.htm0001628280-26-028144
Document: 0001628280-26-028144-index-headers.html0001628280-26-028144
Document: 0001628280-26-028144-index.html0001628280-26-028144
Document: 0001628280-26-028144.txt0001628280-26-028144
3 reports for YSS
Performance horizon
Filters
Rows
Reports for YSS — sortable, filterable
Type Now
May 19, 2026
26d ago
8-K
MIXED ★ 5/10
$25.68 $35.86▲ +39.62%▲ +37.38%$27.69 (+7.83%)
Apr 29, 2026
6w ago
8-K
NEUTRAL ★ 5/10
$29.24 $32.71▲ +11.87%▲ +8.76%$27.69 (−5.30%)
Mar 10, 2026
13w ago
8-K
NEUTRAL ★ 5/10
$21.96 $18.68▼ −14.94%▼ −14.03%$27.69 (+26.09%)
Showing 3 of 3

US Market Status

Market Closed — Opens in 4h 18m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access