York Space Systems (YSS) has a great deal of experience when it comes to successfully providing spacecraft for the Department of War, which appears likely to tremendously increase its investments in this area.
Also importantly, York is well-positioned to benefit from Golden Dome, the Trump administration’s $185 billion missile-defense initiative, and the company’s revenue is growing rapidly while it expects to become profitable by the third quarter of this year.
Finally, York could eventually ramp up its revenue considerably from the rapidly growing commercial-satellite market, and its market capitalization is well below its long -term potential.
Due to all of these factors, patient, long-term, risk-tolerant investors should consider buying YSS stock.
A Defense-Satellite Expert and a Likely Beneficiary of Golden Dome
Speaking on York’s fourth-quarter earnings call, held on March 19, CEO Dirk Wallinger reported that the company had “launched 23 satellites into orbit in 2025 alone” and had “emerged as a leading provider of the Department of Defense’s Proliferated Warfighter Space Architecture (PWSA), measured by spacecraft on orbit, number of contracts, and mission types.”
Indeed, in September, 21 “data transport” space vehicles built by York were successfully launched by the Space Development Agency.
These space vehicles “will provide low-latency communication links to support the warfighter with a resilient network of integrated capabilities, including tracking of advanced missile threats,” the agency stated.
York also launched a communications satellite called Dragoon with “advanced missile warning capabilities..and autonomous mission operations” for Space Force last June.
Completed “under an accelerated timeline” at Space Force’s request, Dragoon has an unspecified “new capability” that only York and “maybe” one other company can implement, Wallinger reported.
And in collaboration with NASA and Johns Hopkins, York developed a payload which represented “a major milestone in the development of next-generation wideband space communications capabilities for NASA,” York reported in December.
Turning to Golden Dome, York is able to ” execute across nearly every Golden Dome mission set,” the CEO stated.
In light of the latter statement and the company’s significant work on behalf of the Space Force whose general is leading the Golden Dome effort, YSS should obtain a large amount of revenue from the initiative.
Increased Government Space Spending Could Ramp Commercial Business
The Trump administration’s fiscal 2027 budget seeks to double the Space Force budget to more than $71 billion in fiscal 2027, strongly indicating that the Pentagon is beginning to view space as a major area of international contention. The proposed increase and this viewpoint bode very well for York’s ability to sell many more spacecraft to the agency in the longer term.
Finally, in the first nine months of 2025, about 96% of York’s revenue was generated from government customers, indicating that YSS can grow its commercial business tremendously in the coming years.
Rapid Revenue Growth and Imminent Profitability
In 2025, the company’s revenue jumped 52% versus the same period a year earlier to $386 million, while its gross profit soared 133% year-over-year to $75.46 million. York’s revenue jumped 38% year-over-year in Q4 to $105.35 million, and the firm expects to generate positive earnings per share by Q3 of 2026, indicating that it’s well on its way to becoming perennially profitable.
The Bottom Line on YSS Stock
Given the tremendous opportunities that the company has in both the public and private sectors, its current market capitalization of $4.9 billion significantly undervalues its long-term potential.
*This article is intended to be informational only; it is not financial advice.
