York Space Systems publishes Q3 2026 earnings call transcript
YSS•York Space Systems reported a $749.7 million goodwill impairment, a 7% revenue decline to $84.2 million and an adjusted EBITDA loss of $27.6 million for third-quarter 2026. It narrowed full-year revenue guidance to $380 million–$400 million, keeping the $390 million midpoint.
1. Quarterly results and outlook
York Space Systems discussed third-quarter 2026 results on its November 12 earnings call, including a $749.7 million goodwill impairment. Revenue fell 7% to $84.2 million, and adjusted EBITDA was a loss of $27.6 million. Management narrowed full-year revenue guidance to $380 million–$400 million, retaining the $390 million midpoint. CFO Brian Frantz said he expects larger contract awards in late 2027 and 2028 and cited uncertain timing behind the impairment.
