Recent 8-K filings for YSS

• August 13, 2026, 4:06 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  York Space Systems Q2 revenue up 10% to $92.5M; net loss widens to $39.3M

  Q2 revenue $92.5M, +10% YoY; gross profit $22.2M, +133% YoY.

• August 5, 2026, 4:06 PM ET leadership materiality 0.60 neutral item 5.02item 7.01item 9.01

  York Space Systems CFO Kevin Messerle to step down; Brian Frantz named interim CFO

  Kevin Messerle to depart as CFO after filing Q2 10-Q on Aug 13, 2026; pursuing opportunity outside space industry.

• June 4, 2026, 8:52 AM ET M&A materiality 0.75 positive item 3.02

  York Space Systems closes acquisition of Solestial for ~$67M; issued 1.7M shares at $34

  Acquired Solestial, Inc. with 1,703,577 shares at $34/share plus cash; total purchase price ~$67 million.

• May 19, 2026, 8:47 AM ET M&A materiality 0.75 positive item 3.02

  York Space Systems to acquire Solestial for ~2.35M shares plus cash; Q2 2026 close

  Agreement to acquire all equity of Solestial, Inc.; consideration includes up to ~2.35M shares of YSS common stock plus cash.

• May 14, 2026, 4:20 PM ET earnings materiality 0.85 negative item 2.02item 9.01 ◈ Earnings Releases

  York Space Systems Q1 revenue up 9% to $116.3M; net loss widens to $114.8M from $11.7M

  Revenue $116.3M for Q1 2026, up 9% YoY from $106.3M.

• April 29, 2026, 7:59 PM ET M&A materiality 0.80 neutral item 1.01item 3.02item 9.01 ◈ Material Agreements

  York Space Systems to acquire All.Space Holdings for $355 million in cash and stock

  Purchase price of $355 million, with $155 million cash and up to 5.9 million York shares issued at closing.

• March 19, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  York Space Systems FY2025 revenue $386M, up 52% YoY; net loss narrows 15%

  Revenue of $386.2M for FY2025, up 52% from $253.5M in FY2024.

• March 10, 2026, 7:59 PM ET M&A materiality 0.65 neutral item 3.02

  York Space Systems acquires Orbion Space Technology for cash and ~2.8M shares

  Acquired all outstanding equity of Orbion Space Technology on March 6, 2026 for cash and 2,812,141 shares of common stock.

• January 30, 2026, 6:59 PM ET other material materiality 1.00 positive item 1.01item 3.03item 5.03item 5.02item 9.01 ◈ Governance Changes ×2◈ Material Agreements

  York Space Systems prices IPO at $34/share, raises $629M; appoints new board, adopts incentive plan

  IPO of 18.5M shares at $34.00 per share; underwriters have 30-day option for 2.775M additional shares; closed Jan 30, 2026.

Materiality & sentiment trend

Max materiality 1.00 · Median 0.75 · Most common event m_and_a

4 positive 2 negative 4 neutral

source · YSS on sec.gov