York Space Systems (YSS) Q2 FY26 earnings call

York Space Systems delivered strong operational execution in Q2 FY26, marked by significant contract wins and successful satellite launches. However, a shift in government acquisition strategy towards IDIQs and persistent supply chain issues led to a substantial reduction in full-year revenue guidance, pushing anticipated contributions from the identified pipeline into 2027. The company remains confident in its long-term growth trajectory, leveraging its proven capabilities and recent strategic acquisitions to capitalize on evolving defense architectures.