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York Space Systems Inc. received an amended Schedule 13G from a group of AE Industrial-related investment funds and individuals, including AeroEquity GP, LLC, Michael Robert Greene, and David H. Rowe. The Reporting Persons collectively report beneficial ownership of 32,915,588 shares of Common Stock, representing 23.96% of the class, based on 137,357,605 shares outstanding as of the latest quarterly report.
These shares are directly held by various AE Industrial funds that are ultimately controlled by AeroEquity, which in turn is managed by Greene and Rowe, who make voting and investment decisions. Due to a Director Nomination Agreement and separate Voting Agreements with other stockholders, the Reporting Persons may be deemed to beneficially own in the aggregate 78,632,605 shares, or 57.25% of the outstanding Common Stock, although they expressly disclaim membership in any such group and beneficial ownership of those additional securities.
York Space Systems Inc. reported revenue of $208.9 million for the six months ended June 30, 2026, up from $190.1 million a year earlier, with government customers providing most sales. One customer accounted for up to 96% of revenues in some periods, highlighting concentration risk.
Despite higher revenue and gross profit, the company recorded a much larger net loss of $154.2 million versus $36.0 million, driven by operating expenses including $95.6 million of stock-based compensation and transaction costs. Operating cash outflow was $186.6 million.
York completed an IPO, selling 18.5 million shares at $34.00 for net proceeds of $583.4 million, lifting cash and cash equivalents to $534.0 million from $162.6 million. It also closed acquisitions of Solestial ($71.7 million) and Orbion ($74.9 million), increasing goodwill to $793.5 million and finite-lived intangibles to $412.8 million. Remaining performance obligations totaled $592.0 million, with more than half expected to convert to revenue within 12 months, and term debt outstanding was $148.1 million.
York Space Systems Inc. reported second quarter 2026 revenue of $92.5 million, up 10% year over year, driven by major government programs. Gross profit rose to $22.2 million with gross margin improving to 24% from 11%, helped by the absence of a prior negative adjustment.
Despite stronger top-line and margin performance, York recorded a net loss of $39.3 million for the quarter and $154.2 million for the first half, with higher operating expenses, including substantial stock-based compensation and transaction costs. Adjusted EBITDA was a loss of $9.5 million in the quarter and $13.1 million year to date.
York highlighted a backlog of $592.0 million, potential value on awarded contracts of $1.85 billion, and an identified pipeline exceeding $11.5 billion. Liquidity totaled $684 million, including $534 million of cash. The company lowered its 2026 revenue outlook to $375–$405 million, citing a shift in U.S. government acquisition methods, while pointing to eight contract wins at an 88% win rate and recent acquisitions (ALL.SPACE and Solestial) as drivers for expected growth beyond 2026.
BlackRock Portfolio Management LLC, a 10% owner of York Space Systems Inc., reported two indirect open-market sales of the company’s Common Stock. On August 6, 2026, affiliated funds and accounts sold 201,504 shares at $11.60 per share, followed by 200,170 shares at $10.99 per share on August 7, 2026, for a total of 401,674 shares sold. The shares are held across multiple advised funds and accounts managed by BlackRock subsidiaries, which, together with their managers, expressly disclaim beneficial ownership beyond any pecuniary interest, and state that inclusion of these shares is not an admission of beneficial ownership for Section 16 or other purposes. The filing indicates these transactions were not made under a Rule 10b5-1 trading plan.
BlackRock Portfolio Management LLC, as a ten percent owner of York Space Systems Inc., reported indirect open-market sales of a total of 674,604 shares of common stock on August 4–5, 2026, at per-share prices from $13.49 to $15.58. The shares are held across numerous advised funds and accounts, for which beneficial ownership is expressly disclaimed except for any pecuniary interest. This amendment also notes previously omitted sales of 12,505 shares at $15.69 on August 4 and 100 shares at $15.13 on August 5.
BlackRock Portfolio Management LLC, reporting as a ten percent owner of York Space Systems Inc., disclosed indirect open-market sales totaling 661,999 shares of common stock on August 4–5, 2026. One block sold at $13.49 per share; other blocks used weighted average prices with individual trades ranging from $14.28 to $16.00 per share. The shares are held across numerous advised funds and accounts, for which BlackRock and related entities disclaim beneficial ownership beyond their pecuniary interests.
York Space Systems Inc. appointed Brian D. Frantz, currently Chief Accounting Officer, as Interim Chief Financial Officer effective August 14, 2026, and designated him as the company’s principal financial officer while a search is conducted for a permanent CFO.
Frantz, age 63, has held senior finance roles at public and private companies, including Summit Materials and Intrepid Potash. His base salary will increase by $9,000 per month to $36,000 per month during his interim service. He replaces Kevin Messerle, who notified the company of his departure on July 30, 2026, will remain CFO through the second quarter 2026 Form 10-Q filing scheduled for August 13, 2026, and is leaving to pursue an opportunity outside the space industry; the company states his departure is not due to any disagreement over operations, policies or practices. York also issued a press release detailing the transition.
BlackRock Portfolio Management LLC, a more-than-10% owner of York Space Systems Inc., reported indirect open-market sales of 35,574 and 13,754 shares of common stock on July 31 and August 3, 2026, at weighted-average prices of $15.14 and $15.03 per share. The shares are held across numerous BlackRock-advised funds and accounts, and BlackRock and related managers expressly disclaim beneficial ownership except to the extent of their pecuniary interest.
BlackRock Portfolio Management LLC, a 10% owner of York Space Systems Inc., reported indirect sales totaling 204,213 shares of common stock on July 29–30, 2026, at weighted average prices of $15.31 and $15.18 per share, with execution ranges of $15.27–$16.07 and $15.00–$15.65. The shares are held across numerous advised funds and accounts, and the reporting entities disclaim beneficial ownership beyond their pecuniary interests.
AEROEQUITY GP, LLC reported acquisition or exercise transactions in this Form 4 filing.
York Space Systems Inc. reported that investment entities affiliated with AE Industrial Partners received an indirect grant of 2,289,366 shares of common stock at $34.00 per share on July 8, 2026. The shares were issued to several AE Industrial funds as consideration under an Agreement and Plan of Merger dated April 29, 2026 among York Space Systems Inc., All.Space Holdings, Inc. and other parties. After this award, the AE Industrial complex is reported as indirectly holding 32,915,588 shares of York common stock. AeroEquity GP, LLC, ultimately controlled by Michael Greene and David Rowe, oversees voting and investment decisions for these funds, and all parties disclaim beneficial ownership beyond their pecuniary interest.