Monitor regulatory filings (HSR, NSIA, FCC) for deal progress. The lock-up structure may create overhang at 6- and 9-month anniversaries. Look for future filings disclosing All.Space financials to assess accretion.
Price Chart
Executive Summary
York Space Systems (YSS) acquired All.Space Holdings for $355M in a mixed cash-and-stock deal, paying ~$155M cash and issuing up to 5.9M unregistered shares subject to a nine-month lock-up. The acquisition diversifies YSS into satellite communications, but no target financials were disclosed, making the immediate financial impact unclear.
Key Financial Metrics
Key Facts
- Acquisition of All.Space Holdings for $355M aggregate consideration
- ~$155M cash + up to 5.9M YSS common shares (5,882,352 shares per agreement)
- Shares issued under Reg D / Section 4(a)(2), unregistered, with 50% locked for 6 months and remaining 50% for 9 months
- Closing subject to HSR, NSIA, FCC approvals; expected within 120 days (may extend by 90-day increments for FCC)
- YSS market cap ~$4.1B; deal value represents ~8.7% of market cap
Financial Impact
$355M total enterprise value; $155M cash plus 5.9M shares (value dependent on YSS stock price at close)
Risk Factors
- Regulatory approval delays (antitrust, foreign investment, FCC)
- Integration risk with satellite communications business
- Share dilution from 5.9M new shares (partially offset by lock-up)
- No disclosed financials of All.Space make value creation uncertain
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-028144 |
| Document: yss-20260429.htm | 0001628280-26-028144 |
| Document: 0001628280-26-028144-index-headers.html | 0001628280-26-028144 |
| Document: 0001628280-26-028144-index.html | 0001628280-26-028144 |
| Document: 0001628280-26-028144.txt | 0001628280-26-028144 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
May 19, 2026 23w ago | 8-K | $25.68 $30.30 | ▲ +17.99% | ▲ +17.01% | $6.55 (−74.49%) |
Apr 29, 2026 25w ago | 8-K | $29.24 $35.11 | ▲ +20.08% | ▲ +14.62% | $6.55 (−77.60%) |
Mar 10, 2026 33w ago | 8-K | $21.96 $27.95 | ▲ +27.28% | ▲ +27.43% | $6.55 (−70.17%) |
US Market Status
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