York Space Systems ($YSS) plans to acquire terminal manufacturer ALL.SPACE for $355M, according to paperwork filed with the SEC yesterday.
The cash-and-stock deal will leave ALL.SPACE as an indirect, wholly owned subsidiary. York expects to:
- Pay approximately $155M in cash;
- Hand over up to 5.9M newly issued shares.
Inorganic material: The acquisition comes hot on the heels of York’s March acquisition of Orbion Space Technology, a MI-based manufacturer of Hall-effect electric propulsion systems.
While the Orbion acquisition was billed as a play to bolster York’s supply chain—bringing propulsion tech York was already using in-house—the ALL.SPACE acquisition is all about growing York’s offering.
“ALL.SPACE expands us into new domains and mission sets with resilient, multi-domain communications,” York CEO Dirk Wallinger told Payload via email. “Together, [both acquisitions] strengthen our ability to deliver more capable systems while continuing to scale each business independently.”
York hopes the combined tech will increase its exposure to “high-growth adjacent markets,” namely comms and multi-domain military use cases. That strategy is further bolstered by York’s 2025 acquisition of ATLAS Space Operations, a MI-based operator of a global ground antenna network.
“By integrating ground infrastructure—enabled through the ATLAS acquisition—with York’s space-based constellation networks to connect land, sea, and air, York delivers a turnkey, assured global connectivity ecosystem for militaries and commercial markets worldwide,” Wallinger said.
Money matters: Investors aren’t taking to the strategy just yet. York’s stock closed down 8.4% yesterday following the announcement, and the stock is trading below its IPO price of $34.
Golden Dome Will Use COTS Parts, Space Execs Say
Asked what a Golden Dome satellite bus would have that a commercial satellite bus doesn’t, Apex Space CEO Ian Cinnamon’s answer was simple—”Hopefully, nothing.”
Opportunities Beyond the Moon Opened by CLPS
NASA said it intends to launch monthly uncrewed missions to the Moon starting next year. That’s good news for more than just Moon-focused companies.
Rocket Lab Enters the Thruster Market with Gauss
“Early technology development can be done at these small mom and pop shops, but when it really comes prime time to make things at scale, people like ourselves who are procurers of that, if they don’t vertically integrate, they get very nervous,” Rocket Lab CFO Adam Spice told Payload
Voyager Technologies Wins Its First Private ISS Mission
Axiom Space was the only provider for the first five PAMs awarded by NASA, but new players have entered the competition in 2026.
This content is restricted to subscribers
The post Orbital Data Center Competitive Landscape appeared first on Payload Pro.
Keep reading