YSS (York) Space Systems vs RKLB Space Systems vs LUNR Space Systems
| Metric | RKLB - Rocket Lab Space System | LUNR - Intuitive Machines Space Systems | YSS - York Space Systems |
|---|---|---|---|
| Total revenue | $234.1 mil | $206.2 mil | $92.5 mil |
| Space Sys revenue | $181.3 mil | $166.7 mil | $92.5 mil |
| Cost of SS revenue | $117.4 mil | $119.3 mil | $70.4 mil |
| SS gross profit | $63.9 mil | $47.4 mil | $22.2 mil |
| SS gross margin | 35.3% | 28.4% | 23.9% |
| SS revenue / total revenue | 77.5% | 80.9% | 100% |
| Period-end backlog | $2.36 billion | $1.76 billion | $592 mil |
| New bookings / awards disclosed | >$1 billion | $1.22 billion | Not disclosed |
| Q2 Bookings/Awards | ~$374 mil (implied) | $920 mil | ~$42 mil (implied) |
| Book-to-bill from disclosed bookings | 1.6x | 4.5x | 0.46x |
Credit goes to u/VictorCalifornia for making the initial observation after last week's earnings reports. I just added $YSS - York Space Systems. $YSS missed their guidance and revised their sales lower, but it's interesting to compare the 3 space systems segments of the companies side-by-side.
*^(RKLB and LUNR have additional "Service" revenue streams (Launch for RKLB and NASA Lunar for LUNR. YSS revenue is 100% space systems.)
u/1millionroses — 5 days ago