Closing Bell Manifest Space: York Space Systems CEO on Impact of Government Shutdown, Supply Chain Resilience and What’s Next for York 11/17/25
Nov 17, 2025
Dirk Wallinger, founder and CEO of York Space Systems, shares insights into the evolving role of space in national security. He highlights the critical importance of supply chain resilience and how York is adapting to government shutdowns. Wallinger discusses the impressive speed of satellite production, improvements due to automation and AI, and the competitive landscape in space contracting. He also touches on investment strategies, the potential for an IPO, and the necessity for sustained budget action to stay ahead of global adversaries.
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Supply Chain Is The Strategic Backbone
- Modern space needs a strong industrial base and resilient supply chain to support rapid satellite proliferation.
- Suppliers that serve many primes are the best investment signals for durable capability.
York's Tranche 1 Delivery Worked
- York delivered the first operational tranche for the new proliferated warfighter architecture and it is functioning in orbit.
- The company is proud but limited in public specifics about the mission.
Shutdown Slows R&D, Not Production
- The shutdown paused new developments but didn't halt York's existing production and contracts.
- Adversaries continue operating, so delays harm U.S. technology momentum.