Mercury Systems (MRCY) reported $225.21 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 10.2%. EPS of $0.26 for the same period compares to $0.04 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $207.02 million, representing a surprise of +8.78%. The company delivered an EPS surprise of +225%, with the consensus EPS estimate being $0.08.While investors scrutinize revenue and earnings changes year-over-year and how they compare wit ...

Mercury Systems (MRCY) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.04 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +225.00%. A quarter ago, it was expected that this maker of processing systems and software would post earnings of $0.21 per share when it actually produced earnings of $0.47, delivering a surprise of +123.81%.Over ...

Mercury Systems (NasdaqGS:MRCY) Q1 2026 Earnings Call November 04, 2025 05:00 PM ET Speaker0Good day, everyone, and welcome to the Mercury Systems first quarter fiscal 2026 conference call. Today's call is being recorded. At this time, for opening remarks and introductions, I would like to turn the call over to the company's Vice President of Investor Relations, Tyler Hojo. Please go ahead, Mr. Hojo.Speaker1Good afternoon, and thank you for joining us. With me today is our Chairman and Chief Executive Offic ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ________________________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 26, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to COMMISSION FILE NUMBER: 001-41194 _______________________________________________________________ ...

Bill Ballhaus FIRST QUARTER FISCAL YEAR 2026 FINANCIAL RESULTS Chairman and CEO David Farnsworth Executive Vice President and CFO November 4, 2025, 5:00 pm ET WEBCAST LOGIN AT WWW.MRCY.COM/INVESTOR WEBCAST REPLAY AVAILABLE BY 7:00 P.M. ET NOVEMBER 4, 2025 © Mercury Systems, Inc. 1 Forward-looking safe harbor statement This presentation contains certain forward-looking statements, as that term is defined in the Private Securities Litigation Reform Act of 1995, including those relating to the Company's focus ...

Execution Version AMENDMENT NO. 7 This AMENDMENT NO. 7 dated as of November 4, 2025 (this "Amendment"), is entered into among MERCURY SYSTEMS, INC., a Massachusetts corporation (the "Borrower"), certain subsidiaries of the Borrower, as Guarantors, the Lenders party hereto (collectively, the "Lenders" and individually, a "Lender"), BANK OF AMERICA, N.A., as the resigning administrative agent (in such capacity, the "Predecessor Administrative Agent"), the resigning collateral agent (in such capacity, the "Pre ...

Q1 FY26 Bookings of $250.2 million; book-to-bill of 1.11Record backlog of $1.4 billion; up 6.5% year-over-yearQ1 FY26 Revenue of $225.2 million, up 10.2% year-over-year; GAAP net loss of $12.5 million; and adjusted EBITDA of $35.6 million, up 66% year-over-yearQ1 FY26 Operating Cash Flow of $2.2 million with Free Cash Flow of $(4.4) million ANDOVER, Mass., Nov. 04, 2025 (GLOBE NEWSWIRE) -- Mercury Systems, Inc. (NASDAQ: MRCY, www.mrcy.com), reported operating results for the first quarter of fiscal year 202 ...

基金业绩概览 - Baron Discovery Fund在2025年第三季度上涨285% 但跑输罗素2000成长指数1219%的涨幅[1] - 该基金年初至今上涨1075% 同样跑输罗素2000成长指数1165%的回报率[1] Mercury Systems公司概况 - Mercury Systems是一家为航空航天和国防工业制造和销售组件、产品、模块和子系统的技术公司 市值达4648亿美元[2] - 公司为全球一级国防承包商设计、制造和销售高性能嵌入式数字信号和图像处理系统、任务系统和软件[3] Mercury Systems财务与市场表现 - 公司2025财年第四季度营收为273亿美元 同比增长99%[4] - 其股价在52周内上涨13206% 但近一个月回报率为-461%[2] - 截至2025年10月29日 公司股价收于7744美元[2] 公司运营与行业前景 - 公司业绩改善得益于CEO Bill Ballhaus自2023年开始的重组计划 并持续实现显著的利润率扩张[3] - 公司受益于国防生态系统特别是国家旗舰国防项目的代际支出增长 是其任务关键型电子元件和解决方案的供应商[3] - 预计未来几年将出现增长加速和进一步的利润率扩张[3] 机构持仓情况 - 第二季度末有28只对冲基金持仓Mercury Systems 较上一季度的23只有所增加[4]

机构持股变动 - Conestoga Capital Advisors于2025年10月24日披露减持Mercury Systems 279,026股，价值约1,735万美元[1][2] - 此次减持后，该基金仍持有2,279,909股，持股数量减少约11%[2][7] - Mercury Systems在Conestoga可报告资产管理规模中的占比降至2.83%[3] 公司股价表现 - 截至2025年10月23日，公司股价为77.60美元，过去一年上涨129.59%[3][4] - 公司股价年内涨幅达89%，显著跑赢同期上涨17%的标普500指数[9] - 公司市值约为47.6亿美元[4] 公司业务概况 - 公司为航空航天和国防行业设计、制造和销售组件、模块及子系统，产品包括嵌入式处理模块和射频/微波系统[5][6] - 公司服务于约300个项目，客户包括25家主要国防承包商和商业航空客户，业务覆盖美国、欧洲和亚太地区[6] - 公司过去12个月营收为9.1202亿美元[4] 行业与市场地位 - 公司利用深厚的工程专业知识和广泛的产品组合，满足复杂的国防和情报需求[5] - 公司提供用于航空航天和国防应用的嵌入式处理模块、射频和微波组件、子系统及集成解决方案[6]

合同授予 - 公司于2025年9月获得一份多年期成本加固定费用开发合同，为一家美国国防主承包商开发多任务、多领域子系统 [1] 技术能力与应用 - 该计划将利用开放式标准和公司处理平台的广泛能力，包括先进微电子封装、混合信号转换与分配、热管理和机箱级集成 [2] - 公司产品与解决方案已部署于超过300个项目和35个国家，应用领域包括任务计算、传感器处理、指挥与控制以及通信 [3] 市场地位与战略意义 - 此次获奖表明客户对公司快速开发可信赖、集成化解决方案并随后过渡到支持多个国家安全平台所需的高速率制造能力充满信心 [2] - 公司总部位于马萨诸塞州安多弗，在全球拥有超过20个地点 [3]