Mercury Systems builds specialized electronics—radar, electronic warfare, and signal processing gear—for military aircraft, ships, and drones, acting as the brains inside defense platforms.
Revenue comes from selling components and subsystems to defense contractors, with annual revenue of USD 0.91B and a gross margin of 27.61%, though net margin is negative at -3.02%, meaning it's not yet profitable.
Defense programs require years of certification and security clearances, locking in suppliers like Mercury against newcomers, but budget delays and program cancellations weaken demand. Competitors include Lockheed Martin, Northrop Grumman, and Raytheon Technol
Sell (sector percentile 21) — value D, growth F, profitability C-, momentum B, revisions B+. Updated daily, sector-relative, identical for every user.
Key events, in time order
Q4 revenue $289.8M beat; backlog ~$2B; FY27 guidance raised
Bullish initiation highlights 40+ years in defense electronics
Under Pentagon's Tradewind prototype program, Palantir builds a digital twin linking parts, suppliers, work orders and schedules to accelerate defense manufacturing.
Consensus from 10 analysts, with 2 specific ratings, reflects broad market view on outlook
全年营收增长预期从低个位数上调至接近中个位数，全年调整后EBITDA利润率预期从接近中个位数上调至中teens。
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