MCY Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Record Backlog And BookingsRecord bookings and backlog provide stronger multiyear revenue visibility for Mercury’s program-driven business. A book-to-bill ratio above one indicates demand is replenishing deliveries, supporting production growth and reducing reliance on uncertain near-term contract awards.
Improving Growth And MarginsRevenue recovery alongside faster adjusted EBITDA growth and higher gross margin indicates improving operating leverage and execution. If the trend continues, Mercury can convert demand into expanding earnings capacity while funding investments needed for future program production.
Reduced Leverage And Positive Cash GenerationLower leverage and positive recent cash generation strengthen Mercury’s financial flexibility relative to its earlier position. The equity cushion and ability to produce cash can support capacity investments, debt reduction, and continued participation in growing defense programs.
Bears Say
Persistent GAAP LossesPersistent GAAP losses show that Mercury’s improving revenue and adjusted profitability have not yet translated into consistent bottom-line earnings. Continued losses can limit internally funded growth, weaken return on equity, and make future performance more dependent on execution improvements.
Weaker Cash Conversion And Investment NeedsLower free cash flow and planned inventory, automation, and factory investments will constrain cash conversion over the coming year. Although these investments may support growth, they reduce near-term financial flexibility and leave less cash available for debt reduction or other uses.
International Delivery Execution WeaknessInternational revenue weakness and delivery disruption indicate execution risk while Mercury transitions that work to a contract manufacturer. Even if management expects resolution over the next few quarters, delays can defer revenue, pressure customer relationships, and complicate backlog conversion.
Mercury Systems News
MCY FAQ
What was Mercury Systems Inc’s price range in the past 12 months?
Currently, no data Available
What is Mercury Systems Inc’s market cap?
Mercury Systems Inc’s market cap is CHF4.29B.
When is Mercury Systems Inc’s upcoming earnings report date?
Mercury Systems Inc’s upcoming earnings report date is Nov 10, 2026 which is in 35 days.
How were Mercury Systems Inc’s earnings last quarter?
Mercury Systems Inc released its earnings results on Aug 18, 2026. The company reported CHF0.308 earnings per share for the quarter, missing the consensus estimate of CHF0.318 by -CHF0.011.
Is Mercury Systems Inc overvalued?
According to Wall Street analysts Mercury Systems Inc’s price is currently Undervalued.
Does Mercury Systems Inc pay dividends?
Mercury Systems Inc does not currently pay dividends.
What is Mercury Systems Inc’s EPS estimate?
Mercury Systems Inc’s EPS estimate is 0.25.
How many shares outstanding does Mercury Systems Inc have?
Currently, no data Available
What happened to Mercury Systems Inc’s price movement after its last earnings report?
Mercury Systems Inc reported an EPS of CHF0.308 in its last earnings report, missing expectations of CHF0.318. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Mercury Systems Inc?
Currently, no hedge funds are holding shares in CH:MCY
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Mercury Systems Stock Smart Score
Neutral
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10
Analyst Consensus
Moderate Buy
Average Price Target:
CHF96.60 (― Upside)
CHF96.60 (― Upside)
Blogger Sentiment
Bullish
CH:MCY Sentiment 60%
Sector Average 64%
Sector Average 64%
Insider Transactions
Sold Shares
Worth CHF10.0M over
the Last 3 Months
the Last 3 Months
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-0.67%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
-4.91%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Mercury Systems Inc
Mercury Systems, Inc. is a technology firm dedicated to the creation and delivery of a wide range of advanced components, modules, and integrated subsystems, primarily catering to the aerospace and defense industries. The company's operations span globally, with a presence in the United States, Europe, and the Asia Pacific regions. Its sophisticated solutions are vital to approximately 300 programs, supporting 25 defense contractors and numerous commercial aviation customers. The company's extensive product line includes intricate components such as power amplifiers, limiters, switches, oscillators, filters, equalizers, digital and analog converters, various chips, monolithic microwave integrated circuits (MMICs), and advanced memory and storage devices. Furthermore, it offers sophisticated modules and sub-assemblies, including embedded processing boards, switched fabric boards, digital receiver boards, multi-chip modules, integrated radio frequency (RF) and microwave multi-function assemblies, tuners, transceivers, as well as specialized graphics, video, Ethernet, and input/output boards. Mercury Systems also supplies complete integrated subsystems. Beyond these offerings, the company is actively involved in designing and developing critical technologies like digital radio frequency memory units for modern electronic warfare applications, radar environment simulation and test systems for defense and intelligence operations, signals intelligence payloads and electro-optical/infrared (EO/IR) technologies optimized for small unmanned aerial vehicle (UAV) platforms, and advanced onboard UAV processor systems facilitating real-time wide area motion imagery. Established in 1981, the firm, initially named Mercury Computer Systems, Inc., officially rebranded to Mercury Systems, Inc. in November 2012, and its headquarters are located in Andover, Massachusetts.
MCY Company Deck
MCY Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized substantial operational momentum: record bookings, backlog and quarterly revenue, improved full-year adjusted EBITDA and margin expansion, broad-based demand (notably CPA), and raised growth targets for FY2027/FY2028. Offsetting these positives were weaker GAAP results, quarter-to-quarter adjusted EBITDA/margin softness, a meaningful drop in year-over-year free cash flow, temporary international delivery/ramp issues, and planned near-term investments that will depress FY2027 cash conversion. On balance the company presented strong demand and execution progress and provided a constructive outlook while flagging near-term cash and margin volatility tied to investments and backlog conversion dynamics.View all CH:MCY earnings summariesMCY Stock 12 Month Forecast
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