NASDAQ · Technology

MERCURY SYS INC MRCY

Mercury Systems, Inc., a technology company, manufactures and sells components, products, modules, and subsystems for defense prime contractors, original equipment manufacturers, government, and commercial aerospace companies.

Electrical Products

Company profile

Business mix

  • The company offers components, including power amplifiers and limiters, switches, oscillators, filters, equalizers, digital and analog converters, chips, monolithic microwave integrated circuits, and memory and storage devices.
  • It also designs, develops, and manufactures digital radio frequency memory units for various modern electronic warfare applications; radar environment simulation and test systems for defense and intelligence applications.
  • It operates in the United States, Europe, and the Asia Pacific. The company was formerly known as Mercury Computer Systems, Inc. and changed its name to Mercury Systems, Inc. in November 2012.
  • Mercury Systems, Inc. was incorporated in 1981 and is headquartered in Andover, Massachusetts.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in aerospace & defense?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 1.1% Buyback -1.33%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.1% $47.0M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 0 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $43.0M Estimated from net reduced shares
Net share change / base shares -47.8% -589,735 / 1,234,801
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 4.9% 13F value change +$33.7M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -35.5% 13F value change -$39.2M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -22.8% 13F value change -$14.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,234,801 Last 3 periods -589,735 (-47.8%) Total shares 645,066 Value $47.0M

Recent mentions

No public mentions.