Mercury Systems, Inc.

NasdaqGS:MRCY 株式レポート

時価総額：US$5.6b

Mercury Systems 将来の成長

Future 基準チェック /36

Mercury Systems利益と収益がそれぞれ年間118.8%と8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に7.4% 118.7%なると予測されています。

主要情報

118.8%

収益成長率

118.68%

EPS成長率

Aerospace & Defense 収益成長18.8%
収益成長率8.0%
将来の株主資本利益率7.40%
アナリストカバレッジ

Good

最終更新日15 May 2026

今後の成長に関する最新情報

分析記事 • Nov 07

The Mercury Systems, Inc. (NASDAQ:MRCY) First-Quarter Results Are Out And Analysts Have Published New Forecasts

Last week saw the newest quarterly earnings release from Mercury Systems, Inc. ( NASDAQ:MRCY ), an important milestone...

Recent updates

ナラティブの更新 • May 13

MRCY: Space Program Execution Risk Will Constrain Future Share Price Upside

Analysts have lifted their price target for Mercury Systems to $72.04 from $62.00, citing updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions following recent Street research. Analyst Commentary Recent Street research on Mercury Systems has included several price target revisions, both upward and downward, which signal a wide range of views on how the stock is currently valued.
ナラティブの更新 • Apr 29

MRCY: Execution Risk In Space Contracts Will Limit Upside Potential

Analysts have modestly adjusted their blended price target on Mercury Systems to reflect a mixed set of recent updates, with Jefferies trimming its view by a combined $15 while Truist, RBC Capital, and Canaccord issued increases of $7, $10, and $14 respectively, citing differing expectations around growth, margins, and future P/E assumptions. Analyst Commentary Recent Street research on Mercury Systems reflects a split view, with some firms lifting their price targets while others are trimming theirs.
Seeking Alpha • Apr 23

Mercury Systems: Buy Maintained, But Cost Inflation Is The Swing Factor

Summary Mercury Systems, Inc. remains a Buy, with a base case price target of $97.53 (18% upside) and a more bullish target of $113.45 (37% upside). MRCY benefits from long-term demand for defense microelectronics but faces near-term risks from supply chain fragility and rising input costs due to geopolitical tensions. Recent estimate revisions show minimal change in annual revenue and EBITDA, but Q3 2026 EPS was trimmed 70% as non-recurring material receipts were excluded from ongoing guidance. Margin improvement is expected as higher-margin backlog converts to revenue, supporting free cash flow growth and potential for increased share repurchases. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 15

MRCY: Ongoing Execution Risk Will Constrain Defense Contract Upside

Mercury Systems' updated analyst price target shifted to $62 from about $64, as analysts adjusted their models for changes in projected growth, margins, discount rate and future P/E assumptions following a mix of recent target cuts and raises across the Street. Analyst Commentary Street research on Mercury Systems has been active, with a mix of higher and lower price targets reflecting different views on how much risk investors should price into the shares.
ナラティブの更新 • Mar 31

MRCY: Space And Weapons Contracts Will Support Future Repricing Potential

Analysts have adjusted their Mercury Systems price targets in a mixed but generally constructive way, with several firms raising targets by $6 to $14 while one reduced its view by $10. These changes reflect updated expectations around defense demand, aircraft production and the importance of careful stock selection in higher valuation defense tech names.
ナラティブの更新 • Mar 16

MRCY: Space And Strategic Weapons Contracts Will Drive Renewed Uptrend

Analysts have raised the implied fair value estimate for Mercury Systems to $97.50 from $86.00. This change reflects a series of recent Street price target revisions that indicate higher assumed revenue and profit margins, even though one firm reduced its target by $10.
ナラティブの更新 • Mar 02

MRCY: Higher Margins And Defense Recapitalization Efforts Will Support Stronger Earnings Quality

Analysts have made modest adjustments to their price targets on Mercury Systems, with shifts such as Jefferies trimming its view by $10 while others raised theirs by $6 to $14. These changes reflect updated expectations around margins, growth and future P/E assumptions rather than a change to the $120 fair value in our framework.
ナラティブの更新 • Feb 16

MRCY: Limited Defense Catalysts And Execution Risk Will Pressure Future Returns

Analysts have raised their blended price target for Mercury Systems from about $55 to roughly $63.70. They cite updated assumptions regarding revenue growth, profit margins, and a lower future P/E multiple, which reflect recent target changes from firms that have both increased and decreased their views on the stock.
ナラティブの更新 • Feb 02

MRCY: Elevated Sector Pricing And One Off Revenue Timing Will Pressure Returns

Analysts raised their price target on Mercury Systems by about $2.50, supported by slightly higher fair value estimates, a modestly lower discount rate, and small upward adjustments to revenue growth and profit margin assumptions, while keeping future P/E expectations broadly stable. Analyst Commentary Recent research on Mercury Systems highlights a mix of optimism around fair value and caution around how that value might be realized.
ナラティブの更新 • Jan 19

MRCY: Higher Margins And Space Contracts Will Support Stronger Earnings Quality

Narrative Update Analysts have raised their implied fair value range for Mercury Systems from about $80 to roughly $120 per share, citing higher modeled revenue, improved profit margins, and sector research indicating supportive demand trends in aerospace and defense. Analyst Commentary Bullish analysts are nudging their expectations higher for Mercury Systems, with recent price target revisions pointing to increased confidence in both execution and earnings quality.
分析記事 • Jan 14

Mercury Systems, Inc.'s (NASDAQ:MRCY) 33% Price Boost Is Out Of Tune With Revenues

Mercury Systems, Inc. ( NASDAQ:MRCY ) shareholders have had their patience rewarded with a 33% share price jump in the...
ナラティブの更新 • Jan 05

MRCY: Accelerated High Margin Revenue Will Likely Inflate Near Term Expectations

Analysts have raised their price targets on Mercury Systems to a range of US$95 to US$100, citing Q3 results that benefited from about US$20m of accelerated, high margin revenue, a 1.1x book to bill, minimal perceived shutdown risk, and solid demand trends across aircraft production and aftermarket activity. Analyst Commentary Recent research on Mercury Systems has focused on the quality of Q3 earnings, the sustainability of current margins, and how exposed the business might be to macro and government related risks.
ナラティブの更新 • Dec 15

MRCY: Elevated Expectations Around Accelerated Revenue Will Likely Pressure Shares

Analysts have raised their price target on Mercury Systems significantly, from about $40 to roughly $53 per share. They cite stronger than expected Q3 execution, higher margin contributions from accelerated revenue, and improving aerospace and defense demand that supports higher growth and profitability assumptions.
ナラティブの更新 • Nov 30

MRCY: Share Repurchase And Q3 Strength Will Drive Renewed Uptrend

Analysts have raised their average price target for Mercury Systems. Recent updates reflect an increase from $71 to a range up to $100 per share.
ナラティブの更新 • Nov 16

MRCY: Future Demand Strength In Defense And Aerospace Will Drive Share Gains

Mercury Systems’ analyst price target has increased significantly from $81.13 to $86.00. Analysts point to recent operational outperformance, improved profit margins, and positive demand trends as supporting factors for the higher valuation.
分析記事 • Nov 07

The Mercury Systems, Inc. (NASDAQ:MRCY) First-Quarter Results Are Out And Analysts Have Published New Forecasts

Last week saw the newest quarterly earnings release from Mercury Systems, Inc. ( NASDAQ:MRCY ), an important milestone...
ナラティブの更新 • Nov 01

MRCY: Future Demand From Aerospace And Defense Will Shape Fair Outlook

Analysts have raised their price target for Mercury Systems from $77.50 to $81.13, citing improving sentiment in the aerospace and defense sector, increased aftermarket demand, and model updates that reflect continued operational progress. Analyst Commentary Recent analyst research has highlighted both optimism and caution regarding Mercury Systems' near-term performance and long-term prospects.
ナラティブの更新 • Oct 17

US And European Defense Trends Will Drive Transformation

Analysts have raised their price target for Mercury Systems significantly, increasing it from $72.63 to $77.50. They cite improved revenue stability, higher profit margin forecasts, and continued industry optimism surrounding aerospace and defense suppliers.
ナラティブの更新 • Oct 03

US And European Defense Trends Will Drive Transformation

Analysts have raised their price target for Mercury Systems from $65.43 to $72.63. They cite improved revenue outlook and recent strong quarterly performance as key drivers for their increased optimism.
分析記事 • Sep 11

Subdued Growth No Barrier To Mercury Systems, Inc. (NASDAQ:MRCY) With Shares Advancing 34%

Mercury Systems, Inc. ( NASDAQ:MRCY ) shareholders have had their patience rewarded with a 34% share price jump in the...
ナラティブの更新 • Sep 04

US And European Defense Trends Will Drive Transformation

Analysts highlight a Q4 earnings beat driven by a one-time revenue pull-forward and a surge in bookings, but maintain a conservative long-term outlook and reiterate their Buy stance, leaving the price target unchanged at $65.43. Analyst Commentary Q4 earnings significantly exceeded expectations due to a $30M revenue pull-forward.
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新しいナラティブ • Mar 22

Transition To Production Will Strengthen Competitive Edge In Defense Electronics

Increased production capacity and competitive wins, like the defense satellite program, position Mercury Systems for potential long-term revenue and market share growth.
Seeking Alpha • Jan 16

Rugged Tech, Fragile Finances: Mercury's Fight For Stability

Summary Mercury Systems specializes in ruggedized electronics for defense contractors, focusing on integrating off-the-shelf components to withstand extreme environments. The company faces declining R&D investments, high inventory levels, and operational inefficiencies, leading to stalled revenues, reduced profitability, and volatile cash flow. Management is focusing on streamlining operations, reducing working capital, and shifting the product mix toward higher-margin production contracts. Mercury boasts a record $1.3 billion backlog and improving supply chain conditions, providing optimism for future free cash flow and margin expansion. While management projects recovery and growth in fiscal 2025, risks remain from potential supply chain disruptions, labor market instability, and operational execution. Read the full article on Seeking Alpha
Seeking Alpha • Nov 11

Mercury Systems Stock: Still A Hold After 25% Post-Earnings Surge

Summary Mercury Systems reported strong Q1 FY25 earnings, beating analyst estimates, leading to a 25% stock gain, and surpassing my previous $41.05 price target. Despite significant earnings improvement due to restructuring, Mercury Systems still faces challenges with margin recovery, revenue growth, and a $591.5 million credit facility that needs to be paid off. The company’s backlog signals product demand, but FY25 sales are expected to be flat with notable EBITDA and free cash flow improvements. Given the current price levels and financial uncertainties, I maintain a hold rating for Mercury Systems, seeing no compelling near-term upside. Read the full article on Seeking Alpha
Seeking Alpha • Aug 15

Mercury Systems: Why Did The Stock Surge 17%?

Summary Mercury Systems stock surged 17% to $40 after fourth quarter results. MRCY focused on risk retirement in FY24, successfully addressing challenged programs. Expectations for enhanced margins and cash flow conversion in FY2025 and beyond, with potential for elevated returns due to risk profile. Read the full article on Seeking Alpha
Seeking Alpha • May 09

Mercury Systems: A Troubling Year Shows In The Earnings Results

Summary Mercury Systems' revenues declined 21% and margins were eroded, reflecting the challenges the company is facing. The main pain points for Mercury Systems are fixed price development programs and challenged programs, which are causing margin pressure. Despite progress in completing programs and retiring risk, the stock is overvalued and not a good investment opportunity at the moment. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:MRCY - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
6/30/20281,153651341656
6/30/20271,04728931288
6/30/2026959-2365939
3/27/2026967-147398N/A
12/26/2025943-3099122N/A
9/26/2025933-33136156N/A
6/27/2025912-38119139N/A
3/28/2025887-65146173N/A
12/27/2024884-9097125N/A
9/27/2024859-1185285N/A
6/28/2024835-1382660N/A
3/29/2024840-135-321N/A
12/29/2023895-85-1816N/A
9/29/2023927-51-346N/A
6/30/2023974-28-60-21N/A
3/31/20231,010-3-91-53N/A
12/30/20221,000-4-89-54N/A
9/30/20229914-113-83N/A
7/1/202298811-47-19N/A
4/1/202294912-328N/A
12/31/2021953242155N/A
10/1/2021943393272N/A
7/2/2021924625297N/A
4/2/2021891715399N/A
1/1/20218427959106N/A
10/2/20208258269114N/A
7/3/20207978672115N/A
3/27/20207567172112N/A
12/27/201972362N/A109N/A
9/27/201968859N/A102N/A
6/30/201965547N/A98N/A
3/31/201963144N/A97N/A
12/31/201857234N/A72N/A
9/30/201853130N/A55N/A
6/30/201849341N/A43N/A
3/31/201845640N/A27N/A
12/31/201744743N/A51N/A
9/30/201742739N/A57N/A
6/30/201740925N/A59N/A
3/31/201737824N/A63N/A
12/31/201633721N/A43N/A
9/30/201629921N/A41N/A
6/30/201627020N/A37N/A
3/31/201624918N/A36N/A
12/31/201524319N/A41N/A
9/30/201523917N/A37N/A
6/30/201523514N/A32N/A

アナリストによる今後の成長予測

収入対貯蓄率: MRCYは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: MRCY今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: MRCY今後 3 年以内に収益を上げることが予想されます。

収益対市場: MRCYの収益 ( 8% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: MRCYの収益 ( 8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: MRCYの 自己資本利益率 は、3年後には低くなると予測されています ( 7.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/20 06:22
終値2026/05/20 00:00
収益2026/03/27
年間収益2025/06/27

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Mercury Systems, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15

アナリスト機関
Peter ArmentBaird
Christopher RiegerBerenberg
Austin MoellerCanaccord Genuity