Mercury Systems Förvaltning
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Mercury Systems VD är Bill Ballhaus, utsedd i Jun 2023, har en mandatperiod på 2.92 år. totala årliga ersättningen är $ 10.23M, bestående av 9.5% lön 90.5% bonusar, inklusive företagsaktier och optioner. äger direkt 0.19% av företagets aktier, värda $ 8.99M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 1.8 år respektive 3.9 år.
Viktig information
Bill Ballhaus
Verkställande direktör
US$10.2m
Total ersättning
| VD-lön i procent | 9.52% |
| Anställning som VD | 2.9yrs |
| Ägande av VD | 0.2% |
| Ledningens genomsnittliga anställningstid | 1.8yrs |
| Styrelsens genomsnittliga mandatperiod | 3.9yrs |
Senaste uppdateringar av ledningen
Recent updates
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.Mercury Systems: Buy Maintained, But Cost Inflation Is The Swing Factor
Apr 23MRCY: 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.
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.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.
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.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.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.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.Mercury Systems, Inc.'s (NASDAQ:MRCY) 33% Price Boost Is Out Of Tune With Revenues
Jan 14
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.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.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.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.The Mercury Systems, Inc. (NASDAQ:MRCY) First-Quarter Results Are Out And Analysts Have Published New Forecasts
Nov 07MRCY: 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.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.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.Subdued Growth No Barrier To Mercury Systems, Inc. (NASDAQ:MRCY) With Shares Advancing 34%
Sep 11US 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.An Intrinsic Calculation For Mercury Systems, Inc. (NASDAQ:MRCY) Suggests It's 21% Undervalued
Apr 08
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.Mercury Systems, Inc. (NASDAQ:MRCY) Investors Are Less Pessimistic Than Expected
Feb 21Would Mercury Systems (NASDAQ:MRCY) Be Better Off With Less Debt?
Jan 30Rugged Tech, Fragile Finances: Mercury's Fight For Stability
Jan 16Mercury Systems, Inc.'s (NASDAQ:MRCY) Intrinsic Value Is Potentially 91% Above Its Share Price
Dec 19Mercury Systems Stock: Still A Hold After 25% Post-Earnings Surge
Nov 11Here's Why Mercury Systems (NASDAQ:MRCY) Can Afford Some Debt
Oct 21The Price Is Right For Mercury Systems, Inc. (NASDAQ:MRCY)
Sep 30Is Mercury Systems, Inc. (NASDAQ:MRCY) Trading At A 38% Discount?
Sep 08Mercury Systems: Why Did The Stock Surge 17%?
Aug 15Fewer Investors Than Expected Jumping On Mercury Systems, Inc. (NASDAQ:MRCY)
Jun 29Is Mercury Systems, Inc. (NASDAQ:MRCY) Trading At A 37% Discount?
Jun 05Mercury Systems, Inc. (NASDAQ:MRCY) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates
May 10Mercury Systems: A Troubling Year Shows In The Earnings Results
May 09Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Dec 26 2025 | n/a | n/a | -US$30m |
| Sep 26 2025 | n/a | n/a | -US$33m |
| Jun 27 2025 | US$10m | US$974k | -US$38m |
| Mar 28 2025 | n/a | n/a | -US$65m |
| Dec 27 2024 | n/a | n/a | -US$90m |
| Sep 27 2024 | n/a | n/a | -US$118m |
| Jun 28 2024 | US$23m | US$913k | -US$138m |
| Mar 29 2024 | n/a | n/a | -US$135m |
| Dec 29 2023 | n/a | n/a | -US$85m |
| Sep 29 2023 | n/a | n/a | -US$51m |
| Jun 30 2023 | US$512k | n/a | -US$28m |
| Mar 31 2023 | n/a | n/a | -US$3m |
| Dec 30 2022 | n/a | n/a | -US$4m |
| Sep 30 2022 | n/a | n/a | US$4m |
| Jul 01 2022 | US$239k | n/a | US$11m |
Ersättning vs marknad: Bill s total kompensation ($USD 10.23M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 7.20M ).
Ersättning vs inkomst: Ersättningen från Bill har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Bill Ballhaus (57 yo)
2.9yrs
Anställning
US$10,229,945
Kompensation
Dr. William L. Ballhaus, also known as Bill, is Chairman & Chief Executive Officer of Mercury Commercial Electronics, Inc. Dr. Ballhaus serves as a Senior Advisor of Boston at PSG Equity L. L.C. since 2022...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | 2.9yrs | US$10.23m | 0.19% $ 9.0m | |
| Executive VP & CFO | 2.8yrs | US$4.16m | 0.062% $ 2.9m | |
| Executive VP | 2.3yrs | US$2.54m | 0.086% $ 4.0m | |
| Executive VP & Chief Human Resources Officer | 4yrs | US$2.41m | 0.057% $ 2.7m | |
| VP & Chief Accounting Officer | 2.3yrs | inga uppgifter | 0.012% $ 563.3k | |
| Chief Technology Officer | 1.6yrs | inga uppgifter | inga uppgifter | |
| Chief Information Officer | 1.3yrs | inga uppgifter | inga uppgifter | |
| VP of Investors Relations | 1.3yrs | inga uppgifter | inga uppgifter | |
| Vice President of Strategy & Corporate Development | 1.3yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Operations | 1.9yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Integrated Processing Solutions | 1.6yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Processing Technologies | 1.3yrs | inga uppgifter | inga uppgifter |
1.8yrs
Genomsnittlig anställningstid
57yo
Genomsnittlig ålder
Erfaren ledning: MRCY s ledningsgrupp anses inte vara erfaren ( 1.8 års genomsnittlig anställningstid), vilket föreslår ett nytt team.
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | 3.9yrs | US$10.23m | 0.19% $ 9.0m | |
| Independent Director | 2.9yrs | US$228.32k | 0.017% $ 808.0k | |
| Independent Director | 3.9yrs | US$248.32k | 0.057% $ 2.7m | |
| Independent Director | 1.3yrs | US$266.27k | 0% $ 0 | |
| Independent Director | 2.8yrs | inga uppgifter | inga uppgifter | |
| Independent Director | 6.3yrs | US$240.32k | 0.095% $ 4.5m | |
| Lead Independent Director | 7.5yrs | US$300.32k | 0.040% $ 1.9m | |
| Independent Director | 4.6yrs | US$228.32k | 0.016% $ 757.1k | |
| Independent Director | 8.8yrs | US$240.32k | 0.048% $ 2.3m |
3.9yrs
Genomsnittlig anställningstid
66yo
Genomsnittlig ålder
Erfaren styrelse: MRCY s styrelse anses vara erfaren ( 3.9 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/04 19:32 |
| Aktiekurs vid dagens slut | 2026/05/01 00:00 |
| Intäkter | 2025/12/26 |
| Årlig intjäning | 2025/06/27 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Mercury Systems, Inc. bevakas av 15 analytiker. 9 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Peter Arment | Baird |
| Christopher Rieger | Berenberg |
| Austin Moeller | Canaccord Genuity |