Mercury Systems Yönetim
Yönetim kriter kontrolleri 3/4
Mercury Systems CEO'su Bill Ballhaus, Jun2023 tarihinde atandı, in görev süresi 2.92 yıldır. in toplam yıllık tazminatı $ 10.23M olup, şirket hissesi ve opsiyonları dahil olmak üzere 9.5% maaş ve 90.5% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.19% ine doğrudan sahiptir ve bu hisseler $ 10.85M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.8 yıl ve 3.9 yıldır.
Anahtar bilgiler
Bill Ballhaus
İcra Kurulu Başkanı
US$10.2m
Toplam tazminat
| CEO maaş yüzdesi | 9.52% |
| CEO görev süresi | 2.9yrs |
| CEO sahipliği | 0.2% |
| Yönetim ortalama görev süresi | 1.8yrs |
| Yönetim Kurulu ortalama görev süresi | 3.9yrs |
Son yönetim güncellemeleri
Recent updates
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.
Yeni Anlatı • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaCEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Mar 27 2026 | n/a | n/a | -US$14m |
| 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$11m |
Tazminat ve Piyasa: Bill 'ın toplam tazminatı ($USD 10.23M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 8.43M ).
Tazminat ve Kazançlar: Bill 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Bill Ballhaus (57 yo)
2.9yrs
Görev süresi
US$10,229,945
Tazminat
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...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President | 2.9yrs | US$10.23m | 0.19% $ 10.8m | |
| Executive VP & CFO | 2.8yrs | US$4.16m | 0.062% $ 3.5m | |
| Executive VP | 2.3yrs | US$2.54m | 0.086% $ 4.9m | |
| Executive VP & Chief Human Resources Officer | 4yrs | US$2.41m | 0.054% $ 3.1m | |
| VP & Chief Accounting Officer | 2.3yrs | Veri yok | 0.012% $ 680.3k | |
| Chief Technology Officer | 1.6yrs | Veri yok | Veri yok | |
| Chief Information Officer | 1.3yrs | Veri yok | Veri yok | |
| VP of Investors Relations | 1.3yrs | Veri yok | Veri yok | |
| Vice President of Strategy & Corporate Development | 1.3yrs | Veri yok | Veri yok | |
| Senior Vice President of Operations | 1.9yrs | Veri yok | Veri yok | |
| Senior Vice President of Integrated Processing Solutions | 1.6yrs | Veri yok | Veri yok | |
| Senior Vice President of Processing Technologies | 1.3yrs | Veri yok | Veri yok |
1.8yrs
Ortalama Görev Süresi
57yo
Ortalama Yaş
Deneyimli Yönetim: MRCY 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.8 yıl), bu da yeni bir ekibin varlığını gösteriyor.
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President | 3.9yrs | US$10.23m | 0.19% $ 10.8m | |
| Independent Director | 2.9yrs | US$228.32k | 0.017% $ 975.2k | |
| Independent Director | 3.9yrs | US$248.32k | 0.057% $ 3.2m | |
| Independent Director | 1.3yrs | US$266.27k | 0% $ 0 | |
| Independent Director | 2.8yrs | Veri yok | Veri yok | |
| Independent Director | 6.3yrs | US$240.32k | 0.083% $ 4.7m | |
| Lead Independent Director | 7.5yrs | US$300.32k | 0.040% $ 2.3m | |
| Independent Director | 4.6yrs | US$228.32k | 0.016% $ 913.7k | |
| Independent Director | 8.8yrs | US$240.32k | 0.048% $ 2.7m |
3.9yrs
Ortalama Görev Süresi
66yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: MRCY 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.9 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/21 06:55 |
| Gün Sonu Hisse Fiyatı | 2026/05/21 00:00 |
| Kazançlar | 2026/03/27 |
| Yıllık Kazançlar | 2025/06/27 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Mercury Systems, Inc. 15 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Peter Arment | Baird |
| Christopher Rieger | Berenberg |
| Austin Moeller | Canaccord Genuity |