Mercury Systems Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Mercury Systems Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Mercury Systems, Inc., a technology company, engages in the manufacture and sale of components, products, modules, and subsystems for aerospace and defense industries in the United States, Europe, and the Asia Pacific. The company's products and solutions are deployed in approximately 300 programs with 25 defense contractors and commercial aviation customers. It 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; modules and sub-assemblies, such as embedded processing modules and boards, switch fabric boards, digital receiver boards, multi-chip modules, integrated radio frequency and microwave multi-function assemblies, tuners, and transceivers, as well as graphics and video processing, and Ethernet and input-output boards; and integrated subsystems. The company also designs and develops digital radio frequency memory units for various modern electronic warfare applications; radar environment simulation and test systems for defense and intelligence applications; and signals intelligence payloads and EO/IR technologies for small UAV platforms, as well as onboard UAV processor systems for real-time wide area motion imagery. In addition, it designs, markets, and sells products intended to protect electronic systems that are critical to national security. 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.
Mercury Systems, Inc., a technology company, engages in the manufacture and sale of components, products, modules, and subsystems for aerospace and defense industries in the United States, Europe, and the Asia Pacific. The company's products and solutions are deployed in approximately 300 programs with 25 defense contractors and commercial aviation customers. It 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; modules and sub-assemblies, such as embedded processing modules and boards, switch fabric boards, digital receiver boards, multi-chip modules, integrated radio frequency and microwave multi-function assemblies, tuners, and transceivers, as well as graphics and video processing, and Ethernet and input-output boards; and integrated subsystems. The company also designs and develops digital radio frequency memory units for various modern electronic warfare applications; radar environment simulation and test systems for defense and intelligence applications; and signals intelligence payloads and EO/IR technologies for small UAV platforms, as well as onboard UAV processor systems for real-time wide area motion imagery. In addition, it designs, markets, and sells products intended to protect electronic systems that are critical to national security. 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.
No other changes.
No other changes.
No thesis.
Annual filing, covered
10-K parsed · Aug 18 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Aug 18 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
−3.57%
vs ±12.5% implied · ×0.29
shaded = implied · ▲▼ = realized
Mercury Systems Inc
77.54
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $1.1B | 14.23% | +5.05% |
| JANA Partners | $484.3M | 6.01% | −3.62% |
| State Streetindex-like | $418.0M | 5.19% | −11.57% |
| Vanguard Portfolioindex-like | $370.8M | 4.60% | +4.14% |
| Invesco | $326.6M | 4.05% | +9.33% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $1.1B | 14.23% | +5.05% |
| JANA Partners | $484.3M | 6.01% | −3.62% |
| State Streetindex-like | $418.0M | 5.19% | −11.57% |
| Vanguard Portfolioindex-like | $370.8M | 4.60% | +4.14% |
| Invesco | $326.6M | 4.05% | +9.33% |
Same SIC code · 6
Same SEC industry code: Hubbell Inc, Vishay Intertechnology Inc, Universal Display Corp PA and 3 more; of Mercury Systems Inc's 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: Hubbell Inc, Vishay Intertechnology Inc, Universal Display Corp PA and 3 more; of Mercury Systems Inc's 6 closest co-movers, none share that code.
Bull1
Bear2
Expected move
Inputs8Q avg ±11.4%·×1.40·rich
straddle ±16.0%
spot 77.54exp Nov 20ATM strike 77.5ATM straddle 14.60IV 99%