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
77.54
−3.57%
vs ±12.5% implied · ×0.29
shaded = implied · ▲▼ = realized
Mercury Systems has 5 disclosed suppliers and 13 disclosed customers in SEC filings.
SentenceIn fiscal 2026, RTX Corporation accounted for 15% of our total net revenues, Lockheed Martin accounted for 11% of our total net revenues, and Northrop Grumman accounted for 10% of our total net revenues.
basisMRCY FY2025 revenue $912MRTX FY2025 revenue $88.6BFY mismatch
SentenceIn fiscal 2026, RTX Corporation accounted for 15% of our total net revenues, Lockheed Martin accounted for 11% of our total net revenues, and Northrop Grumman accounted for 10% of our total net revenues.
basisMRCY FY2025 revenue $912MLMT FY2025 revenue $75.0BFY mismatch
SentenceIn fiscal 2026, RTX Corporation accounted for 15% of our total net revenues, Lockheed Martin accounted for 11% of our total net revenues, and Northrop Grumman accounted for 10% of our total net revenues.
basisMRCY FY2025 revenue $912MNOC FY2025 revenue $42.0BFY mismatch
SentenceThese security solutions, combined with our next-generation secure Intel® server-class product line, together with increasingly frequent mandates from the government to secure electronic systems for domestic and foreign military sales, position us well to capitalize on U.S. Department of Defense ("DoD") program protection security requirements.
SentenceOur top customers include Airbus, BAE Systems, Boeing, General Atomics, General Dynamics, L3Harris Technologies, Leonardo, Lockheed Martin Corporation, Northrop Grumman Corporation, RTX Corporation (formerly known as Raytheon Technologies) and the U.S. Navy.
SentenceOur top customers include Airbus, BAE Systems, Boeing, General Atomics, General Dynamics, L3Harris Technologies, Leonardo, Lockheed Martin Corporation, Northrop Grumman Corporation, RTX Corporation (formerly known as Raytheon Technologies) and the U.S. Navy.
SentenceWe use the latest Altera® programmable solutions, AMD FPGAs, as well as NVIDIA GPU products in our embedded high-performance processing technologies.
MRCY 10-Kaccession 0001049521-26-000045
SentenceThese risks may be enhanced for our EMEA operations as we outsourced our former Swiss manufacturing operations to Cicor Group in June 2025, and Cicor will be transitioning manufacturing from our legacy Geneva location, which they now operate, to their other facilities in Switzerland and the United Kingdom during fiscal 2027.
MRCY 10-Kaccession 0001049521-26-000045
SentenceOur top customers include Airbus, BAE Systems, Boeing, General Atomics, General Dynamics, L3Harris Technologies, Leonardo, Lockheed Martin Corporation, Northrop Grumman Corporation, RTX Corporation (formerly known as Raytheon Technologies) and the U.S. Navy.
SentenceOur top customers include Airbus, BAE Systems, Boeing, General Atomics, General Dynamics, L3Harris Technologies, Leonardo, Lockheed Martin Corporation, Northrop Grumman Corporation, RTX Corporation (formerly known as Raytheon Technologies) and the U.S. Navy.
MRCY 10-Kaccession 0001049521-24-000029
SentenceOur top customers include Airbus, BAE Systems, Boeing, General Atomics, General Dynamics, L3Harris Technologies, Leonardo, Lockheed Martin Corporation, Northrop Grumman Corporation, RTX Corporation (formerly known as Raytheon Technologies) and the U.S. Navy.
MRCY 10-Kaccession 0001049521-24-000029
SentenceOur top customers include Airbus, BAE Systems, Boeing, General Atomics, General Dynamics, L3Harris Technologies, Leonardo, Lockheed Martin Corporation, Northrop Grumman Corporation, RTX Corporation (formerly known as Raytheon Technologies) and the U.S. Navy.
MRCY 10-Kaccession 0001049521-24-000029
SentenceWe sell certain products and services to U.S. and international defense contractors or directly to the U.S. government on a commercial item basis, eliminating the requirement to certify cost or pricing data.
MRCY 10-Kaccession 0001049521-26-000045
Expected move
Inputs8Q avg ±11.4%·×1.40·rich
straddle ±16.0%
spot 77.54exp Nov 20ATM strike 77.5ATM straddle 14.60IV 99%