MERCURY SYSTEMS INC(MRCY)Stock Analysis
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Rank #1,760 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in MRCY
Events flagged as statistical outliers against MRCY's own multi-year baseline — not fixed dollar thresholds.
- Score shock2026-08-18
MRCY quality score dropped 12 points (52→40) on a new filing
View source filing →
MRCY Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for MERCURY SYSTEMS INC (MRCY), a Technology sector company. 13F Pro's AI-powered ranking engine scores MRCY at 47.8/100 on a 32-signal composite quality model, placing it at rank #1,760 of 2,962 stocks — the bottom half of the AI-ranked universe. MRCY scores in the top quartile across earnings quality (83.2). Areas of concern include profitability (30.8) and balance sheet strength (30.8), which score below median versus the broader universe. Shareholder dilution risk is elevated at 27.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), MERCURY SYSTEMS INC reports quarterly revenue of $289.8M, net income of $798.0K, an operating margin of 5.0%. Top institutional holders of MRCY by reported 13-F value include BlackRock, JANA Partners Management, STATE STREET, based on the most recent SEC filings. MRCY trades on the Nasdaq exchange and files with the SEC under CIK 1049521. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MRCY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for MERCURY SYSTEMS INC directly from SEC EDGAR. MERCURY SYSTEMS INC's 13F Pro composite quality score has ranged between 24 and 59 since 2021, currently 47.8 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$289.8M
Net Income
Q2 2026
$798.0K
Free Cash Flow
Q2 2026
$28.6M
Operating Margin
Q2 2026
5.0%
ROIC
Q2 2026
3.9%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+7.9% YoYNet Income
+21.7% YoYOperating Income
+101.4% YoYEPS (Diluted)
+23.1% YoYTotal Assets
-4.6% YoYOp. Cash Flow
-26.3% YoYFree Cash Flow
-42.8% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | $983.6M +7.9% | $912.0M +9.2% | $835.3M -14.2% | $973.9M -1.4% | $988.2M +6.9% | $924.0M |
| Net Income | $-29.7M +21.7% | $-37.9M +72.5% | $-137.6M -385.8% | $-28.3M -351.3% | $11.3M -81.8% | $62.0M |
| Operating Income | $280.0K +101.4% | $-19.6M +86.7% | $-147.8M -581.4% | $-21.7M -168.6% | $31.6M -61.0% | $81.0M |
| EPS (Diluted) | $-0.50 +23.1% | $-0.65 +72.7% | $-2.38 -376.0% | $-0.50 -350.0% | $0.20 -82.1% | $1.12 |
| Total Assets | $2.32B -4.6% | $2.43B +2.3% | $2.38B -0.5% | $2.39B +3.8% | $2.30B +17.9% | $1.96B |
| Operating Cash Flow | $102.4M -26.3% | $138.9M +130.0% | $60.4M +384.1% | $-21.3M -12.6% | $-18.9M -119.4% | $97.2M |
| Free Cash Flow | $68.1M -42.8% | $119.0M +356.3% | $26.1M +143.4% | $-60.0M -29.1% | $-46.5M -190.1% | $51.6M |
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Top Institutional Holders of MRCY
BlackRock, Inc.
$1.1B9,370,902 shJANA Partners Management, LP
$484.3M3,958,849 shSTATE STREET CORP
$418.0M3,418,290 shVANGUARD PORTFOLIO MANAGEMENT LLC
$370.8M3,031,459 shInvesco Ltd.
$326.6M2,669,450 shVANGUARD CAPITAL MANAGEMENT LLC
$296.4M2,422,629 shFMR LLC
$225.3M1,842,103 shT. Rowe Price Investment Management, Inc.
$195.2M1,595,711 shGOLDMAN SACHS GROUP INC
$192.8M1,575,727 shConestoga Capital Advisors, LLC
$181.9M1,487,191 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.1B | 9,370,902 |
| JANA Partners Management, LP | $484.3M | 3,958,849 |
| STATE STREET CORP | $418.0M | 3,418,290 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $370.8M | 3,031,459 |
| Invesco Ltd. | $326.6M | 2,669,450 |
| VANGUARD CAPITAL MANAGEMENT LLC | $296.4M | 2,422,629 |
| FMR LLC | $225.3M | 1,842,103 |
| T. Rowe Price Investment Management, Inc. | $195.2M | 1,595,711 |
| GOLDMAN SACHS GROUP INC | $192.8M | 1,575,727 |
| Conestoga Capital Advisors, LLC | $181.9M | 1,487,191 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is MRCY a good stock to buy?
13F Pro's AI-powered analysis of MERCURY SYSTEMS INC (MRCY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MRCY are available on the MRCY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. MRCY is classified as a mid company.
Which hedge funds own MRCY?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MRCY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of MERCURY SYSTEMS INC's investment landscape.