$MRCY

Mercury Systems (MRCY) reported Q2 CY2026 revenue of $289.8M, up 6.1% YoY, beating estimates. Non-GAAP EPS of $0.37 missed expectations. The company's backlog reached $1.9B, growing 14.4% YoY over two years. Despite strong revenue growth, operating margins and EPS have declined over five years. Analysts expect 6.3% revenue growth and 42% EPS growth over the next 12 months. The stock dropped 12.1% post-earnings.

Mercury Systems (MRCY) stock fell 12.9% after reporting Q4 adjusted EPS of $0.37, missing estimates of $0.39, despite beating revenue expectations with $289.78M. The company reported record bookings and backlog growth. The drop followed a pre-earnings surge and occurred amid a broader tech sell-off.

MERCURY SYSTEMS INC (MRCY) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 a2026q4earningsreleaseex.htm EX-99.1 Document Exhibit 99.1 FOR IMMEDIATE RELEASE Mercury Systems Reports Fourth Quarter and Fiscal 2026 Results • Record Q4 FY26 Bookings of $660 million grew 93.1% year-over-year; book-to-bill of 2.28 • Record Backlog of over $1.9 billio

The article lists major companies scheduled to report earnings after the close on Tuesday. It names Sociedad Quimica y Minera de Chile (SQM), Keysight Technologies (KEYS), Toll Brothers (TOL), Mercury Systems (MRCY), and Jack Henry & Associates (JKHY), plus other tickers LU, LZB, and ZTO. It directs readers to Seeking Alpha’s earnings calendar for more.

Investing.com reports Mercury Systems (MRCY) rose 11.6% in pre-open trading to about $124 ahead of its Q4 and FY2026 earnings on Aug. 18, 2026. The move is attributed to a prior-quarter revenue gain to $235.8 million (+11.5% YoY) and analyst EPS estimates revised about 10% higher over 30 days.

Mercury Systems (MRCY) is set to report Q2 results Tuesday. The company previously beat revenue expectations with $235.8M revenue, up 11.5% YoY. For the upcoming quarter, analysts expect revenue to fall 2.8% YoY. The article cites defense peers’ recent beats and notes MRCY is up 17.2% over a month, with an average price target of $106.22 vs $111.06.

Benzinga says 10 U.S.-listed stocks face the largest options-implied moves this week, with expected swings up to 17.26%. It cites earnings dates and consensus figures for companies including Wolfspeed, Coty, BILL, Mercury Systems, ScanSource, and others, noting implied move reflects expected volatility, not direction.

The article compiles major analyst actions across several stocks. Bank of America reiterated CoreWeave as buy after a quarter with 112% YoY revenue growth and a 5% operating margin. It reiterates Tesla as underweight on delivery declines, upgrades Dell to buy with a $510 PT, and Intel to buy after a ~$20bn equity offering. Other calls include Nvidia buy, SpaceX neutral, and multiple rating changes.

Piper Sandler began coverage of Mercury Systems (MRCY) with an Overweight rating and a $126 price target, citing autonomy and next-generation defense computing. Analyst Clarke Jeffries pointed to record backlog growth of 18% last quarter, record bookings of $348 million (+74% YoY), and expectations for low-to-mid-20s EBITDA margins and ~50% free cash flow conversion.

24/7 Wall St. lists Wednesday analyst research calls. Upgrades include Hilton (HLT) to Buy with a $365 target, Intuitive Surgical (ISRG) to Outperform with a $500 target, Merck (MRK) to Outperform with a $143 target, and Okta (OKTA) to Outperform with a $170 target. Downgrades include The Gap (GAP) to Hold, and Novo Nordisk (NVO) to Hold. Initiations cover Genmab (GMAB) and Marriott (MAR).