Mercury Systems Inc. is a leading provider of secure processing and storage solutions for aerospace and defense applications. The company specializes in designing and manufacturing advanced technology systems that enable mission-critical operations, particularly in embedded processing for various defense platforms. With a focus on innovative, high-performance solutions, Mercury Systems supports military and defense customers by delivering hardware and software that enhance the capabilities of their systems while also ensuring data security and reliability. The company is committed to advancing the state of technology in the defense sector, contributing to a safer and more secure global environment. Read More
GARDEN CITY, NY — In a resounding signal of the intensifying demand for advanced aerospace and defense infrastructure, Frequency Electronics, Inc. (NASDAQ: FEIM) saw its shares surge to a new 52-week high of $59.38 on January 8, 2026. The rally, which has outpaced several of its mid-cap peers in the
Shares of aerospace and defense company Mercury Systems (NASDAQ:MRCY)
jumped 5.6% in the afternoon session after the broader defense sector rallied following President Donald Trump's call for a significant increase in the U.S. military budget.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how defense contractors stocks fared in Q3, starting with Mercury Systems (NASDAQ:MRCY).
Whether you see them or not, industrials businesses play a crucial part in our daily activities. Unfortunately, this role also comes with a demand profile tethered to the ebbs and flows of the broader economy,
and the industry is currently lagging as its six-month return of 8.2% has trailed the S&P 500’s 9.9% gain.
Shares of aerospace and defense company Mercury Systems (NASDAQ:MRCY)
fell 3.9% in the afternoon session after speculation grew that the conflict between Russia and Ukraine might be nearing a resolution, impacting the broader defense sector.
Wall Street has set ambitious price targets for the stocks in this article.
While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.
The Russell 2000 (^RUT) is packed with potential breakout stocks, thanks to its focus on smaller companies with high growth potential.
However, smaller size also means these businesses often lack the resilience and financial flexibility of large-cap firms, making careful selection crucial.
Investors may want to consider joining Travis Kelce and Jana Partners in buying shares of Six Flags Entertainment following its 76% decline from its 2024 high.
Mercury Systems delivered third quarter results that exceeded Wall Street’s expectations, with revenue and non-GAAP profit both coming in above analyst forecasts. Management attributed this outperformance to accelerated deliveries on high-priority defense programs and improved execution across manufacturing operations. CEO William Ballhaus emphasized the company’s progress in reducing net working capital and highlighted strong momentum in its backlog of customer orders. Ballhaus stated, “Our ability to accelerate deliveries on a number of our customers' high-priority programs once again contributed to strong results this quarter.”
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at RTX (NYSE:RTX) and the best and worst performers in the defense contractors industry.
Aerospace and defense company Mercury Systems (NASDAQ:MRCY) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 10.2% year on year to $225.2 million. Its non-GAAP profit of $0.26 per share was significantly above analysts’ consensus estimates.
Aerospace and defense company Mercury Systems (NASDAQ:MRCY) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 10.2% year on year to $225.2 million. Its non-GAAP profit of $0.26 per share was significantly above analysts’ consensus estimates.
Aerospace and defense company Mercury Systems (NASDAQ:MRCY) will be announcing earnings results this Tuesday after market close. Here’s what to look for.
What a fantastic six months it’s been for Mercury Systems. Shares of the company have skyrocketed 61.1%, hitting $80.11. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
Unprofitable companies face headwinds as they struggle to keep operating expenses under control.
Some may be investing heavily, but the majority fail to convert spending into sustainable growth.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how defense contractors stocks fared in Q2, starting with Northrop Grumman (NYSE:NOC).
Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match.
The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.
