MERCURY SYSTEMS INC (MRCY) FY2025 10-K Annual Report

Filed: Aug 11, 2025
Information Technology
Electronic Components & AccessoriesSEC EDGAR

MERCURY SYSTEMS INC (MRCY) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Aug 11, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

MERCURY SYSTEMS INC FY2025 10-K Analysis

Business Overview

  • Core business: Mission-critical edge processing solutions for aerospace and defense markets
  • New international business unit launched with facilities in U.K., Spain, Switzerland to expand global footprint
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Management Discussion & Analysis

  • Revenue $912.0M, up 9.2% YoY from $835.3M; point in time revenue up $112.3M, over time revenue down $35.5M
  • Gross margin 27.9% vs 23.5%, up 440 bps driven by $21.1M net EAC change and $16.4M lower manufacturing adjustments
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Risk Factors

  • Regulatory risk: Impact of One Big Beautiful Bill Act (OBBBA) enacted July 4, 2025, affecting tax provisions, to reflect in fiscal 2026 results
  • Macroeconomic risk: $90.1 million decline in working capital during fiscal 2025 due to unbilled receivables and deferred revenue conversion
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MERCURY SYSTEMS INC FY2025 Key Financial Metrics
XBRL

Revenue

$912M

+9.2% YoY

Net Income

-$38M

+72.5% YoY

Gross Margin

27.9%

+445bp YoY

Operating Margin

-2.2%

+1554bp YoY

Net Margin

-4.2%

+1232bp YoY

ROE

-2.6%

+677bp YoY

Total Assets

$2.4B

+2.3% YoY

EPS (Diluted)

$-0.65

+72.7% YoY

Operating Cash Flow

$139M

+130.0% YoY

Source: XBRL data from MERCURY SYSTEMS INC FY2025 10-K filing on SEC EDGAR. All figures in USD.

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