Core Insights - Mercury Systems (MRCY) reported revenue of $225.21 million for the quarter ended September 2025, marking a year-over-year increase of 10.2% and an EPS of $0.26 compared to $0.04 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $207.02 million, resulting in a surprise of +8.78%, while the EPS surprise was +225% against a consensus estimate of $0.08 [1] Financial Performance Metrics - Net Revenue from Sensor & Effector - Radar was $30.19 million, which is -10.6% year-over-year and below the estimated $36.94 million [4] - Net Revenue from Sensor & Effector - Electronic Warfare was $21 million, representing a -20.3% change compared to the year-ago quarter and below the estimated $25.52 million [4] - Net Revenue from Other was $32.79 million, slightly below the average estimate of $33.95 million, with a year-over-year change of +0.3% [4] - Total Net Revenue from Sensor & Effector was $80.95 million, down -6.4% year-over-year and below the estimated $85.52 million [4] - Net Revenue from C4I was $111.47 million, significantly above the average estimate of $86.12 million, reflecting a +30.7% year-over-year change [4] - Net Revenue from Sensor & Effector - Other Sensor & Effector was $29.77 million, exceeding the estimated $23.07 million, with a +12.9% change compared to the year-ago quarter [4] Stock Performance - Shares of Mercury Systems have returned -7.4% over the past month, contrasting with the Zacks S&P 500 composite's +2.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Mercury Systems (MRCY) reported revenue of $273.11 million for the quarter ended June 2025, marking a year-over-year increase of 9.9% and exceeding the Zacks Consensus Estimate of $241.71 million by 12.99% [1] - The company achieved an EPS of $0.47, significantly higher than the $0.23 reported a year ago, resulting in an EPS surprise of 123.81% compared to the consensus estimate of $0.21 [1] Revenue Performance by Segment - Net Revenue from Sensor & Effector - Radar was $52.96 million, surpassing the two-analyst average estimate of $46.2 million, with a year-over-year change of +26.4% [4] - Net Revenue from Sensor & Effector - Electronic Warfare was $25.23 million, below the estimated $37.91 million, reflecting a year-over-year decline of -33.9% [4] - Net Revenue from Other was $38.98 million, exceeding the average estimate of $23.6 million, with a year-over-year increase of +15.8% [4] - Total Net Revenue from Sensor & Effector was $106.48 million, lower than the $117.24 million average estimate, representing a year-over-year decrease of -9.5% [4] - Net Revenue from C4I reached $127.64 million, exceeding the average estimate of $100.6 million, with a year-over-year increase of +31.2% [4] - Net Revenue from Sensor & Effector - Other Sensor & Effector was $28.3 million, below the estimated $33.14 million, showing a year-over-year decline of -24.7% [4] Stock Performance - Shares of Mercury Systems have returned +3.7% over the past month, outperforming the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]