Public companies › MRCY
Mercury Systems MRCY · NASDAQ
Government aviation-parts contract record, attributed to 4 vendor units (CAGE codes) owned by Mercury Systems. Data only; not investment advice.
$10.5M
obligated, last 52 weeks
+1421%
vs prior 52 ($693K)
21
contract actions, 52 weeks
—
obligated, last 90 days
Outlook, next month
— No lean
Weeks like this one (3221 cases) have not been followed by a consistent move either way: +0.8% versus the sector, ahead 51% of the time. Historical tendency of similar weeks, not a forecast and not advice.
Flow Score
week of 2026-09-21 · same for every reader · method and track recordContract flow this week: normal · last month: flat · FAA directives: none
In mid-caps, weeks like this (3221 cases since 2012) were followed by +0.8% excess return over the next 20 trading days versus the aerospace ETF, ahead 51% of the time; ordinary weeks +0.4%.
A description of the current state of public contracting data and its measured history. Not a recommendation to buy, sell or hold anything.
Our current read
frozen September 23 · scored after 20 trading days (about October 21)
51% chance Mercury Systems beats the aerospace sector over the next 20 trading days; expected excess move +0.8%. In words: about as likely as not to beat the sector.
Based on 3,217 comparable weeks since 2012 (same company size, same contract-flow level: normal), pulled toward 50% when the evidence is thin. This number was written down on September 23 and cannot be changed; it is scored against the actual price when the horizon arrives.
Our record on MRCY: no scored calls yet; the first score lands about four weeks after the first read.
A probability, not a recommendation. Every read we have ever made, and how it turned out, is on the research page.
How to read this, in plain terms
The idea. Every week the government signs contracts for aircraft parts, and we know which company won them. When a company suddenly wins far more than its usual week, a natural question is whether its stock tends to move in the weeks after. We measured that for every company on this site, every week since 2012, and this box reports what we found for weeks that look like the current one.
Outlook is the answer in three words. ▲ Leaning higher means that in past weeks like this one, stocks of this size usually went on to beat the aerospace sector over the following month, and did so often enough and by enough that it is unlikely to be chance. ▼ Leaning lower is the reverse. — No lean means the record shows no consistent move either way, which is the honest answer most weeks and for most of the largest companies.
Flow Score is the current week in words: whether this company's contract flow is unusually strong, normal or weak compared with its own past year; whether it is rising or falling over the last month; and whether the FAA has recently issued directives against its products.
What it is not. A tendency in past data, not a forecast, and not a recommendation. Sample sizes are shown so you can weigh it yourself; a lean built on 400 cases means more than one built on 40. Stocks move for many reasons that have nothing to do with parts contracts. Use this as one input, alongside everything else you know.
The weeks behind this outlook (3221 comparable weeks; the 40 most recent shown)
Every week since 2012 in which a company of this size had contract flow in the same state as Mercury Systems has now. “Next month” is how the stock did against the aerospace sector over the following 20 trading days.
| Week of | Company | Contract flow that week | vs. its normal | Next month |
|---|---|---|---|---|
| 2026-08-17 | Curtiss-Wright | — | about normal | trailed by 2.3% |
| 2026-08-17 | Moog | — | about normal | beat by 9.6% |
| 2026-08-17 | AeroVironment | — | about normal | beat by 17.8% |
| 2026-08-17 | Mercury Systems | — | about normal | beat by 2.6% |
| 2026-08-17 | SAIC | — | about normal | beat by 13.7% |
| 2026-08-17 | Woodward | — | about normal | beat by 4.1% |
| 2026-08-17 | Ducommun | — | about normal | beat by 4.1% |
| 2026-08-17 | Kratos | — | about normal | trailed by 1.3% |
| 2026-08-17 | Elbit Systems | — | about normal | beat by 12.3% |
| 2026-08-10 | Woodward | — | about normal | beat by 1.9% |
| 2026-08-10 | AeroVironment | — | about normal | beat by 7.6% |
| 2026-08-10 | SAIC | — | about normal | beat by 16.8% |
| 2026-08-10 | Curtiss-Wright | — | about normal | trailed by 2.7% |
| 2026-08-10 | Moog | — | about normal | trailed by 0.5% |
| 2026-08-10 | Kratos | — | about normal | trailed by 8.3% |
| 2026-08-10 | Mercury Systems | — | about normal | trailed by 1.9% |
| 2026-08-10 | Ducommun | — | about normal | trailed by 3.8% |
| 2026-08-10 | VSE Corporation | — | about normal | trailed by 11.0% |
| 2026-08-10 | Elbit Systems | — | about normal | beat by 12.5% |
| 2026-08-03 | VSE Corporation | — | about normal | trailed by 7.4% |
| 2026-08-03 | Kratos | — | about normal | trailed by 13.2% |
| 2026-08-03 | Ducommun | — | about normal | trailed by 3.8% |
| 2026-08-03 | AeroVironment | — | about normal | trailed by 10.9% |
| 2026-08-03 | Woodward | — | about normal | beat by 5.1% |
| 2026-08-03 | SAIC | — | about normal | beat by 15.2% |
| 2026-08-03 | Mercury Systems | — | about normal | trailed by 14.7% |
| 2026-08-03 | Moog | — | about normal | trailed by 1.2% |
| 2026-08-03 | Curtiss-Wright | — | about normal | trailed by 9.4% |
| 2026-08-03 | Elbit Systems | — | about normal | beat by 6.1% |
| 2026-07-27 | AeroVironment | — | about normal | trailed by 2.0% |
| 2026-07-27 | Mercury Systems | — | about normal | trailed by 11.7% |
| 2026-07-27 | Moog | — | about normal | beat by 0.9% |
| 2026-07-27 | VSE Corporation | — | about normal | beat by 2.6% |
| 2026-07-27 | Kratos | — | about normal | trailed by 2.2% |
| 2026-07-27 | Ducommun | — | about normal | trailed by 2.2% |
| 2026-07-27 | Elbit Systems | — | about normal | trailed by 6.5% |
| 2026-07-27 | Curtiss-Wright | — | about normal | trailed by 13.5% |
| 2026-07-27 | SAIC | — | about normal | beat by 17.2% |
| 2026-07-27 | Woodward | — | about normal | beat by 1.4% |
| 2026-07-20 | Curtiss-Wright | — | about normal | trailed by 8.9% |
Mercury Systems itself, in this state before: 274 weeks, beat the sector 49% of the time, +0.5% on average.
One square per past week, most recent first; green beat the sector, red trailed. Hover for the week and the number. Too few squares to lean on is a fair reading; the size-class record above is the larger sample.
Did big contract weeks lead anywhere? The last two years
Each week's contract flow (line) and what the stock then did over the following month compared with the aerospace sector (bars).
What to look for: if the dots are usually followed by green bars, big contract weeks have tended to lead somewhere for this company; if the bars under the dots are as often red as green, they have not.
Weekly obligations, this year against last
FPDS aviation-parts actions, all agencies, by signing week.
Units that win
- MERCURY MISSION SYSTEMS LLC 0AZ36$10.7M · 17
- MERCURY SYSTEMS INC 3X893— · 1
- MERCURY MISSION SYSTEMS, LLC 8MBV3— · 0
- MERCURY MISSION SYSTEMS LLC 096Y5— · 3
What they win, by supply class
Latest contract actions
Each row is one FPDS action. Click the stock number for its page, the part number for sellers, the unit for its vendor record, or the PIID for the award on FPDS. $0 is a modification that moved no money.
| Signed | Agency | Item | NSN | Unit | Obligated | Record |
|---|---|---|---|---|---|---|
| 2026-06-11 | DEPT OF DEFENSE | THE PURPOSE OF THIS MODIFICATION IS TO UPDATE FOB TERMS AND SECTION E | — | 0AZ36 | $0 | FPDS → |
| 2026-06-03 | DEPT OF DEFENSE | PMA 261 CH-53K | — | 0AZ36 | $2.2M | FPDS → |
| 2026-06-03 | DEPT OF DEFENSE | PMA 276 H-1 | — | 0AZ36 | $789K | FPDS → |
| 2026-05-21 | DEPT OF DEFENSE | THE PURPOSE OF THIS MODIFICATION IS TO ADD THE CAS CLAUSE AND UPDATE SECTION F | — | 0AZ36 | $0 | FPDS → |
| 2026-05-07 | DEPT OF DEFENSE | THIS REQUIREMENT IS TO PROVIDE COCKPIT MANAGEMENT UNITS (CMU), AVIONICS SOFTWARE SUPPORT AND INTEGRATION, CMU TRAINING, | — | 096Y5 | $0 | FPDS → |
| 2026-04-23 | DEPT OF DEFENSE | THIS REQUIREMENT IS TO PROVIDE COCKPIT MANAGEMENT UNITS (CMU), AVIONICS SOFTWARE SUPPORT AND INTEGRATION, CMU TRAINING, | — | 096Y5 | $127K | FPDS → |
| 2026-04-09 | DEPT OF DEFENSE | THE PURPOSE OF THIS NO COST MODIFICATION IS TO UPDATE THE GFP ATTACHMENT IN SECTION J | — | 0AZ36 | $0 | FPDS → |
| 2026-03-24 | DEPT OF DEFENSE | F-15 DATA TRANSFER MODULE (DTM) II MERCURY MISSION SYSTEMS PRODUCTION. | — | 0AZ36 | — | FPDS → |
| 2026-03-10 | DEPT OF DEFENSE | STOP WORK ORDER | — | 0AZ36 | $0 | FPDS → |
| 2026-02-13 | DEPT OF DEFENSE | THE PURPOSE OF THIS NO COST MODIFICATION IS TO UPDATE THE PART NUMBER FOR CLIN 0004 | — | 0AZ36 | $0 | FPDS → |
| 2026-02-04 | DEPT OF DEFENSE | 8511903183 ASSEMBLY,USB CABLE | — | 0AZ36 | $5K | FPDS → |
| 2026-01-20 | DEPT OF DEFENSE | MODIFICATION OF A PREVIOUSLY AWARDED DELIVERY ORDER | — | 0AZ36 | $0 | FPDS → |
| 2026-01-15 | DEPT OF DEFENSE | ENCRYPTION-DECRYPTION EQUIPMENT | — | 0AZ36 | $0 | FPDS → |
| 2026-01-08 | DEPT OF DEFENSE | THE PURPOSE OF THIS MODIFICATION IS TO PROVIDE FUNDING FOR THE HDVR NEW DOOR | — | 0AZ36 | $275K | FPDS → |
| 2026-01-06 | DEPT OF DEFENSE | ADVANCED MULTI-FUNCTION DISPLAY - CY2025 | — | 0AZ36 | $93K | FPDS → |
| 2025-12-18 | DEPT OF DEFENSE | THE PURPOSE OF THIS MODIFICATION IS TO DESCOPE TESTING AND ADD ADDITIONAL UNITS | — | 0AZ36 | $0 | FPDS → |
| 2025-12-16 | DEPT OF DEFENSE | F-15 DATA TRANSFER MODULE (DTM) II MERCURY MISSION SYSTEMS PRODUCTION. | — | 0AZ36 | $7.5M | FPDS → |
| 2025-12-09 | DEPT OF DEFENSE | MODIFICATION TO EXTEND THE STOP-WORK ORDER. | — | 0AZ36 | $0 | FPDS → |
| 2025-12-03 | DEPT OF DEFENSE | THIS REQUIREMENT IS TO PROVIDE COCKPIT MANAGEMENT UNITS (CMU), AVIONICS SOFTWARE SUPPORT AND INTEGRATION, CMU TRAINING, | — | 096Y5 | — | FPDS → |
| 2025-11-20 | DEPT OF DEFENSE | ADMIN UPDATE TO INSPECTION AND ACCEPTANCE, REMOVE FACILITY CODE, AND UPDATE CAGE CODE TO CORRECT CAGE | — | 3X893 | $0 | FPDS → |
Plus 3 DLA contracts in the last 30 days, $624K in contract value (DIBBS award history, counted per contract).
FAA Airworthiness Directives naming their products, 12 months
None in the last 12 months, or this company does not hold a type certificate.
In the news
No headlines in our feeds in the last 60 days.
Attribution is by vendor name against a curated map of listed parents and known subsidiaries; joint ventures and recent acquisitions can be missed. Obligations are FPDS aviation-parts actions above the micro-purchase threshold, by signing date. This page is a record of public contracting data. It is not investment advice and PartsAndPlanes makes no recommendation about any security.
Get the daily Market Pulse
New DLA RFQs, SAM.gov notices, yesterday's awards and FAA directives, weekday mornings. Free, one click to leave.