Every material Form 8-K Mercury Systems filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
At its October 28, 2026 annual meeting, Mercury Systems shareholders elected Jean Bua, Gerard J. DeMuro, and Scott Ostfeld as Class II directors for three-year terms ending in 2029, and approved an advisory say-on-pay vote and the ratification of KPMG LLP as auditor for fiscal 2027. The board also elected William L. Ballhaus as Chairman and Barry R. Nearhos as Lead Independent Director, and set its committee assignments for the coming year.
Director votes for: Bua 50,797,517; DeMuro 50,807,272; Ostfeld 49,338,401, with Ostfeld also receiving 6,702,156 withheld votes
Advisory say-on-pay vote: 49,014,946 for and 7,002,993 against
KPMG LLP ratified for fiscal 2027: 56,919,146 for and 1,168,395 against
Board on October 28, 2026 named William L. Ballhaus Chairman and Barry R. Nearhos Lead Independent Director
Mercury Systems said its independent directors approved Amendment No. 2 extending Chairman and CEO William L. Ballhaus's employment agreement to August 15, 2030, with the rest of the agreement unchanged. The company also reaffirmed the financial guidance it gave on its August 18, 2026 earnings call. The filing contains no new financial results or revised guidance, so the update mainly signals leadership continuity for shareholders.
Board approved Amendment No. 2 on September 15, 2026, extending the initial term to August 15, 2030
Ballhaus has served as Chairman and CEO for three years, according to the press release
Company reaffirmed financial guidance first provided on its August 18, 2026 earnings call
Press release issued September 16, 2026 and furnished, not filed, under Item 7.01
Mercury Systems reported fourth-quarter and fiscal 2026 results for the period ended July 3, 2026. Revenue grew, and bookings and backlog hit company records, but fourth-quarter GAAP net income fell to $1 million from $16 million a year earlier, and management said it is increasing its organic growth outlook without giving new figures.
Q4 fiscal 2026 revenue was $290 million, up from $273 million; bookings were $660 million, up 93.1%
Q4 GAAP diluted EPS was $0.01 versus $0.27 a year earlier; adjusted EBITDA was $49 million versus $51 million
Full-year revenue rose to $984 million from $912 million; GAAP net loss narrowed to $30 million ($0.50 per share) from $38 million
Backlog exceeded $1.9 billion, up 38.4% year over year; management said it is increasing its outlook for organic growth
Mercury Systems reported third-quarter fiscal 2026 results, with revenue rising 11.5% to $236 million and the GAAP net loss narrowing to $3 million from $19 million a year earlier. Record bookings of $348 million and a backlog of approximately $1.6 billion point to continued demand, though free cash flow was negative at $(2) million for the quarter.
Revenue of $236 million for the quarter ended March 27, 2026, up from $211 million a year earlier
Bookings of $348 million, a book-to-bill ratio of 1.48, and backlog of approximately $1.6 billion, up approximately $240 million year over year
GAAP net loss of $3 million, or $0.04 per share, compared with a net loss of $19 million, or $0.33 per share, a year earlier
Adjusted EBITDA of $36 million, up from $25 million, while free cash flow was $(2) million versus $24 million a year earlier
Mercury Systems reported second-quarter fiscal 2026 results for the period ended December 26, 2025. Revenue rose to $233 million from $223 million a year earlier, and the GAAP net loss narrowed to $15 million, or $0.26 per share, from $18 million, or $0.30 per share. Cash flow weakened: free cash flow was $46 million, down from $82 million, and the filing gives no revenue or earnings guidance.
Q2 bookings were $288 million, up 18.6% year over year, with a book-to-bill of 1.23
Backlog reached $1.5 billion at December 26, 2025, up 8.8% year over year
Adjusted EBITDA was $30 million, up from $22 million, and adjusted EPS was $0.16 versus $0.07
Operating cash flow was $52 million versus $85 million, and free cash flow was $46 million versus $82 million
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Mercury Systems filing is on SEC EDGAR ↗. 8-K briefs of other companies →