MRCY

Mercury Systems Inc

research_scan theme='defense-modernization'; value_chain_position='picks-and-shovels'; Rugged compute / radar / EW module supplier at the intersection of chips-compute and defense-modernization. Beneficiary of the classified programs $12.1B line and the airborne-targeting/space-networks $4B line in the July 2026 supplemental. Sells into every prime radar and ISR system; the durability read is on Golden Dome MEO tracking-sat AMDT3 build-out.