Mercury Systems Inc · NASDAQ:MRCY
Mercury Systems — Baird 2018 Annual Global Industrial Conference
8 slides from Mercury Systems's conference presentation, Nov 7, 2018
Slide 1: Baird 2018 Annual Global Industrial Conference
Baird 2018 Annual Global Industrial Conference Mark Aslett President and CEO Michael Ruppert Executive Vice President and CFO November 7, 2018 © 2018 Mercury Systems, Inc.
Slide 2: Forward-looking safe harbor statement
Forward-looking safe harbor statement This presentation contains certain forward-looking statements, as that term is defined in the Private Securities Litigation Reform Act of 1995, including those to fiscal 2019 business performance and beyond and the Company’s plans for growth and improvement in p
Slide 3: Pioneering a next generation defense electronics company
Pioneering a next generation defense electronics company… • Proven high-tech commercial business model for A&D • Secure sensor and safety critical processing subsystems • Serving defense Prime contractor outsourcing needs • Deployed on 300+ programs with 25+ Prime contractors • 24% FY14-18 revenue C
Slide 4: Strategy delivering above average growth and profitability
Strategy delivering above average growth and profitability Focused on 1 Core Markets Focused on economic core – aerospace and defense electronics Acquired New 2 Capabilities Expanded addressable market and moved up value chain Increased 3 IR&D Spend High tech R&D investment level for aerospace and d
Slide 5: Acquisitions have transformed Mercury into a commercial A&D provider
Acquisitions have transformed Mercury into a commercial… Aerospace and Defense • Acquired capabilities Electronic Subsystem significantly expanded MISSION PROCESSING addressable market MISSION PROCESSING SAFETY & SECURITY IP • Moved up the value chain * SECURE STORAGE SENSOR PROCESSING • Model facil
Slide 6: Sensor & Effector Mission Systems
We are deployed on 300+ programs with 25+ Primes Aerospace & Defense Platform and Systems Electronics Content JLTV WIN-T KC-46 A330 MRTT Aegis C4I F-16 Reaper/Gorgon Stare Triton Patriot Aegis Sensor & Effector Mission Systems F-15 C-130 Global Hawk Badger/Buzzard SEWIP Stormbreaker PGK MALD-J Pavew
Slide 7: Mercury continues to deliver strong financial results
Mercury continues to deliver strong financial results Notes: For the fiscal year ended June 30, 2018. Bookings as reported in the Company’s earnings announcement on July 31, 2018. Other figures as reported in the Company’s Form 10-K for the fiscal year ended June 30, 2018. CAGR figures for the perio
Slide 8: Mercury's financial profile demonstrates our unique strategy
Mercury’s financial profile demonstrates our unique strategy # of Companies ALL NYSE AND NASDAQ COMPANIES WITH MARKET TIER 2 DEFENSE INDEX LTM based on most CAPITALIZATION BETWEEN $750mm - $3bn 1028 LTM based on most recently reported quarters recently reported quarters EBITDA Margin 19% 23% >20% EB
Mercury Systems — Baird 2018 Annual Global Industrial Conference on 6ix