Mercury Systems Inc · NASDAQ:MRCY
Mercury Systems — Baird 47th Annual Global Industrial Conference (November 2017)
8 slides from Mercury Systems's conference presentation, Nov 8, 2017
Slide 1: Baird 47th Annual Global Industrial Conference
Baird 47th Annual Global Industrial Conference Mark Aslett President and CEO Gerry Haines Executive Vice President and CFO November 8, 2017 © 2017 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 relating to fiscal 2018 business performance and beyond and the Company’s plans for growth and improve
Slide 3: Pioneering a next generation defense electronics company
Pioneering a next generation defense electronics company… • Operate high-tech commercial business model • Secure sensor and safety critical processing subsystems • Serving defense Prime contractor outsourcing needs • Deployed on 300+ programs with 25+ Prime contractors • FY17 $408.6M revenue; Growth
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...
Acquisitions have transformed Mercury into a commercial… Aerospace and Defense • Acquired capabilities Electronic Subsystem significantly expand MISSION PROCESSING addressable market MISSION PROCESSING SENSOR PROCESSING * • Moved up the value chain SENSOR PROCESSING DIGITIZATION * • Model facilitate
Slide 6: Sensor & Effector Mission Systems
We are deployed on 300+ programs with 25+ Primes Aerospace & Defense Platform and Systems Electronics Content P-8 MMA F-35 AH-64 Apache KC-46 A330 MRTT C4I F-16 Reaper/Gorgon Stare Triton Patriot Aegis Sensor & Effector Mission Systems F-15 C-130 Global Hawk Badger/Buzzard SEWIP SDB II PGK MALD-J Pa
Slide 7: Strong performance continues into FY18
Strong performance continues into FY18 LTM Q1 ’18 vs. LTM Q1 ‘17 Bookings Revenue 39% 43% Backlog $455M $427M 22% Net Income Adj. EBITDA $361M 88% 58% $39M $101M Notes: Revenue growth for last twelve months ending September 30, 2017 vs. last twelve months ending September 30, 2016. LTM figures are b
Slide 8: Mercury's financial profile puts it in a unique category
Mercury’s financial profile puts it in a unique category ALL NYSE AND NASDAQ COMPANIES WITH MARKET CAPITALIZATION BETWEEN $750mm - $3bn 1,091 LTM based on most recently reported quarters Companies EBITDA Margin 24% >20% Adj. EBITDA LTM 315 Companies Revenue CAGR 21% >10% 4-Year 4-Year CAGR 101 Compa
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