William Ballhaus

Chairman & Chief Executive Officer, MERCURY SYSTEMS INC

Search every verified William Ballhaus interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. In November 2025, William Ballhaus, Chairman and CEO of Mercury, participated in Baird's 55th annual Global Industrial Conference in Chicago alongside CFO Dave Farnsworth. During the event, Ballhaus discussed Mercury's business outlook, including a record backlog, industry trends, business expansion, increased production, and fiscal year objectives. He characterized the demand environment as benefiting from "tailwinds" both domestically and globally, citing factors such as the Golden Dome initiative, growing domestic defense budgets approaching a trillion dollars, and a shift in defense budget allocation toward technology and capabilities rather than services. Ballhaus also addressed the company's financial performance, noting that adjusted EBITA margins expanded by more than 500 basis points year-over-year to 15.8%. He stated that Mercury averaged 17.4% EBITA margins over the last two quarters, compared to 10% in Q1, attributing the improvement to a focus on completing lower-margin legacy programs and adding new programs at expected margin levels. He expressed optimism about future growth tied to high-performance processing at the edge, including AI and machine learning applications in defense platforms.