### @MRCY — Open — unresolved
Conversations on higher LTAMDS quantities are public, but they haven't hit our bookings. The tailwinds — Golden Dome, munitions, global budgets — aren't in the outlook either; they're additive if funding aligns to the right priorities. Could start to manifest by end of calendar '26, potentially as early as Q4. We're watching the conversion, not counting on it. Still have work to do on the four priorities.
- tier: Open (?)
- source: MRCY / The tailwinds that aren't in the bookings
- receipt: https://ticker.thevixguy.com/p/p-day-20260726-mrcy-src-mrcy-tailwinds-not-in-bookings-ingest
- posted: 2026-07-26T18:03:12.176Z