Added to YB: 2026-08-18
Pitch date: 2026-08-16
MRLN [neutral]
Merlin, Inc.
-5.73%
current return
Author Info
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Company Info
Merlin, Inc., an aerospace and defense technology company, develops AI-powered autonomous flight software and systems for aircraft in the United States and New Zealand.
Market Cap
$377.7M
Pitch Price
$3.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
-3.96
P/E
-0.07
EV/Sales
52.95
Sector
Aerospace and Defense
Category
N/A
MRLN: Reconstructing the USSOCOM IDIQ task order scope
MRLN (earnings): Q2 2026 rev $2.2M badly missed author's $8-9M est. Post-mortem: ~$4-6M of USSOCOM C-130J integration scope was removed/deferred from IDIQ task order in Q1 (RPO fell $5.3M, loss provision cut $2.45M). PDR/CDR done; work shifted to new order. CFO guides $4-6M H2 rev.
Read full article (7 min)