Core Viewpoint - V2X Inc. is a smaller defense contractor with significant growth potential, driven by strong earnings performance, a major contract with the U.S. Air Force, and proactive capital allocation strategies [1][2][7]. Financial Performance - V2X reported a 60% year-over-year improvement in adjusted earnings per share (EPS) to $1.33, exceeding analyst expectations by 33 cents [3]. - Adjusted EBITDA increased by 14% year-over-year, and adjusted operating cash flow reached $58.3 million, indicating financial flexibility [5]. - The total backlog at the end of the quarter was $11.3 billion, reflecting high demand for V2X's services [5]. Contracts and Opportunities - V2X secured a landmark contract valued at $4.3 billion with the U.S. Armed Forces to provide supply support for over 700 T-6 training aircraft, which is expected to significantly boost growth [7][8]. - The company has a three-year pipeline exceeding $50 billion, which should support continued improvement in various financial metrics [4]. Strategic Initiatives - V2X announced a $100 million share repurchase plan as part of its capital allocation strategy to enhance shareholder value [9]. - The company plans to acquire a specialized data engineering and cyber solutions business, which will expand its capabilities in the cyber domain and potentially lead to new contracts [10][11]. Analyst Ratings and Market Outlook - Nine out of twelve analysts rate V2X shares as a Buy, with a consensus price target of $63.36, indicating a potential upside of 7.51% from the current price of $58.94 [9][12]. - Analysts expect an additional 15% earnings growth in the next year, suggesting a positive outlook for V2X in the defense sector [12].

Core Viewpoint - V2X (VVX) is currently viewed as a better value opportunity compared to MeridianLink (MLNK) based on various valuation metrics and earnings outlook improvements [1][3][7] Valuation Metrics - VVX has a forward P/E ratio of 12.32, significantly lower than MLNK's forward P/E of 55.98 [5] - The PEG ratio for VVX is 0.66, indicating better value relative to its expected earnings growth, while MLNK has a PEG ratio of 1.89 [5] - VVX's P/B ratio stands at 1.79, compared to MLNK's P/B of 3.89, further highlighting VVX's relative undervaluation [6] Earnings Outlook - VVX has experienced stronger estimate revision activity, suggesting a more favorable earnings outlook compared to MLNK [3][7] - The Zacks Rank for VVX is 2 (Buy), while MLNK holds a Zacks Rank of 3 (Hold), indicating a stronger investment case for VVX [3]

Core Insights - V2X has appointed Stan Budraitis as Vice President of Business Development for Army Aviation Programs, bringing 35 years of experience as a U.S. Army Aviator [1][2] - Budraitis previously served as Deputy Commanding General at the U.S. Army Aviation Center of Excellence and has extensive leadership experience in Army aviation [2][3] - His operational expertise and strategic insight are expected to enhance V2X's support for Army aviation customers and expand mission-critical capabilities [3] Company Overview - V2X specializes in innovative solutions that integrate physical and digital environments, focusing on enhancing readiness, optimizing resource management, and boosting security [4] - The company operates across national security, defense, civilian, and international markets, employing approximately 16,000 professionals globally [4] - V2X leverages AI and machine learning to address complex challenges across various operational domains [4]

Core Insights - V2X Inc. has announced an acquisition of a specialized data engineering, intel mission support, and cyber solutions business, enhancing its capabilities in the national security sector [1][3] - The acquisition is valued at approximately $24 million and aims to expand V2X's reach within the National Intelligence Program budget [2][3] Company Strategy - The acquisition aligns with V2X's strategic growth objectives, allowing the company to pursue a greater share of opportunities in the Intelligence Community [2][6] - The integration of approximately 70 skilled professionals into V2X is expected to enhance its ability to deliver improved mission solutions across all operational domains [3][6] Market Position - This move positions V2X as a leader in data-enabled mission solutions, reinforcing its commitment to national security and innovation [3][4] - The company aims to enhance its national security portfolio by integrating the acquired business in the coming months [3]

Core Viewpoint - V2X is a small-cap defense company that has recently secured significant contracts from the Pentagon, making it a potential value stock in the defense sector [1][3]. Group 1: Company Overview - V2X was formed from the merger of Vectrus and Vertex Aerospace in 2022 [1]. - The company has a market capitalization of $1.8 billion, which appears low given its recent contract wins [8]. Group 2: Recent Contracts - On July 31, V2X was awarded a $4.3 billion contract for the T-6 training jet aircraft, which will be distributed over the next 10 years [4]. - In addition, V2X secured a $3.7 billion contract last year to provide readiness capabilities to the U.S. Army [5]. - The total value of contracts won by V2X in the last two years amounts to $8 billion [7]. Group 3: Financial Performance - V2X reported $4.3 billion in revenue last year, reflecting a 9% increase from 2023 [8]. - The company earned less than $35 million in profit, resulting in a net profit margin of less than 1% [9]. - Analysts estimate that V2X could earn up to $73 million this year and generate $135 million in positive free cash flow [10]. Group 4: Future Outlook - There is potential for V2X to improve its profit margins and accelerate earnings growth, with forecasts suggesting per-share profits may double over the next three years [12]. - The company is expected to benefit from cost synergies as the merger matures [10].

Core Viewpoint - V2X, Inc. announced the sale of 2.0 million shares of its common stock by Vertex Aerospace, with V2X not participating in the sale and not receiving any proceeds from it [1] Group 1: Offering Details - The offering is underwritten by RBC Capital Markets, which will sell the shares through various methods including direct sales and brokerage transactions on the New York Stock Exchange [2] - V2X has agreed to repurchase 200,000 shares from the underwriter at the same price paid by RBC Capital Markets for the shares sold by Vertex Aerospace, using cash on hand for this repurchase [3] Group 2: Ownership and Governance Changes - After the offering, Vertex Aerospace will own approximately 32.3% of V2X's outstanding common stock, totaling 10,167,286 shares [4] - Following the transaction's closing, two directors designated by Vertex Aerospace will resign from V2X's Board of Directors by the 2026 Annual Meeting, and Vertex Aerospace will have limited rights regarding board committee designations and certain corporate actions [4] Group 3: Regulatory Information - A registration statement for the offering was declared effective by the SEC on September 12, 2022, and the offering will be conducted according to the prospectus contained in that registration statement [5]

Core Viewpoint - V2X, Inc. announced the sale of 2.0 million shares of its common stock by Vertex Aerospace, with V2X not participating in the sale and not receiving any proceeds from it [1] Group 1: Offering Details - Vertex Aerospace is the sole underwriter for the offering, which will be conducted through various methods including direct sales and brokerage transactions on the New York Stock Exchange [2] - The offering is expected to close on or about August 11, 2025, subject to customary closing conditions [1] Group 2: Share Repurchase Agreement - V2X has agreed to repurchase 200,000 shares of its common stock from the underwriter at the same price paid to Vertex Aerospace [3] - The repurchase will be funded with cash on hand [3] Group 3: Ownership and Governance Changes - After the offering, Vertex Aerospace will own approximately 32.3% of V2X's outstanding common stock, totaling 10,167,286 shares [4] - Following the transaction, two directors designated by Vertex Aerospace will resign from V2X's Board of Directors by the 2026 Annual Meeting of Shareholders [4] - Vertex Aerospace will have limited rights regarding the designation of directors and will lose consent rights over certain corporate actions [4] Group 4: Regulatory Information - A registration statement related to the shares was declared effective by the SEC on September 12, 2022, and the offering will be made by means of the written prospectus contained therein [5]

V2X (VVX) came out with quarterly earnings of $1.33 per share, beating the Zacks Consensus Estimate of $1 per share. This compares to earnings of $0.83 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +33.00%. A quarter ago, it was expected that this government services company would post earnings of $0.92 per share when it actually produced earnings of $0.98, delivering a surprise of +6.52%.Over the last four quarters, the com ...

| Metric | | Q2 2025 | Q2 2025 Estimate | Q2 2024 | | Y/Y Change | | --- | --- | --- | --- | --- | --- | --- | | EPS (Non-GAAP) | $1.33 | | $0.97 | $0.83 | | 60.2 % | | EPS (GAAP) | $0.70 | | | ($0.21) | | NM | | Revenue | $1.08 | billion | N/A | $1.07 | billion | 0.9 % | | Adjusted EBITDA | $82.4 | million | | N/A | | N/A | | Adjusted Net Income | $42.3 | million | | $26.3 | million | 60.8 % | V2X (VVX 3.08%) is a global government services company focused on mission-critical support for defense, security, ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): August 4, 2025 V2X, Inc. (Exact Name of Registrant as Specified in Its Charter) | Indiana | | --- | | (State or Other Jurisdiction of Incorporation) | 001-36341 38-3924636 (Commission (IRS Employer File Number) Identification No.) 1875 Campus Commons Drive, Suite 305 Reston, VA 20191 (Address o ...