| 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 ...

Core Points - V2X, Inc. has been awarded a $4.3 billion contract by the U.S. Air Force for supply services related to the T-6 aircraft [1][2] - The contract aims to ensure safe, flyable aircraft to meet the operational needs of the U.S. Air Force, Navy, and Army [2] - The work is expected to be completed by July 2034 and will take place at various military bases across the United States [3] Company Overview - V2X integrates physical and digital environments to enhance mission readiness and optimize resource management [4] - The company employs approximately 16,000 professionals and focuses on national security, defense, civilian, and international markets [4] - V2X utilizes AI and machine learning to address challenges across all operational domains [4]

Core Insights - The global automotive V2X market is projected to grow at an annual rate of 25.1% from 2024 to 2031, reaching a size of US$2.3 billion by 2031 [1][3] - The report by Stratview Research provides a comprehensive outlook on the global and regional automotive V2X market, including trends, segment analysis, and competitive landscape [2] Market Statistics - Market size in 2024 is estimated at US$0.5 billion, with a cumulative sales opportunity of US$27.48 billion from 2024 to 2031 [3] - The leading technology type is DSRC, while integrated V2X is expected to dominate communication types [3][6] Segment Insights - The automotive V2X market is segmented into DSRC and C-V2X, with DSRC currently dominant in Europe and C-V2X expected to take over in the USA post-2024 due to FCC agreements [6] - Integrated V2X communication, which includes V2V, V2I, V2P, and V2N, is anticipated to provide comprehensive solutions for enhanced road safety and traffic optimization [7] Regional Insights - Europe is expected to remain the largest market for automotive V2X, driven by strict safety regulations, early DSRC adoption, and strong investments in smart city initiatives [8][11] - The Asia-Pacific region is projected to experience rapid growth due to government initiatives, demand for connected vehicles, and investments in intelligent transportation infrastructure [8] Market Drivers - Key drivers include growing demand for connected and autonomous vehicles, increasing safety concerns, and government support for smart infrastructure [12] - Rapid deployment of 5G networks is essential for enabling real-time, high-bandwidth V2X communications [12] Competitive Landscape - Top companies identified in the automotive V2X market include Harman International, LG Electronic Vehicle Solution, NXP Semiconductor, JOYNEXT, Robert Bosch GmbH, DENSO Corporation, and Continental AG [12]

Core Viewpoint - V2X (VVX) is anticipated to report a year-over-year increase in earnings despite lower revenues, which could significantly influence its near-term stock price depending on how actual results compare to consensus estimates [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on August 4, with a consensus estimate of $1.00 per share, reflecting a year-over-year increase of +20.5%. Revenues are projected to be $1.04 billion, down 3.1% from the previous year [3][2]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not significantly altered their initial projections during this period [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that V2X has a positive Earnings ESP of +4.17%, suggesting analysts have recently become more optimistic about the company's earnings prospects. However, the stock holds a Zacks Rank of 4, complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, V2X was expected to earn $0.92 per share but exceeded expectations with earnings of $0.98, resulting in a surprise of +6.52%. Over the last four quarters, the company has beaten consensus EPS estimates three times [13][14]. Conclusion - While V2X does not appear to be a strong candidate for an earnings beat, it is essential for investors to consider other factors when making decisions regarding the stock ahead of the earnings release [17].

Core Points - V2X, Inc. will report its second quarter 2025 financial results on August 4, 2025, after market close [1] - A conference call with senior management will take place at 4:30 p.m. ET on the same day [1] - The company provides innovative solutions that integrate physical and digital environments, enhancing mission readiness and resource management [4] Financial Reporting - The second quarter 2025 financial results will be disclosed after market close on August 4, 2025 [1] - A live webcast and slide presentation will be available for investors [2] Conference Call Details - U.S. participants can dial 877-300-8521, while international participants can call 412-317-6026 to join the conference call [2] - A replay of the conference call will be available on the V2X website for one year and via telephonic replay until August 18, 2025 [3] Company Overview - V2X employs approximately 16,000 professionals and focuses on national security, defense, civilian, and international markets [4] - The company utilizes AI and machine learning to address challenges across various operational domains [4]

Core Insights - V2X Inc (VVX), formerly known as Vectrus Inc, provides critical mission solutions to defense customers globally, focusing on facility and logistics services, training, IT, and network communications services [3][4] - The company operates in North America, Asia, Europe, and the Middle East, with its headquarters located in Reston, Virginia, USA [4] Company Overview - V2X offers a range of services including maintenance, transportation, distribution, supply of rations, health services support, and personnel services [3] - Engineering and digital integration services provided by V2X include supportability risk assessment and rapid reaction tunnel detection [4] Strategic Analysis - The SWOT analysis in the profile highlights the company's strengths, weaknesses, opportunities, and threats, providing a comprehensive view of its strategic position [5][7] - The profile includes detailed information about the company's operations, business structure, major products and services, and key competitors [5][6] Financial Insights - The profile presents financial ratios for the past five years, covering revenue trends, profitability, growth, margins, liquidity, and efficiency ratios [7] - Interim financial ratios for the last five interim periods are also included, offering insights into the company's financial performance over time [6][7] Competitive Landscape - Key competitors mentioned in the report include KBR Inc., Leidos Holdings Inc., General Dynamics Information Technology Inc., and Lockheed Martin Corp, among others [10]

Core Insights - V2X Inc. has announced a collaboration with Bell Textron Inc. to begin strategic planning for the U.S. Army's Flight School Next program, which aims to modernize Army aviator training [1][2] - The Flight School Next program is based at Fort Novosel, Alabama, and is essential for training all Army aviators, contributing to overall Army aviation readiness [2] - V2X will provide maintenance and readiness support for the Bell 505 helicopter, which is designed for efficiency and reliability in training environments [4] Company Overview - V2X specializes in integrating physical and digital environments to enhance mission readiness, optimize resource management, and improve security across various markets, including national security and defense [5] - The company employs approximately 16,100 professionals and leverages AI and machine learning to address complex challenges in operational domains [5]

Core Insights - V2X Inc. has been awarded a contract under the U.S. Army's Live Training, Ranges, and Combat Training Centers (LTRaC) program, which is a significant opportunity for the company to enhance its role in military training systems [1][2] - The LTRaC contract has a ceiling value of $379 million over an eight-year period, indicating a substantial financial commitment from the U.S. Army [4] Group 1 - The LTRaC contract will modernize and enhance major range and Combat Training Center instrumentation systems, supporting live fire ranges and training environments [2][3] - V2X's CEO highlighted that this contract completes a series of key Army training contracts, reinforcing the company's comprehensive support for military training [3] - The scope of the LTRaC contract includes technology refresh efforts, modernization initiatives, and new system delivery for live training systems [3] Group 2 - V2X employs approximately 16,000 professionals and integrates AI and machine learning capabilities to enhance mission success across various operational domains [5] - The company focuses on aligning people, actions, and technology to optimize resource management and boost security in national security and defense sectors [5]

RESTON, Va., May 12, 2025 /PRNewswire/ -- V2X, Inc. (NYSE:VVX) today announced that its Board of Directors has approved a share repurchase program under which the Company may purchase, from time to time, up to $100 million of the Company's common stock for a three-year term ending on May 12, 2028. Jeremy C. Wensinger, President and Chief Executive Officer of V2X stated, "We are excited to announce a $100 million share repurchase program, which reflects the strength in our business and our commitment to enha ...