Core Insights - The auto giant experienced a nearly threefold increase in European sales last month, indicating strong market performance [1] Sales Performance - The significant sales growth is attributed to high demand for electric and hybrid vehicles in Europe [1]

Financial Data and Key Metrics Changes - In Q4 2025, revenue increased by 5% year-over-year to a record $1.22 billion, while full-year revenue grew by 4% to $4.48 billion, hitting the upper end of guidance [6][7] - Adjusted EBITDA for Q4 was $88.7 million, a record for the company, with a full-year adjusted EBITDA of $323.3 million, representing a margin of 7.2% [7][18] - Adjusted net income for Q4 was $49.3 million, up 16% year-over-year, and adjusted diluted EPS was $1.56, reflecting a 17% increase [17][7] - The company improved its net debt by $116 million year-over-year, resulting in a net leverage ratio of 2.2 times [8][19] Business Line Data and Key Metrics Changes - Growth was primarily driven by training, Foreign Military Sales, and rapid prototyping programs [16] - The company secured two contracts valued at over $1 billion each and ten awards exceeding $100 million, indicating strong demand for mission solutions [8][9] Market Data and Key Metrics Changes - The qualified pipeline stands at over $60 billion, reflecting a 50% increase in bid velocity, with a target of an additional 30% increase in 2026 [10][11] - The Indo-Pacific market showed flat to slightly down trends, with expectations for improvement in 2026 [44] Company Strategy and Development Direction - The company is focused on leading with innovation and prioritizing investments in partnerships to deliver solutions that meet customer requirements [5][11] - Partnerships with technology leaders like Amazon Web Services and Google Public Sector aim to enhance capabilities in smart warehousing and AI solutions [12][13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's positioning for continued growth, emphasizing the importance of employee safety in fluid geopolitical situations [29][31] - The company expects revenue growth to accelerate to 6% in 2026, with adjusted EBITDA estimated at $335 million to $350 million [22][23] Other Important Information - The backlog at the end of 2025 was $11.1 billion, with funded backlog slightly improving to $2.3 billion [20][21] - The book-to-bill ratio for the trailing 12 months was 0.9, with expectations to exceed 1 in 2026 [22] Q&A Session Summary Question: Revenue and activity in the Middle East region - Management noted the situation is fluid, prioritizing employee safety while monitoring developments [29][30] Question: Contribution from the T-6 contract - Expected revenue contribution from the T-6 contract is around $140 million to $160 million for the year [32][33] Question: Status of $1 billion opportunities - Two opportunities were successfully awarded, with three remaining under adjudication, and management remains optimistic about their potential [40][41] Question: Indo-Pacific market updates - The market has been flat, with increased requests but not materializing into significant volume; management remains hopeful for 2026 [44][45] Question: Fixed price contract opportunities - There has been an increase in fixed price opportunities, with customers showing interest in such offerings [53][56] Question: Net leverage and M&A perspective - The company is pleased with its current leverage and is open to exploring options for value creation, including M&A [58] Question: AI partnerships with Google and AWS - Partnerships are focused on leveraging data for better outcomes, with a strong emphasis on speed and efficiency in deployment [64][66] Question: Backlog impact from the T-6 contract - The T-6 contract will be reflected in backlog, but specifics on funded versus unfunded portions are still being determined [68]

V2X (NYSE:VVX) Q4 2025 Earnings call February 23, 2026 04:30 PM ET Company ParticipantsJeremy Wensinger - CEOKristine Liwag - Executive DirectorMariana Perez Mora - Managing DirectorMike Smith - VP of Treasury, Investor Relations, and Corporate DevelopmentNoah Poponak - Managing DirectorSebastian Rivera - Equity Research AssociateShawn Mural - CFOTrevor Walsh - Director of Equity ResearchConference Call ParticipantsAndre Madrid - VP and Aerospace and Defense AnalystJoe Gomes - Senior Research AnalystJohn Go ...

V2X (NYSE:VVX) Q4 2025 Earnings call February 23, 2026 04:30 PM ET Speaker1Thank you for joining us for the V2X fourth quarter and full year 2025 earnings conference call and webcast. Today's call is being recorded. My name is Gary, and I'll be the operator for today's call. At this time, all participants have been placed in a listen-only mode. Following management's presentation, I will open up the call for a Q&A session. To ask a question, you may press Star, then one on your telephone keypad. To withdraw ...

Fourth Quarter & Full-Year 2025 Results GO TOWARDS TOMORROW go V2X NOTE: The appearance of U.S. Department of Defense (DoW) visual information does not imply or constitute DoW endorsement. GO TOWARDS TOMORROW go V2X Disclaimers FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended (the Exchange Act), Section 27A of the Securities Act of 1933, as amended (the Securities Act), and the Private Securi ...

Exhibit 99.1 V2X Reports Fourth Quarter 2025 Results Fourth Quarter Financial Highlights Full-Year Highlights PRESS RELEASE 2026 Guidance ● Establishing full-year 2026 guidance with 6% revenue and adjusted EBITDA1 growth at mid-point RESTON, Va., February 23, 2026 – V2X, Inc. (NYSE:VVX) today announced financial results for the fourth quarter and full-year 2025 ended December 31, 2025, and established guidance for full-year 2026. "V2X ended 2025 with another quarter of strong performance, underscoring our t ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or (Exact name of registrant as specified in its charter) ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36341 V2X, Inc. (State or other jurisdiction of incorporati ...

computing arrangements4,9193,314480Gain from acquisitions, net—(2,193)—Impairment of non-operating long-lived asset—2,192—(Gain) loss on disposal of property, plant, and equipment(3,024)1,450683Stock- based compensation11,92415,96932,843Deferred taxes9,3347,730(7,509)Amortization of debt issuance costs6,2317,3809,067Loss on extinguishment of debt2,5271,99822,298Gain on disposition of business——(450)Changes in assets and liabilities:Receivables(23,485)25,18119,064Other assets9,315(42,334)11,285Accounts payab ...

Core Insights - V2X Inc. has been awarded $100 million in classified contracts to support various national security missions for U.S. defense and intelligence agencies [1] - The contracts encompass services in cyber operations, special systems integration, unique facility solutions, and contested logistics [1] - The CEO of V2X emphasized the company's commitment to expanding its presence in the national security sector and supporting C5ISR missions [1] Company Overview - V2X specializes in innovative solutions that integrate physical and digital environments, enhancing mission readiness and resource management [1] - The company employs approximately 16,000 professionals globally and focuses on injecting AI and machine learning capabilities into its operations [1] - V2X operates across national security, defense, civilian, and international markets [1]

Core Viewpoint - V2X, Inc. will report its fourth quarter and full year 2025 financial results on February 23, 2026, after market close, followed by a conference call with senior management [1]. Financial Results Announcement - The financial results will be disclosed on February 23, 2026, after market close [1]. - A conference call is scheduled for 4:30 p.m. ET on the same day [1]. Conference Call Details - U.S.-based participants can dial in at 877-300-8521, while international participants can call 412-317-6026 [2]. - A live webcast and accompanying slide presentation will be available on the V2X website [2]. Replay Information - A replay of the conference call will be available on the V2X website shortly after the call and will remain accessible for one year [3]. - Telephonic replay will be available until March 9, 2026, at 844-512-2921 (domestic) or 412-317-6671 (international) with passcode 10206521 [3]. Company Overview - V2X builds innovative solutions that integrate physical and digital environments, enhancing readiness and optimizing resource management [4]. - The company operates across national security, defense, civilian, and international markets, employing approximately 16,000 professionals [4]. - V2X leverages AI and machine learning capabilities to address challenges across all operational domains [4].