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]

Company Overview - Parsons Corporation is a leading provider of advanced solutions for defense, intelligence, and critical infrastructure, leveraging expertise in cybersecurity, geospatial analytics, and complex systems integration [6] - The company has a workforce of 20,000 and operates globally, addressing mission-critical challenges for government and commercial clients [6] - Parsons generates revenue primarily through long-term government contracts and specialized services for public and private sector clients in high-security and infrastructure domains [8] Recent Developments - Kettle Hill Capital Management has significantly increased its stake in Parsons Corporation, acquiring an additional 278,919 shares, bringing its total holdings to 373,180 shares valued at approximately $30.94 million as of September 30, 2025 [2][9] - This position now represents 6.96% of Kettle Hill's total reportable U.S. equity holdings, making Parsons the firm's second-largest holding [2][3] Financial Metrics - As of December 5, 2025, Parsons shares were priced at $67.22, with a market capitalization of $7.02 billion [4] - The company's revenue for the trailing twelve months (TTM) is reported at $6.49 billion, with a net income of $450.54 million [4] Stock Performance - Parsons' stock has experienced a decline of approximately 30.8% over the past year, underperforming the S&P 500 by 45.67 percentage points [3] - The stock has recently faced challenges due to the FAA selecting a competitor for a multi-billion contract, leading to analyst downgrades and a 24% decline in stock price over the last month [10] Valuation Insights - Currently, Parsons trades at a price-to-earnings (P/E) multiple of 19x, significantly below its three-year average of 41x, indicating a potential investment opportunity for opportunistic investors [11]