Insights Ahead: V2X's Quarterly Earnings
V2X (NYSE: VVX) is set to release its quarterly earnings report on Monday, 2026-02-23. Analysts project an EPS of $1.34, and investors are keen to see if the company surpasses estimates and offers optimistic guidance. The company's stock has shown positive performance, up 66.71% over the last 52 weeks, with previous earnings results sometimes leading to short-term share price fluctuations despite beating EPS estimates.
V2X awarded $25 billion defense tech modernization contract
V2X Inc. (NYSE:VVX) has secured a position on the $25 billion Advanced Technology Support Program 5 (ATSP5) contract, administered by the Defense Microelectronics Activity. This contract allows V2X to provide engineering and technology solutions to federal and state government agencies, focusing on defense system modernization, obsolescence management, and the development of emerging technologies, including AI. The company, with a market cap of $2.09 billion, has shown strong financial momentum and is involved in several other significant defense and government contracts.
$25B Pentagon tech push: V2X joins ATSP5 to modernize gear
V2X (NYSE: VVX) has been awarded a seat on the Advanced Technology Support Program 5 (ATSP5), a $25 billion multiple-award Indefinite Delivery/Indefinite Quantity (IDIQ) contract. This contract, administered by the Defense Microelectronics Activity, will allow V2X to provide federal and state agencies with access to its capabilities in engineering development, lifecycle support, and AI-optimized systems. The selection positions V2X at the forefront of defense modernization, focusing on advanced technologies like AI-powered performance enhancement and autonomous system integration for the warfighter.
V2X Awarded ATSP5 Contract to Advance Emerging Technology for the Warfighter
V2X Inc. has been awarded a seat on the Advanced Technology Support Program 5 (ATSP5), a $25 billion indefinite-delivery/indefinite-quantity (IDIQ) contract. This contract, administered by the Defense Microelectronics Activity, will allow V2X to provide advanced engineering development and technology transition services, including AI-optimized systems, to various federal and state government agencies. V2X's role will involve modernizing defense capabilities, overcoming obsolescence, and integrating cutting-edge technologies to enhance the operational superiority of the warfighter.
V2X (VVX) Is Down 5.1% After Google AI Defense Deal And T-6 COMBS Restart – Has The Bull Case Changed?
V2X (VVX) recently announced the resumption of its US$4.30 billion T-6 COMBS contract, secured US$100.00 million in classified awards, and partnered with Google Public Sector for AI and cloud solutions for U.S. defense. These developments reinforce V2X's role as an integrated mission partner, potentially broadening its services beyond traditional support into AI-enabled solutions. While these updates support the company's near-term growth, investors should consider the implications of its dependence on large government contracts and varying analyst projections for its future revenue and earnings.
Bastion Asset Management Inc. Buys New Stake in V2X, Inc. $VVX
Bastion Asset Management Inc. acquired a new position in V2X, Inc. (NYSE:VVX) during the third quarter of 2025, purchasing 119,390 shares valued at approximately $6.81 million, making it their 6th largest holding. Concurrently, American Industrial Partners C significantly reduced its stake in V2X, selling 1.2 million shares for over $66 million. Institutional ownership of V2X stands at 95.18%, with analysts giving the stock a consensus "Hold" rating and an average target price of $61.88.
How Investors Are Reacting To V2X (VVX) Expanding Secure AI Partnerships And Reviving A US$4.30 Billion Contract
V2X (VVX) has recently expanded secure AI partnerships with Google Public Sector and Amazon, alongside resuming a US$4.30 billion T-6 COMBS aircraft supply contract. These developments position V2X at the forefront of advanced AI and government support contracts, potentially influencing its financial outlook and investment narrative. The market is assessing how these strategic moves will translate into profitability, given varied fair value estimates and existing balance sheet risks.
V2X Awarded $100M In National Security Contracts
V2X Inc. (NYSE: VVX) secured $100 million in classified contracts during the fourth quarter of 2025 to support various national security missions for U.S. defense and intelligence agencies. These awards encompass cyber operations, special systems integration, unique facility solutions, and contested logistics. The company's CEO, Jeremy C. Wensinger, highlighted V2X's growing presence and expertise in the intelligence and cyber sector, emphasizing their dedication to expanding C5ISR missions.
V2X Awarded $100M In National Security Contracts
V2X Inc. (NYSE: VVX) secured $100 million in classified contracts during the fourth quarter of 2025 to bolster national security missions for various U.S. defense and intelligence agencies. These awards encompass services in cyber operations, special systems integration, unique facility solutions, and contested logistics, underscoring V2X's expertise and growing presence in the intelligence and cyber sector. The company's President and CEO, Jeremy C. Wensinger, highlighted the trust placed in V2X and its dedication to expanding C5ISR missions.
A Closer Look At V2X, Inc.'s (NYSE:VVX) Uninspiring ROE
This article examines V2X, Inc.'s (NYSE:VVX) Return on Equity (ROE), which stands at an uninspiring 7.4%, lower than the industry average of 12%. Despite a high debt-to-equity ratio of 1.02, the company's ROE remains low, suggesting that the debt is not efficiently generating returns. The analysis concludes that while ROE is a useful metric, other factors like future profit growth and investment requirements should also be considered.
How Investors Are Reacting To V2X (VVX) Expanding Secure AI Partnerships And Reviving A US$4.30 Billion Contract
V2X, Inc. has recently formed partnerships with Google Public Sector and Amazon to implement secure AI, cloud, and smart warehousing solutions for U.S. defense and intelligence, while also resuming its US$4.30 billion T-6 COMBS aircraft supply contract. These developments enhance V2X's position in advanced AI and government support, potentially influencing its market perception and future profitability. The company's ongoing contract backlog and technology ambitions present both opportunities and execution risks for investors.
V2X Google And Amazon Alliances Frame AI Upside And Valuation Gap
V2X Inc. has announced new partnerships with Google Public Sector and Amazon, focusing on deploying AI, cloud, and automation for U.S. Government and defense operations. These collaborations position V2X as a key integrator linking complex operations with commercial cloud and AI tools, potentially driving long-term programs and recurring work. Despite trading in line with analyst targets, Simply Wall St estimates the company is significantly undervalued, though investors should monitor contract awards, backlog, and profit margins, as well as the flagged risk of interest payments not being well covered by earnings.
Automotive Vehicle to Everything (V2X) Communications Market
The automotive Vehicle-to-Everything (V2X) communications market is projected to reach $11.4 billion by 2030, growing at a CAGR of 20.1% due to advancements in autonomous vehicles, 5G deployment, and smart city investments. Key players like Volkswagen, Toyota, and Qualcomm are driving innovation with technologies like C-V2X modules. The market is segmented by type (V2V, V2I, V2P), technology (Intelligent Traffic Systems, Emergency Vehicle Notification, Parking Management Systems), and application (Road Safety Services, Automatic Parking Systems, Emergency Vehicles).
V2X to Announce Fourth Quarter and Full Year 2025 Financial Results
V2X, Inc. (NYSE: VVX) will report its fourth quarter and full year 2025 financial results on Monday, February 23, 2026, after market close. Senior management will host a conference call at 4:30 p.m. ET on the same day to discuss the results. A live webcast and replay of the call will be available on the company's investor relations website.
V2X to Announce Fourth Quarter and Full Year 2025 Financial Results
V2X, Inc. (NYSE: VVX) will report its fourth quarter and full year 2025 financial results on Monday, February 23, 2026, after market close. A conference call will be held on the same day at 4:30 p.m. ET, with access details provided for U.S.-based and international participants, along with webcast and replay information. V2X specializes in integrating physical and digital environments through innovative solutions for national security, defense, civilian, and international markets.
V2X to Report Q4 and Full Year 2025 Financial Results on February 23, 2026
V2X, Inc. is scheduled to release its fourth-quarter and full-year 2025 financial results on February 23, 2026, after the market closes. Following the release, senior management will host a conference call at 4:30 PM ET to discuss the results and provide an outlook. The conference call will be accessible via live webcast, with a replay available on the company's website.
V2X to Deploy Secure, Responsible AI Solutions in Partnership with Google Public Sector
V2X, Inc. has announced a partnership with Google Public Sector to provide secure, scalable, and accredited AI and cloud solutions for U.S. Government defense and intelligence agencies. This collaboration will integrate Google's advanced AI, including generative AI models, into V2X's secure environments to enhance operational speed, mission resilience, and digital infrastructure while adhering to national security standards. The partnership aims to accelerate the deployment of trustworthy AI for data analysis, training, logistics optimization, and risk detection in challenging environments.
V2X to Deploy Secure, Responsible AI Solutions in Partnership with Google Public Sector
V2X, Inc. has announced a strategic partnership with Google Public Sector to implement secure and scalable AI and cloud solutions for the U.S. Government. This collaboration aims to modernize digital infrastructure for defense and intelligence agencies, leveraging Google's advanced AI technologies within V2X's secure environments. The partnership will focus on applications like multi-modal data analysis, training and simulation, optimized logistics, and risk detection to enhance mission readiness and operational efficiency.
Google and V2X bring secure AI to U.S. national security missions
V2X (NYSE: VVX) announced a partnership with Google Public Sector to deploy secure, accredited AI and cloud solutions for U.S. defense and intelligence agencies. This collaboration will integrate Google’s generative AI within V2X’s secure, on-premises environments, adhering to strict security and data governance standards. The initiative aims to enhance operational speed, mission resilience, and modernized digital infrastructure for national security operations through applications like multi-modal data analysis, training and simulation, and optimized logistics.
V2X partners with Google Public Sector to deliver AI solutions to government
V2X, Inc. has announced a partnership with Google Public Sector to provide AI and cloud solutions to U.S. government agencies, with a focus on defense and intelligence operations. This collaboration will deploy Google's AI technologies, including generative AI, within V2X's secure environments, ensuring compliance with national security standards. The strategic move comes as V2X demonstrates strong financial health and aims to expand its technological capabilities in the government sector.
V2X (VVX) partners with Amazon for AI models on government warehouses
V2X (VVX) has partnered with Amazon to deploy AI models in government warehouses. This collaboration aims to leverage Amazon's AI capabilities to enhance operations within critical government infrastructure. The initiative is expected to improve efficiency and decision-making in warehouse management through advanced technology.
V2X (VVX) Partners with Amazon for AI Models on Government Warehouses
V2X Inc. (VVX) has partnered with Amazon to deploy Amazon's warehouse automation technology and computer-vision AI models in V2X-managed government warehouses. This collaboration aims to streamline workflows and inventory management for federal agencies. The partnership follows a recent downgrade of V2X stock by Truist due to valuation concerns, despite the company's recent share price increase.
V2X resumes work on $4.3 billion Air Force T-6 contract after protest denied
V2X, Inc. has resumed work on its $4.3 billion Air Force T-6 Contractor Operated and Maintained Base Supply (COMBS) contract. This follows the U.S. Court of Federal Claims denying a protest against the contract's award, which had initially halted operations. The contract, extending through July 2034, involves providing supply support for T-6 aircraft used by the U.S. Air Force, Navy, and Army.
Court Ruling Upholds V2X's T-6 COMBS Award
V2X, Inc. announced it is resuming work on the $4.3 billion T-6 Contractor Operated and Maintained Base Supply (COMBS) contract after the U.S. Court of Federal Claims denied a protest and upheld the Air Force's selection. This decision reaffirms the government's determination of V2X's proposal as the best solution for the mission, ensuring the continued supply support for T-6 aircraft for the U.S. Air Force, Navy, and Army. V2X is mobilizing teams to ensure a seamless restart and is committed to safety, efficiency, and high-quality standards.
Court backs V2X on $4.3B T-6 deal, pilot training support resumes
V2X (NYSE: VVX) announced that it can resume work on its $4.3 billion T-6 COMBS contract after the U.S. Court of Federal Claims denied a protest and upheld the Air Force's selection. This clears the company to provide supply support for T-6 aircraft for the Air Force, Navy, and Army, with operations restarting immediately. The contract is set to run through July 2034, providing long-term revenue visibility for V2X.
V2X gains as overhang removed as T-6 protest denied by court - analyst
V2X stock rose after a court denied a protest against the T-6 contract, removing a significant overhang. An analyst noted that while some work may still be disputed, the ruling reduces uncertainty for V2X.
V2X (VVX) Rises After Court Decision on T-6 Contract
V2X Inc. (VVX) saw its shares rise after a favorable court ruling dismissed a protest regarding the U.S. Air Force's T-6 contract, valued at over $4.3 billion. The company, which provides services to the U.S. government within the Aerospace & Defense sector, now proceeds with the significant contract. While financial metrics show strong one-year earnings growth, there are concerns about declining margins, insider selling, and valuation near historical highs.
The Bull Case For V2X (VVX) Could Change Following New Amazon AI Logistics Partnership – Learn Why
V2X Inc. recently partnered with Amazon to integrate smart warehousing and AI technologies into its operations for U.S. Government customers, a move that could shift its investment narrative toward higher-value, tech-enabled work. While the financial impact is not expected to be immediately material, this collaboration strengthens V2X's positioning in AI-first logistics. Investors should also note that despite a recent retreat, V2X's shares might still be trading above fair value, suggesting potential downside.
V2X, Inc. (NYSE:VVX) Receives Consensus Rating of "Hold" from Brokerages
V2X, Inc. (NYSE:VVX) has received a consensus "Hold" rating from ten brokerages, with an average one-year price target of $61.88. The company recently beat quarterly earnings and revenue estimates and provided positive FY2025 guidance. However, there were significant insider sales in the last quarter, totaling $313.56 million.
V2X and Amazon to Partner on Smart Warehousing and Global Logistics Automation
V2X, Inc. announced a strategic partnership with Amazon to provide smart warehousing and automation technologies to their U.S. Government customers. This collaboration will leverage Amazon's expertise in warehouse automation and AI models to optimize inventory, streamline logistics, and enhance decision-making for critical missions. The partnership aims to improve operational speed, mission resilience, and supply chain readiness across defense and government environments.
The Bull Case For V2X (VVX) Could Change Following New Amazon AI Logistics Partnership – Learn Why
V2X (VVX) recently partnered with Amazon to integrate smart warehousing and AI-powered logistics for U.S. Government customers, a move that could shift V2X's investment narrative towards higher-value, tech-enabled work. While the financial impact is not immediately clear, this collaboration highlights the potential for combining Amazon's AI with V2X's mission support to enhance government operations. Investors should consider the potential for increased execution risk, the early stage of the partnership, and existing concerns about V2X's stock valuation compared to fair value estimates.
Amazon warehouse AI to power U.S. government logistics in V2X deal
V2X (NYSE: VVX) announced a strategic partnership with Amazon to implement smart warehousing, robotics, computer-vision AI, and automation in V2X-managed warehouses serving U.S. Government customers. This collaboration aims to optimize inventory, enhance predictive logistics, and support mission planning. The partnership reinforces V2X's strategy of integrating data-enabled solutions following a series of defense contract wins.
V2X and Amazon to Partner on Smart Warehousing and Global Logistics Automation
V2X, Inc. has announced a strategic partnership with Amazon to implement smart warehousing and automation technologies for their U.S. Government customers globally. This collaboration aims to leverage Amazon's expertise in warehouse automation and AI to optimize inventory management, streamline logistics, and provide AI-driven insights for decision-making in critical mission areas. The partnership seeks to enhance operational speed, mission resilience, and overall readiness for federal agencies by combining V2X's integration and logistics expertise with Amazon's advanced technologies.
V2X partners with Amazon to modernize government warehousing
Defense contractor V2X, Inc. (NYSE:VVX) has announced a strategic partnership with Amazon to integrate warehouse automation technologies and computer-vision AI models into government warehouses managed by V2X. This collaboration aims to enhance operational efficiency, streamline workflows, and improve inventory management for U.S. government customers. The partnership is part of V2X's broader strategy to incorporate AI and machine learning into government operations, complementing recent contract awards and advancements in defense and aviation sectors.
V2X and Amazon form partnership on AI-driven warehousing
V2X, Inc. has partnered with Amazon to integrate smart warehousing and automation, including computer-vision AI models, across V2X-operated facilities serving U.S. government clients. This collaboration aims to enhance inventory management, logistics visibility, and operational efficiency through robotics-enabled warehousing, predictive analytics, and AI-powered insights. The initiative seeks to strengthen federal supply chain resilience and support real-time decision-making in complex environments.
V2X, Amazon Partner on Smart Warehousing for Government Customers
V2X announced a partnership with Amazon.com to implement smart warehousing and automation technologies for their shared U.S. government clients. The collaboration aims to integrate Amazon's advanced capabilities, including computer vision and AI tools, into warehouses managed by V2X nationwide. This initiative seeks to enhance supply chain visibility and efficiency for federal agencies by focusing on automation, predictive analytics, and AI-driven decision-making for inventory, logistics, and risk management.
How V2x Inc. (VVX) Affects Rotational Strategy Timing
The article analyzes V2x Inc. (VVX) through various AI-generated trading strategies, indicating strong sentiment across all time horizons. It provides specific entry, target, and stop-loss points for position trading, momentum breakout, and risk hedging strategies. While sentiment is strong, the analysis highlights elevated downside risk due to a lack of additional long-term support signals.
V2X, Inc.'s (NYSE:VVX) Price Is Right But Growth Is Lacking After Shares Rocket 26%
V2X, Inc.'s shares have risen 26% over the last month and 30% over the last year, yet its P/S ratio of 0.5x remains low compared to the Aerospace & Defense industry average. This low P/S ratio is attributed to the company's slower revenue growth projections compared to its industry peers, with analysts forecasting only 5.0% annual growth for V2X versus 15% for the wider industry. Despite its recent stock performance, the market seems to be factoring in limited future growth, keeping investor sentiment subdued.
V2X, Inc.'s (NYSE:VVX) Price Is Right But Growth Is Lacking After Shares Rocket 26%
V2X, Inc. (NYSE:VVX) shares have recently surged by 26%, marking a 30% increase over the last year. Despite this, the company's price-to-sales (P/S) ratio of 0.5x remains significantly lower than the Aerospace & Defense industry average, largely due to its slower revenue growth compared to competitors. Analysts predict a modest 5.0% annual revenue growth for V2X over the next three years, well below the industry's projected 15% growth, which contributes to the stock's depressed P/S ratio.
V2X advances to phase II of US Army’s Flight School Next competition
V2X Inc. (NYSE:VVX) has progressed to Phase II of the U.S. Army’s Flight School Next (FSN) competition, partnering with Bell Textron Inc. This initiative aims to modernize Army pilot training using advanced simulation technologies, leveraging V2X’s expertise. The company, with a $2.12 billion market cap, has shown strong financial performance and is involved in several other significant defense contracts.
V2X advances to phase II of US Army’s Flight School Next competition
V2X Inc. has progressed to Phase II of the U.S. Army’s Flight School Next (FSN) competition, partnering with Bell Textron Inc. The FSN initiative aims to modernize Army pilot training using advanced technologies, with V2X contributing its expertise in simulation-based training. Despite a recent stock downgrade, the company continues to secure significant defense contracts, demonstrating its ongoing role in military technology.
How V2X and Bell plan to reinvent how the US Army trains pilots
V2X (NYSE: VVX) has advanced to Phase II of the U.S. Army's Flight School Next (FSN) competition as part of the Bell Textron–led team. The company will integrate its immersive simulation and data-driven technologies to modernize pilot training, focusing on adaptive, efficient, and immersive flight training solutions. This move reinforces V2X's role in defense and training, following several large U.S. defense contract awards in recent months.
V2X and Bell Advance to Phase II of the US Army's Flight School Next Competition
V2X Inc. and Bell Textron Inc. have advanced to Phase II of the US Army's Flight School Next (FSN) competition, an initiative to modernize pilot training. As part of Bell's team, V2X will contribute its expertise in simulation-based training, logistics, and advanced technologies to create immersive learning experiences for Army aviators. This collaboration aims to enhance readiness and reshape pilot development through innovative methodologies.
How Investors May Respond To V2X (VVX) Landing Spot On MDA’s US$151 Billion SHIELD Contract
V2X, Inc. was awarded a spot on the Missile Defense Agency’s SHIELD IDIQ contract, a US$151 billion vehicle for homeland defense solutions. This award, coupled with new board appointments, positions V2X for growth in advanced national security technology. While increasing its exposure to significant defense spending, the company still faces challenges with thin margins, interest costs, and potential execution risks on large, complex programs.
How Investors May Respond To V2X (VVX) Landing Spot On MDA’s US$151 Billion SHIELD Contract
V2X, Inc. was awarded a spot on the Missile Defense Agency’s SHIELD IDIQ contract, valued at up to US$151 billion, enhancing its role in national security technology. This development, alongside an expanded board with defense industry veterans, pivots V2X's investment narrative towards higher-end tech services and complex programs. Despite potential execution risks and thin margins, the company's stock is experiencing rising interest, with varying valuations from the investment community.
There's No Escaping V2X, Inc.'s (NYSE:VVX) Muted Revenues Despite A 27% Share Price Rise
V2X, Inc. (NYSE:VVX) has seen a 27% share price increase in the last month and a 28% rise over the past year. Despite this, its price-to-sales (P/S) ratio of 0.5x is considerably lower than the Aerospace & Defense industry average, attributable to its muted revenue growth. Analysts forecast V2X's revenue to grow by 5.0% annually over the next three years, substantially lagging the industry's predicted 15% growth, which contributes to its depressed P/S ratio.
V2X Secures $151 Billion Contract to Support U.S. Golden Dome Defense System
V2X has secured a position on the Missile Defense Agency’s (MDA) Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) contract, an indefinite-delivery/indefinite-quantity (IDIQ) vehicle with a ceiling value of $151 billion. Under this contract, V2X will collaborate with the MDA and industry partners to accelerate the development and deployment of scalable defense capabilities, supporting the U.S. Golden Dome initiative. This initiative aims to modernize the nation's defense posture, improve layered deterrence, and address emerging threats by advancing rapid technology development.
Truist Securities downgrades V2X stock to Hold on limited upside potential
Truist Securities downgraded V2X, Inc. (NYSE:VVX) from Buy to Hold, maintaining a $65.00 price target. This decision was based on the stock's recent strong performance, which has led to limited further upside potential, with its price currently nearing its 52-week high and RSI indicating overbought conditions. The firm also cited concerns about future revenue growth and uncertainty surrounding a major contract, preferring Amentum (NYSE:AMTM) for its long-term nuclear exposure.
V2X Secures SHIELD IDIQ Contract from MDA to Support America's Golden Dome Defense System
V2X, Inc. has been awarded a Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefinite-quantity (IDIQ) contract by the Missile Defense Agency (MDA), with a ceiling of $151 billion. This contract enables V2X to partner with the MDA to accelerate the delivery of innovative defense capabilities, directly supporting the Golden Dome American program. V2X will contribute its expertise in areas like advanced analytics, rapid prototyping, and cybersecurity to strengthen national security and enhance defense readiness.
V2X (VVX) Downgraded to Hold by Truist Securities | VVX Stock Ne
Truist Securities has downgraded V2X (VVX) from "Buy" to "Hold," maintaining a price target of $65.00. This follows previous analyst ratings, with the average target price from 11 analysts at $66.45, implying a slight upside. Despite a "Outperform" consensus from 12 brokerage firms, GuruFocus estimates a potential downside of 18.03% from the current price based on its GF Value.
