RIVER OAK DISCOVERY FUND's V2X Inc(VVX) Holding History
This article details RIVER OAK DISCOVERY FUND's investment history in V2X Inc (VVX), highlighting its current holding of 14,968 shares valued at $1.03 million, representing 5.43% of its portfolio. The fund initiated its position in 2022Q1, making three purchases and three sales, resulting in an estimated gain of $397,810.03 (31.53%) based on VVX's current price of $71.77.
Does New Navy LAIRCM Contract Deepen V2X’s Defense Modernization Moat And Backlog Story (VVX)?
V2X, Inc. recently secured a U.S. Navy contract to integrate Large Aircraft Infrared Countermeasures (LAIRCM) systems on Marine Corps KC-130J aircraft, strengthening its role in defense modernization. This win follows strong first-quarter results, higher guidance, and significant new awards, indicating that modernization programs continue to fuel V2X's growing backlog and aviation upgrade work. While this solidifies its investment narrative, investors should also be aware of risks such as potential delays or changes in large, episodic contracts.
Does New Navy LAIRCM Contract Deepen V2X’s Defense Modernization Moat And Backlog Story (VVX)?
V2X, Inc. was recently awarded a U.S. Navy contract to integrate Large Aircraft Infrared Countermeasures systems, reinforcing its role in aircraft protection and contributing to its expanding backlog. This contract, alongside strong first-quarter results and raised guidance, highlights how defense modernization programs are fueling V2X's growth. While analysts generally focus on backlog growth, some express caution regarding the company's heavy reliance on large U.S. contracts and potential vulnerability to policy or budget shifts.
V2X wins Navy contract for aircraft defense systems
V2X, Inc. (NYSE:VVX) has secured a contract from the U.S. Navy’s Naval Air Systems Command for the Large Aircraft Infrared Countermeasures (LAIRCM) program, focusing on integrating defense systems on Marine Corps KC-130J aircraft. The company, a $2.2 billion defense contractor, has seen significant stock performance, with shares climbing 33% over the past six months and 44% over the past year. Analysts like Truist Securities and Citizens have recently raised their price targets for V2X, citing strong financial health and promising growth.
V2X wins Navy contract for aircraft defense systems By Investing.com
V2X, Inc. (NYSE:VVX) has secured a contract from the U.S. Navy’s Naval Air Systems Command for the Large Aircraft Infrared Countermeasures (LAIRCM) program, focusing on integrating defense systems on Marine Corps KC-130J aircraft. The company, a $2.2 billion defense contractor, has seen significant stock gains and boasts a perfect Piotroski Score of 9, indicating strong financial health. This win expands V2X's existing work in aviation modification, leveraging its Crestview, Florida facility for mission system integration and aircraft survivability enhancements.
New V2X deal helps shield Marine Corps aircraft from missiles
V2X (NYSE: VVX) has secured a contract from the U.S. Navy's Naval Air Systems Command to integrate Large Aircraft Infrared Countermeasures (LAIRCM) systems on Marine Corps KC-130J aircraft. This contract reinforces V2X's role in aircraft survivability solutions, leveraging its Crestview, Florida facility known for C-130 modifications. The LAIRCM program is vital for protecting military aircraft from infrared-guided missile threats, enhancing warfighter safety and mission success.
V2X Awarded Modernization Contract for Aircraft Survivability Systems
V2X, Inc. has secured a contract from the U.S. Navy's Naval Air Systems Command for the Large Aircraft Infrared Countermeasures (LAIRCM) program. This contract significantly expands V2X's role in integrating LAIRCM systems onto United States Marine Corps KC-130J aircraft at its Crestview, FL facility, reinforcing its position as a key provider of aircraft modification and survivability solutions for U.S. defense customers. The LAIRCM system is crucial for protecting military aircraft from infrared-guided missile threats, enhancing warfighter safety and mission success.
Is V2X, Inc. (VVX) an Undervalued Aerospace and Defense Stock to Buy on Expected Growth?
V2X, Inc. (VVX) is highlighted as an undervalued aerospace and defense stock to buy, following impressive first-quarter results and hiked guidance. Analysts at Truist Securities reiterated a Hold rating and increased the price target to $70. The company exceeded revenue and EPS expectations, securing significant awards and increasing its total backlog, leading to a raised full-year outlook.
Director gifts 2,200 V2X, Inc. (VVX) shares in bona fide transfer
V2X, Inc. director Eric M. Pillmore reported a bona fide gift of 2,200 shares of V2X, Inc. common stock, with no stated price, as a gift disposition. Following this transaction, Pillmore directly holds 45,617 shares of the company's common stock. The insider transaction is classified as neutral in terms of filing impact and sentiment, as it was a gift rather than a market sale or purchase.
V2X, Inc. (VVX) sponsor trims position after 2.0M-share secondary sale
A major shareholder group affiliated with American Industrial Partners has significantly reduced its stake in V2X, Inc. (VVX) through a registered secondary public offering. Vertex Holdco sold over 2 million shares at $73.91 per share to Morgan Stanley in May 2026, lowering the group's beneficial ownership to 1.2% and ending their status as a significant beneficial owner. The transaction is primarily seen as a shift in shareholder composition rather than an operational change for V2X.
State Street (VVX) reports 1.76M-share, 5.6% passive stake in V2X Inc
State Street Corporation has reported a passive stake of 1,757,889 shares in V2X Inc (VVX), representing 5.6% of the company's common stock as of March 31, 2026. This ownership is distributed across various State Street advisory subsidiaries, with shared voting power of 1,650,675 shares. The filing, a Schedule 13G, indicates a passive investment rather than an intent to control or influence management.
V2X (VVX) director Melvin Parker converts 3,254 RSUs and receives 2,188-unit award
V2X, Inc. director Melvin Parker engaged in equity compensation activities, converting 3,254 restricted stock units (RSUs) into V2X common stock and receiving a new grant of 2,188 RSUs on May 7, 2026. These transactions, reported via a Form 4 SEC filing, highlight stock-based compensation rather than open-market trading. After these events, Parker's direct holdings of V2X common stock total 25,200 shares.
V2X (VVX) director adds equity via 3,254-share RSU exercise and grant
V2X, Inc. director Eric M. Pillmore increased his equity holdings through compensation-related stock activity. He exercised restricted stock units (RSUs) for 3,254 shares and received a new grant of 2,188 RSUs, which are scheduled to vest by May 7, 2027, or the 2027 Annual Shareholders' Meeting. After these transactions, Pillmore directly holds 47,817 shares of V2X common stock, demonstrating an increase in his personal stake in the company.
V2X (VVX) director David Farnsworth exercises 1,948 RSUs and receives 2,188-unit award
V2X, Inc. director David E. Farnsworth exercised 1,948 Restricted Stock Units (RSUs) on May 7, 2026, converting them into V2X common stock. Concurrently, he received a new grant of 2,188 RSUs, which are scheduled to vest by the company's 2027 Annual Shareholders' Meeting or May 7, 2027, whichever comes first. This transaction involved no open-market purchases or sales, solely reflecting stock-based compensation activity.
[Form 4] V2X, Inc. Insider Trading Activity
V2X, Inc. director Gerard A. Fasano reported equity compensation activity on May 7, 2026, where he exercised 838 restricted stock units (RSUs) and received a new award of 2,188 RSUs. These new RSUs are scheduled to vest by May 7, 2027, or earlier, at the company's 2027 Annual Shareholders' Meeting. This activity resulted in Fasano directly holding 838 shares of V2X common stock and having 2,188 RSUs outstanding.
V2X (NASDAQ: VVX) director exercises RSUs and receives new 2,188-unit award
V2X, Inc. director Phillip Widman recently exercised 3,254 restricted stock units (RSUs), converting them into common stock, and simultaneously received a new award of 2,188 RSUs. Following these transactions, Widman directly holds 36,202 shares of V2X common stock, with an additional 10,000 shares held indirectly through a revocable trust. The new RSU award is set to vest by the earlier of the company's 2027 Annual Shareholders' Meeting or May 7, 2027.
V2X, Inc. (VVX) director gets 2,188 RSUs and exercises 838 units
V2X, Inc. director Nicole B. Theophilus reported equity compensation activity, exercising 838 Restricted Stock Units (RSUs) into common shares and receiving a new award of 2,188 RSUs. The exercised RSUs, granted on January 9, 2026, fully vested on May 7, 2026, while the new RSUs are scheduled to vest by May 7, 2027, or the company's 2027 annual shareholders' meeting. Following these transactions, she directly holds 838 V2X common shares.
V2X (VVX) director Mary L. Howell exercises RSUs and gets new 2027-vesting award
V2X (VVX) director Mary L. Howell reported exercising 4,487 Restricted Stock Units (RSUs) into common stock and receiving a new grant of 3,017 RSUs. The exercised RSUs, granted on May 8, 2025, fully vested on May 7, 2026, while the new RSUs are scheduled to vest by May 7, 2027, or the 2027 annual shareholders' meeting. Following these transactions, Howell directly holds 4,487 shares and indirectly holds 40,373 shares through the Mary L. Howell Rev Trust, with no open-market trading activities reported.
V2X (VVX) director granted 2,188 RSUs as 838 prior units vest
V2X, Inc. director Ross Niebergall received a new grant of 2,188 Restricted Stock Units (RSUs) on May 7, 2026. On the same date, 838 of his previously granted RSUs vested and converted into V2X common stock. The newly granted RSUs are scheduled to vest on the earlier of the 2027 Annual Shareholders' Meeting or May 7, 2027.
V2X (VVX) HR chief vests 1,545 RSUs, withholds 466 shares for taxes
V2X, Inc.'s Senior Vice President and CHRO, Yeshoalul Melon, reported the vesting of 1,545 restricted stock units (RSUs) on May 8, 2026. To cover tax obligations, 466 common shares were withheld at a price of $71.56 per share. After these transactions, Melon directly holds 1,079 shares of V2X common stock.
V2X completes secondary offering reshaping shareholder structure
V2X (VVX) recently completed a secondary offering of over two million common shares by a selling shareholder. This transaction significantly reshaped V2X's ownership structure without raising new capital for the company itself, as the shares were sold by an existing shareholder, leaving an affiliated entity with a minor residual stake. According to Spark, TipRanks’ AI Analyst, VVX is currently rated as Neutral, based on solid financial recovery but offset by thin margins and higher valuation.
Major V2X (NYSE: VVX) holder exits in 2.0M-share stock offering
V2X, Inc. announced a secondary public offering of 2,004,569 shares by Vertex Aerospace Holdco LLC, underwritten by Morgan Stanley & Co. LLC. V2X itself did not sell any shares or receive proceeds from this transaction. Following the offering, Vertex Aerospace Holdco LLC no longer holds V2X common stock, though an affiliated entity retains approximately 1.2% beneficial ownership.
V2X, Inc. (NYSE:VVX) Given Consensus Rating of "Moderate Buy" by Brokerages
V2X, Inc. (NYSE:VVX) has received a consensus "Moderate Buy" rating from eleven brokerages, with an average 12-month price target of $77.80. This comes after the company reported better-than-expected Q1 earnings and revenue, though the stock dropped 7.1% post-announcement, partly due to a major shareholder selling a significant stake. Institutional ownership remains high at 95.18%, and analysts forecast an EPS of 6.13 for the current fiscal year.
Why V2X (VVX) Is Up 11.2% After Follow-On Offering And Raised 2026 Revenue Guidance
V2X, Inc. saw an 11.2% stock price increase after completing a US$149.04 million follow-on common stock offering and raising its full-year 2026 revenue guidance to US$4.83 billion to US$4.98 billion. This optimistic outlook is fueled by US$4.10 billion in new awards and a record US$13.80 billion backlog, supporting increased confidence in management's investment narrative despite the dilution from the equity raise. The company's Q1 2026 sales reached US$1,254.13 million, with net income more than doubling to US$18.93 million year-over-year.
V2X, INC. ANNOUNCES SALE OF APPROXIMATELY 2.0 MILLION SHARES OF COMMON STOCK IN SECONDARY OFFERING BY VERTEX AEROSPACE
V2X, Inc. announced the sale of over 2 million shares of its common stock by Vertex Aerospace Holdco LLC in an underwritten secondary offering. V2X will not sell any shares or receive proceeds from this offering, which is expected to close around May 8, 2026. Following the sale, Vertex Aerospace will no longer own V2X common stock directly, though an affiliated entity will retain about 1.2% beneficial ownership.
V2X shares fall in premarket after $149 million secondary offering
V2X Inc. shares fell 1.9% in premarket trading following a $149 million secondary offering by Vertex Aerospace Holdco. Approximately 2 million shares were sold at $74.35 each, a 1.4% discount to Thursday's closing price. After the transaction, Vertex Aerospace no longer holds VVX stock, though an affiliated entity retains about 1.2% of shares outstanding.
V2X, INC. ANNOUNCES SALE OF APPROXIMATELY 2.0 MILLION SHARES OF COMMON STOCK IN SECONDARY OFFERING BY VERTEX AEROSPACE
V2X, Inc. announced the sale of over 2 million shares of its common stock by Vertex Aerospace Holdco LLC. V2X will not receive any proceeds from this secondary offering. After the sale, Vertex Aerospace will no longer own V2X common stock directly, though an affiliate will retain a significant beneficial interest.
V2X shareholder launches 2M-share secondary offering
A V2X shareholder is launching a secondary offering of 2 million shares of common stock. The offering is managed by sole book-running manager Morgan Stanley. V2X will not receive any proceeds from the sale of these shares by the selling shareholder.
Vertex Aerospace sells 2.0M V2X shares at $74.35; V2X gets no proceeds
V2X (NYSE:VVX) announced the pricing of a secondary offering where Vertex Aerospace will sell 2,004,569 shares at $74.35 per share. V2X will not receive any proceeds from this offering, as it is a sale by an existing shareholder, not the company. Following the sale, Vertex Aerospace will no longer directly own V2X shares, though an affiliated entity will retain approximately 1.2% of outstanding common stock.
V2X Announces Board Changes and Shareholder Meeting Results
V2X (VVX) announced board changes following its 2026 Annual Meeting of Shareholders, including the departure of director Steven L. Waechter due to an age-based governance rule and a reduction in board size. Shareholders re-elected Class III directors, ratified RSM US LLP as the independent auditor, and approved executive compensation, indicating strong investor support. TipRanks’ AI Analyst, Spark, rates VVX as Neutral, citing improved fundamentals and strong earnings tempered by thin margins and volatile cash generation.
Vertex Aerospace sells 2 million V2X shares in secondary offering
Vertex Aerospace Holdco LLC is selling over 2 million shares of V2X (NYSE:VVX) common stock in an underwritten public offering, with V2X not receiving any proceeds from the transaction. Following the sale, Vertex Aerospace will no longer directly own V2X shares, though an affiliate will retain a 1.2% stake. This move comes as V2X stock trades near its 52-week high after a strong performance, with InvestingPro indicating the stock is undervalued and in "GREAT" financial health.
V2X, INC. ANNOUNCES PRICING OF OFFERING OF APPROXIMATELY 2.0 MILLION SHARES OF COMMON STOCK IN SECONDARY OFFERING BY VERTEX AEROSPACE
V2X, Inc. announced the pricing of a secondary offering of 2,004,569 shares of its common stock by Vertex Aerospace Holdco LLC at $74.35 per share. V2X will not receive any proceeds from this offering. The transaction is expected to close around May 11, 2026, after which Vertex Aerospace will no longer directly own V2X common stock, though an affiliated entity will retain a 1.2% beneficial ownership.
V2X, INC. ANNOUNCES SALE OF APPROXIMATELY 2.0 MILLION SHARES OF COMMON STOCK IN SECONDARY OFFERING BY VERTEX AEROSPACE
V2X, Inc. announced that Vertex Aerospace is selling approximately 2.0 million shares of V2X common stock in an underwritten secondary offering. V2X will not receive any proceeds from this sale. After the offering, Vertex Aerospace will no longer own V2X common stock, though an affiliated entity will still beneficially own about 1.2% of outstanding shares.
V2X (VVX) trims board, logs strong support in 2026 shareholder votes
V2X, Inc. (VVX) announced the results of its 2026 Annual Meeting of Shareholders, including the departure of director Steven L. Waechter due to age limits, which resulted in the board size being reduced from ten to nine members. Shareholders also elected three Class III directors, ratified RSM US LLP as the independent auditor, and approved executive compensation on an advisory basis, all with strong support. New committee roles were assigned to Gerard A. Fasano and Nicole B. Theophilus following Mr. Waechter's departure.
V2X, INC. ANNOUNCES SALE OF APPROXIMATELY 2.0 MILLION SHARES OF COMMON STOCK IN SECONDARY OFFERING BY VERTEX AEROSPACE
V2X, Inc. announced the sale of approximately 2.0 million shares of its common stock in a secondary offering by Vertex Aerospace. V2X will not receive any proceeds from this offering, which is expected to close around May 8, 2026. Following the sale, Vertex Aerospace will no longer own V2X common stock, though an affiliated entity will retain about 1.2% of outstanding shares.
FMR LLC discloses 3.74M shares (12.0%) in V2X Inc. (NASDAQ: VVX)
FMR LLC has filed a Schedule 13G/A, Amendment No. 11, disclosing a beneficial ownership of 3,742,265.81 shares, representing a 12.0% stake in V2X Inc. (NASDAQ: VVX). The filing indicates a passive investment, with Abigail P. Johnson holding sole dispositive power over these shares. This disclosure suggests FMR LLC is reporting new or adjusted holdings as a passive investor, without intent to influence control of the company.
Is It Too Late To Consider V2X (VVX) After Its Strong Share Price Run?
This article analyzes V2X (VVX) stock's valuation after a significant price increase, using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio approaches. The DCF model suggests V2X is undervalued by 58.3% at $76.50, with an intrinsic value of $183.54 per share, while the P/E analysis indicates it is slightly overvalued compared to its fair ratio. The report also introduces "Narratives" for investors to develop their own valuation based on various assumptions for future growth and risk.
V2X, General Motors, and U.S. Army Celebrate 11 Years of the Shifting Gears Automotive Technician Training Program
V2X, General Motors, and the U.S. Army are celebrating the 11th anniversary of their collaborative Shifting Gears Automotive Technician Training Program. This program provides essential skills to transitioning service members, preparing them for careers in the automotive industry. The celebration highlights the long-standing success of this initiative in supporting military personnel.
Earnings call transcript: V2X Inc Q1 2026 earnings beat estimates
V2X Inc reported strong Q1 2026 financial results, with EPS of $1.53 and revenue of $1.25 billion, both exceeding analyst expectations. The company achieved 23% year-over-year revenue growth, driven by an expanded customer base and strategic AI initiatives. V2X raised its full-year 2026 guidance, expecting continued growth in revenue, Adjusted EBITDA, and Adjusted Diluted EPS.
Work Product Protection and the Disclosure of AI Tools in Discovery: Lessons from Morgan v. V2X (Part I)
The article discusses the *Morgan v. V2X* decision, a significant ruling from the U.S. District Court for the District of Colorado, which provides guidance on the use of AI in eDiscovery and its interaction with legal protections like work product doctrine. It specifically examines whether work product protection applies to a pro se litigant's use of AI tools and the extent to which protective orders should restrict AI use. The court concluded that work product protections extend to pro se litigants using AI, but disclosure of the specific AI tool may still be required if it doesn't reveal mental impressions or case strategy.
V2X, Inc. (NYSE:VVX) Q1 2026 Earnings Call Transcript
V2X, Inc. (NYSE:VVX) reported strong Q1 2026 financial results, exceeding earnings expectations with a significant increase in revenue, adjusted net income, and EPS. The company achieved a record backlog of $13.8 billion due to robust contract awards, driven by its "Go Towards Tomorrow" strategy and increased demand for its services across various defense and aerospace sectors. V2X raised its full-year 2026 guidance, anticipating further growth in revenue, adjusted EBITDA, and adjusted diluted EPS due to solid execution and strategic investments, including in AI-enabled platforms.
V2X: Q1 Earnings Snapshot
V2X, Inc. reported a strong first quarter, with profit reaching $18.9 million, or 60 cents per share. Adjusted earnings of $1.53 per share significantly surpassed Wall Street expectations of $1.18 per share. The government services company also exceeded revenue forecasts, posting $1.25 billion against an expected $1.12 billion, and provided positive full-year guidance.
Citizens raises V2X stock price target to $90 on momentum
Citizens Bank has increased its price target for V2X, Inc. (NYSE:VVX) to $90 from $80, maintaining a Market Outperform rating due to strong momentum and fundamental aspects. The company's stock has shown significant gains, and analysts cite V2X's comprehensive solutions, large addressable market, robust pipeline, and experienced management as key drivers. V2X recently reported strong Q1 2026 financial results, exceeding both earnings and revenue forecasts.
V2X Earnings Call Signals Robust Growth And Backlog
V2X, Inc. (VVX) reported strong Q1 2026 earnings, including a 23% year-over-year revenue increase to $1.254 billion, a 55% jump in adjusted diluted EPS to $1.53, and a record $13.8 billion backlog. The company raised its full-year 2026 guidance, driven by major contract wins like the T-6 training program and expanding its customer base and geographic reach. Despite positive growth, the company noted temporary negative operating cash flow in Q1 due to working capital and start-up effects, and higher SG&A from one-time professional fees.
V2X surges 8% on earnings beat and raised guidance
V2X, Inc. reported strong first-quarter 2026 results, surpassing analyst expectations for both EPS and revenue, leading to an 8.2% surge in shares. The defense contractor also raised its full-year 2026 guidance for revenue and adjusted EPS, driven by its alignment with national security priorities and disciplined execution. The company secured numerous awards, significantly increasing its backlog and improving its net debt position.
V2X (VVX) Q1 2026 revenue jumps to $1.25B as backlog hits $13.8B
V2X, Inc. (VVX) reported strong financial results for Q1 2026, with revenue increasing by 23% to $1.25 billion and net income more than doubling to $18.9 million. The company's total backlog reached $13.8 billion, providing robust future revenue visibility, although a potential scope reduction on the LOGCAP V – Kuwait Task Order after June 2026 introduces some uncertainty. V2X maintains adequate liquidity with $208.7 million in cash and access to significant credit facilities, while focusing on integrated solutions for defense customers amidst a complex geopolitical and economic environment.
V2X faces earnings test as defense contract wins meet margin doubts
V2X Inc. is set to report its first-quarter results, with analysts anticipating earnings of $1.24 per share on $1.13 billion in revenue. The defense contractor has secured significant contracts, leading to a 25% year-to-date surge in its stock, but concerns about margin expansion and the conversion of contract awards into sustainable revenue growth remain. Investors will be closely watching for management's commentary on pipeline conversion and signs that higher-margin work can offset traditional logistics contracts.
How V2X’s Mixed Earnings Signals Will Impact V2X (VVX) Investors
V2X (VVX) is preparing to report its March 2026 quarter results, with analysts forecasting US$1.18 EPS and revenue growth year-over-year. However, recent estimate revisions and a negative Earnings ESP have introduced uncertainty regarding an earnings beat. Investors are focused on how the company's contract pipeline, defense focus, and modernization capabilities will translate into sustained earnings growth, especially given its recent collaboration with Elastic to enhance data and analytics capabilities for government clients.
V2X to Announce Fourth Quarter and Full Year 2025 Financial Results
V2X Inc. (VVX) is set to announce its financial results for the fourth quarter and full year 2025. This information was disseminated by Quantisnow, a platform providing real-time market data and news for investors, which aggregates various financial insights including press releases and analyst ratings. The article also lists recent analyst ratings for V2X and related company news.
V2X (VVX) Expected to Announce Earnings on Monday
V2X (NYSE:VVX) is expected to announce its Q1 2026 earnings on Monday, May 4th, with analysts projecting $1.24 EPS and $1.1221 billion in revenue. The company previously beat estimates with $1.56 EPS on $1.22 billion in revenue in the prior quarter. Despite a major shareholder selling a significant portion of shares, institutional investors collectively own a large percentage of the stock, and analysts maintain a consensus "Hold" rating with a target price of $73.44.
