Meeder Asset Management Inc. Buys Shares of 33,751 V2X, Inc. $VVX
Meeder Asset Management Inc. has acquired 33,751 shares of V2X, Inc. (NYSE:VVX) worth approximately $2.5 million, bringing institutional ownership of V2X stock to 95.18%. The company recently reported strong quarterly earnings of $1.64 per share, surpassing estimates, and saw its revenue increase by 16.5% year-over-year. Analysts currently hold a "Hold" rating for V2X with an average price target of $86.90.
Rice Hall James & Associates LLC Invests $2.14 Million in V2X, Inc. $VVX
Rice Hall James & Associates LLC has acquired a new stake in V2X, Inc. (NYSE:VVX) worth approximately $2.14 million, representing 0.09% of the company. This investment comes as V2X reported strong quarterly earnings, beating analyst estimates, and provided positive fiscal 2026 EPS guidance. Institutional investors now own a significant 95.18% of V2X, which currently has a consensus "Hold" rating from analysts, with several firms issuing "Buy" or "Market Outperform" ratings.
V2X | 4: Statement of changes in beneficial ownership of securities-Director Parker Melvin
This document is a statement of changes in beneficial ownership of securities for Director Parker Melvin of V2X. It indicates that there have been changes in his holdings of company securities, as required by regulatory disclosure rules. This type of filing provides transparency regarding insider transactions.
V2X (VVX) Wins Fresh Defense Contracts, Is The Stock Still Undervalued?
V2X (VVX) has secured new U.S. defense contracts, including logistics support for the Marine Corps and sustainment work for Navy and Air Force aircraft, driving its stock up 48.76% year to date. Despite this strong performance, Simply Wall St's analysis suggests V2X is still undervalued, with a fair value of $89.09 against its current price of $82.65, attributing this to post-merger synergies, cost management, and strong free cash flow. However, the company's valuation remains dependent on securing large future contracts.
Senate Confirms an Executive for a National Reconnaissance Office Role
V2X announced that its Chief Growth Officer, Dr. L. Roger Mason Jr., has been confirmed by the U.S. Senate as the new Director of the National Reconnaissance Office. Mason joined V2X in 2025 and was credited with strengthening the company's position in national security and intelligence sectors. V2X will later announce plans for his replacement.
V2X General Counsel Jeremy John Nance Sells 3,500 Shares at $82.005 Average Price in August 2026
Jeremy John Nance, SVP and General Counsel of V2X, Inc. (NYSE:VVX), sold 3,500 shares of company stock on August 14, 2026, at a weighted average price of $82.005 per share. Following the transaction, Nance directly retains 13,111 shares and indirectly holds 99 shares through his son. The sale was an open-market transaction and was not executed under a Rule 10b5-1(c) trading plan.
V2X (VVX) legal chief sells 3,500 shares in market trade
V2X, Inc.'s SVP and General Counsel, Jeremy John Nance, sold 3,500 shares of the company's common stock on August 14, 2026, at a weighted average price of $82.005 per share. Following this transaction, Nance directly holds 13,111 shares and indirectly owns 99 shares. The sale was an open market transaction and was not conducted under a Rule 10b5-1 trading plan.
V2X chief growth officer confirmed as NRO director
V2X Inc. announced that its Chief Growth Officer, Dr. L. Roger Mason Jr., has been confirmed by the U.S. Senate as the new Director of the National Reconnaissance Office. Mason joined V2X in 2025 and was responsible for the company's integrated growth organization, overseeing various strategic and developmental aspects. V2X CEO Jeremy C. Wensinger praised Mason's leadership and commitment, and the company plans to announce his successor for the Chief Growth Officer role at a later date.
V2X Congratulates Chief Growth Officer Roger Mason on Confirmation as Director of the National Reconnaissance Office
V2X, Inc. announced that its Chief Growth Officer, Dr. L. Roger Mason Jr., has been confirmed by the U.S. Senate as the new Director of the National Reconnaissance Office. Mason joined V2X in 2025 and significantly strengthened the company's strategic positioning in national security. V2X President and CEO Jeremy C. Wensinger praised Mason's leadership and commitment, expressing pride in his continued public service.
V2X (VVX) Wins Fresh Defense Contracts, Is The Stock Still Undervalued?
V2X (VVX) has recently secured new U.S. defense contracts, leading to a significant stock price increase of 48.76% year-to-date. Despite this surge, a common narrative suggests the stock is still undervalued by 7.2%, with a fair value of $89.09 compared to its current price of $82.65. The company's future growth hinges on winning more large contracts and rebuilding its backlog, while focusing on operational synergies and debt reduction.
Putnam Small Cap Value Fund's V2X Inc(VVX) Holding History
This article details Putnam Small Cap Value Fund's historical and current holdings in V2X Inc (VVX). As of May 31, 2026, the fund held 38,800 shares valued at $3.23 million, representing 1.11% of its portfolio. The fund has made 10 purchases and 9 sales of VVX since 2021Q4, resulting in an estimated gain of $1.51 million.
Did New Defense Logistics Wins and Raised Guidance Just Shift V2X's (VVX) Investment Narrative?
V2X, Inc. recently reported strong Q2 2026 results, including higher sales and earnings, increased full-year revenue guidance, and significant new defense contracts like a US$500 million Marine Corps logistics award. These developments suggest a deepening role for V2X in long-term U.S. defense logistics and sustainment programs, potentially altering its revenue mix and earnings profile. The article discusses how these contract wins, particularly the Marine Corps SECREP contract, could influence V2X's investment narrative and future financial performance, despite inherent risks in fixed-price contracts.
Did New Defense Logistics Wins and Raised Guidance Just Shift V2X's (VVX) Investment Narrative?
V2X, Inc. recently reported increased Q2 sales and earnings, raised its full-year 2026 revenue guidance, and secured new U.S. defense contracts totaling over $1 billion, including significant awards from the Marine Corps, Air Force, and Navy. These developments suggest a strengthening role for V2X in long-term defense logistics and sustainment, potentially altering its revenue mix and earnings profile. While these wins reinforce V2X's investment narrative of durable revenue from a large contract pipeline, investors should also consider the inherent execution risks and potential margin pressures associated with fixed-price, outcome-based contracts.
Did New Defense Logistics Wins and Raised Guidance Just Shift V2X's (VVX) Investment Narrative?
V2X, Inc. recently announced strong second-quarter results, increased its full-year 2026 revenue guidance, and secured several significant U.S. defense contracts totaling over $1 billion. These developments, particularly the Marine Corps logistics support contract, reinforce V2X's role in long-term defense sustainment programs and could positively impact its revenue mix and earnings profile. The article suggests this may lead to a re-evaluation of its investment narrative, though execution risks on fixed-price contracts remain.
Bank of America Corp DE Increases Position in V2X, Inc. $VVX
Bank of America Corp DE significantly increased its stake in V2X, Inc. by 26.5% during the first quarter, now holding 517,369 shares valued at $35.4 million. Despite institutional investors owning a large portion of the company, analyst sentiment is mixed, with a consensus "Hold" rating and an average price target of $86.90. V2X recently surpassed earnings and revenue expectations, reporting $1.64 EPS and $1.26 billion in revenue.
V2X Q2 Adjusted Earnings, Revenue Rise; 2026 Guidance Raised
V2X reported a significant increase in its second-quarter adjusted earnings and revenue, exceeding analyst estimates. The company also raised its revenue and adjusted EBITDA guidance for 2026, projecting strong growth driven by contract wins and operational improvements. V2X's CEO highlighted the robust demand for their services and a solid pipeline for future growth.
What V2X (VVX)'s New C-12 Contract and Raised 2026 Guidance Means For Shareholders
V2X, Inc. reported strong second-quarter results and raised its 2026 revenue guidance to US$4,875 million–US$5,025 million. The company secured new U.S. defense contracts, including a US$500 million C-12 support contract and an US$87 million SUU-79 pylon sustainment deal, which are expected to contribute to more recurring and higher-quality cash flows. While these multi-year, fixed-price contracts strengthen V2X's outlook, the company remains sensitive to the timing of large U.S. defense contract wins and concentrated exposure.
V2X, Inc. SEC Filing (Aug 14, 2026)
This article reports on V2X, Inc.'s SEC Form 144 filing from August 14, 2026. The filing indicates a proposed sale of 3500 shares of common stock, valued at approximately $287,015.93, acquired through restricted stock vesting on July 5, 2024. The filing was accepted by the SEC EDGAR system on August 14, 2026, at 01:05 PM.
Have V2X Insiders Been Selling Stock?
An independent director at V2X, Inc. recently sold a significant portion of their stock, raising some caution among investors. While insider selling occurred, there have been no insider purchases in the last year, and insider ownership remains relatively low at 1.5%. Despite these concerns, V2X is experiencing earnings growth.
V2X, Inc. (VVX) director Melvin Parker sells 5,000 shares, keeps 20,200
V2X, Inc. director Melvin Parker sold 5,000 shares of company common stock on August 11, 2026, at a price of $81.411 per share in an open market transaction. Following this sale, Parker directly holds 20,200 shares of V2X, Inc. common stock. The transaction was not conducted under a Rule 10b5-1 trading plan.
V2X Secures Contract Worth Up to $500M for US Marine Corps Logistics Support
V2X has been awarded a contract by the U.S. Marine Corps Logistics Command, potentially worth up to $500 million, to provide logistics integration support for the Marine Force Storage Command’s Secondary Repairable program (SECREP). The contract has an initial value of $391 million and focuses on overseeing the repair and sustainment of secondary repairable components. V2X has a long-standing relationship with the SECREP program and has previously secured other logistics projects with the U.S. Navy, including sustainment work for C-26 and C-12 aircraft fleets.
VVX (NYSE: VVX) insider files for potential sale of 5,000 shares
An insider at V2X, Inc. (NYSE: VVX) has filed a Form 144 notice indicating a potential sale of 5,000 shares of common stock, valued at $407,055.00. These shares are held at Fidelity Brokerage Services LLC and are associated with restricted stock vesting from 2019 and 2020. The filing, dated August 11, 2026, also notes that the shares are listed on the NYSE.
Assenagon Asset Management S.A. Has $11.06 Million Stock Position in V2X, Inc. $VVX
Assenagon Asset Management S.A. significantly increased its stake in V2X, Inc. by 871.3% in the second quarter, now holding 148,395 shares valued at approximately $11.06 million. The company, V2X, Inc., recently beat its quarterly earnings expectations, reporting $1.64 EPS against a $1.44 consensus and 16.5% year-over-year revenue growth. Analysts maintain a "Moderate Buy" rating for V2X, with an average price target of $86.90.
V2x, Inc. Announces Resignation of L. Roger Mason, Jr. from Senior Vice President and Chief Growth Officer, Effective August 7, 2026
V2x, Inc. announced the resignation of Dr. L. Roger Mason, Jr. from his roles as Senior Vice President and Chief Growth Officer, effective August 7, 2026. Dr. Mason is leaving to become the Director of the National Reconnaissance Office of the U.S. Department of War, and his departure was not due to any disagreement with the company. Jeremy C. Wensinger, the CEO, will temporarily assume Dr. Mason's responsibilities.
Form 8K V2X Inc For: 10 August By Investing.com
This article reports on the filing of a Form 8K by V2X Inc. on August 10th. The brief notice from Investing.com indicates that the filing is available for public review. The content primarily consists of navigational links and market data, with the core information being the Form 8K announcement.
V2X stock rises after winning Marine Corps contract
V2X Inc. (NYSE:VVX) shares rose after the company announced it secured a logistics contract from the U.S. Marine Corps Logistics Command, worth up to $500 million. Under the contract, V2X will provide Logistics Integration Support Services for the Marine Force Storage Command’s Secondary Repairable program, coordinating repair and sustainment processes. The company's CEO emphasized their commitment to supporting U.S. Marine Corps readiness, building on over twenty years of prior support for the SECREP program.
V2X shares gain after securing Marine Corps contract worth up to $500 million
V2X Inc. (NYSE:VVX) shares rose 1.6% after the company secured a logistics contract from the U.S. Marine Corps Logistics Command, potentially worth up to $500 million. This contract extends V2X's two-decade relationship with the Marine Corps, focusing on managing repair and sustainment activities for secondary repairable components to enhance equipment readiness and efficiency. The deal strengthens V2X's position in the defense logistics market.
V2X wins $391M Marine Corps logistics support contract
V2X Inc. (NYSE:VVX) has secured a contract from the U.S. Marine Corps Logistics Command worth approximately $391 million, with a potential value of up to $500 million, to provide logistics integration support services for the Marine Force Storage Command’s Secondary Repairable program. V2X will manage the repair and sustainment of crucial components, collaborating with various partners. The company has a long history of supporting the Marine Corps' SECREP program, spanning over two decades.
V2X wins $391M contract to support US Marine Co...
V2X Inc. has secured a significant contract with the U.S. Marine Corps Logistics Command, valued at approximately $391 million and potentially reaching $500 million. This contract involves providing logistics integration support for the Marine Force Storage Command's Secondary Repairable program, focusing on the repair and sustainment of critical equipment. V2X's role is to enhance equipment availability and operational readiness through managing complex repair processes and supply chains.
U.S. Marine Corps Awards V2X Up to $500M Logistics Integration Support Contract
V2X Inc. has secured a contract with the U.S. Marine Corps Logistics Command, potentially valued at up to $500 million, to provide Logistics Integration Support Services for the Marine Force Storage Command's Secondary Repairable (SECREP) program. This contract builds on V2X's two decades of support for the SECREP program, focusing on coordinating complex repair and sustainment processes to ensure critical equipment readiness. The services will leverage a network of manufacturers, military depots, and industry partners to manage mission-essential components, aiming to reduce costs, improve repair cycle times, and increase equipment availability for the Marine Corps.
V2X Will Coordinate Repairs Across Marine Corps Logistics Network
V2X (NYSE: VVX) has secured a contract with the U.S. Marine Corps Logistics Command, valued at up to $500 million, for Logistics Integration Support Services for the Secondary Repairable (SECREP) program. This agreement extends V2X's over two decades of support to the Marine Corps, focusing on coordinating the repair and sustainment of critical components through a network of OEMs, military depots, and industry partners. The company aims to enhance Marine Corps readiness by improving repair cycle times, reducing costs, and increasing equipment availability.
Reinhart Partners LLC. Cuts Stake in V2X, Inc. $VVX
Reinhart Partners LLC. reduced its stake in V2X, Inc. by 2.4% in the second quarter, selling 34,543 shares but still holding 1.41 million shares valued at approximately $104.9 million. Institutional investors collectively own 95.18% of V2X. The company exceeded quarterly expectations, reporting $1.64 EPS against a $1.44 consensus and revenue of $1.26 billion, a 16.5% year-over-year increase, and provided fiscal 2026 EPS guidance of $5.90–$6.30, with analysts maintaining a "Moderate Buy" rating and an average price target of $86.90.
First Trust Advisors LP Buys 21,551 Shares of V2X, Inc. $VVX
First Trust Advisors LP significantly increased its stake in V2X, Inc. by 76.7% in the first quarter, adding 21,551 shares to own 49,644 shares valued at $3.4 million. This comes as V2X reported strong Q1 earnings, beating analyst estimates with $1.64 EPS and revenue up 16.5% year-over-year to $1.26 billion. Analysts maintain a "Moderate Buy" consensus for VVX, with an average price target of $86.90, and several firms recently raised their price targets.
What V2X (VVX)'s New C-12 Contract and Raised 2026 Guidance Means For Shareholders
V2X, Inc. (VVX) reported increased Q2 sales and earnings, raising its 2026 revenue guidance to US$4,875 million–US$5,025 million. The company also secured new defense contracts, including a US$500 million C-12 support contract and an US$87 million SUU-79 pylon sustainment deal, signaling a focus on long-term, margin-accretive cash flows. These developments are expected to strengthen its investment narrative by addressing backlog concerns and enhancing revenue visibility.
BlackRock (VVX) discloses 3.84M-share, 12.3% ownership position in V2X, INC.
BlackRock, Inc. has filed an amended Schedule 13G, revealing a 12.3% ownership stake in V2X, INC. common stock, totaling 3,840,078 shares. Of these, 3,796,156 shares carry sole voting power, and all 3,840,078 shares are subject to sole dispositive power. The filing clarifies that this position is held by various BlackRock business units, and no single underlying person holds more than five percent of V2X's outstanding common shares.
V2X Wins $87 Million Contract Supporting F/A-18 Mission Readiness
V2X, Inc. has been awarded an $87 million contract to enhance the performance and mission readiness of SUU-79 pylons for the U.S. Navy's F/A-18 Super Hornet and EA-18G Growler aircraft. This contract extends V2X's long-standing support for these Navy aircraft systems, ensuring the continued operational effectiveness of critical components through advanced repair techniques and lifecycle sustainment expertise. The work, to be completed by January 2030 in Indianapolis, Indiana, highlights V2X's commitment to supporting naval forces with mission-critical sustainment solutions.
FMR LLC discloses 14.1% V2X Inc (VVX) ownership with over 4.4M shares
FMR LLC has disclosed a 14.1% ownership stake in V2X Inc. (VVX), holding over 4.4 million shares as of June 30, 2026. The filing, an amended Schedule 13G/A, indicates that FMR LLC has sole voting power over 4,413,465 shares and sole dispositive power over 4,414,201.15 shares. Abigail P. Johnson also holds sole dispositive power over the same amount of shares.
Noble Financial Has Bullish Forecast for V2X FY2027 Earnings
Noble Financial has raised its FY2027 EPS forecast for V2X (NYSE:VVX) to $6.63 from $6.05, maintaining an "Outperform" rating, above the consensus estimate of $6.25. This positive outlook follows V2X exceeding quarterly expectations with EPS of $1.64 and revenue of $1.26 billion, driven by new defense contracts including an $87 million U.S. Navy award and a potential $500 million Air Force sustainment contract. Despite mixed analyst ratings and a recent 1.1% stock dip, the company's strong performance and defense sector growth contribute to the bullish forecast.
Analysts Are Bullish on Top Industrial Goods Stocks: V2X (VVX), Red Cat Holdings (RCAT)
Analysts have issued bullish ratings for several industrial goods stocks, including V2X (VVX), Red Cat Holdings (RCAT), and Latham Group (SWIM). V2X received a Buy rating with a $90 price target, Red Cat Holdings a Buy rating with a $19 price target, and Latham Group a Buy rating with a $9.50 price target. These recommendations come from various analysts, highlighting potential upsides for these companies.
Janus Henderson Group PLC Has $6.71 Million Holdings in V2X, Inc. $VVX
Janus Henderson Group PLC significantly increased its stake in V2X, Inc. (NYSE:VVX) by 708.3% in the first quarter, now holding 97,883 shares valued at approximately $6.71 million. This increase comes as V2X reported strong quarterly earnings, beating expectations, and secured major defense contracts, including an $87 million U.S. Navy award and a $500 million U.S. Air Force contract. Despite a recent downgrade by Baird on valuation after a rally, analysts maintain a "Moderate Buy" consensus with a price target of $86.90 for V2X.
V2X shares fall in premarket after $149 million secondary offering
V2X Inc. shares fell in premarket trading following a $149 million secondary offering. Vertex Aerospace Holdco, managed by American Industrial Partners, sold approximately 2 million shares at $74.35 each, a 1.4% discount. After the transaction, Vertex Aerospace no longer holds VVX stock, though an affiliated entity retains a small stake.
V2x, Inc. Earnings Call Highlights Growth And Risks
V2x, Inc. delivered an upbeat Q2 earnings call, reporting strong revenue and EPS growth, a healthier balance sheet, and a robust backlog, despite acknowledging some near-term execution risks. The company raised its full-year 2026 guidance, driven by key program ramps, U.S. demand, large new awards, and expanding AI-enabled opportunities. While facing challenges like booking lumpiness, Kuwait/LOGCAP contraction, and modest EBITDA margins, V2x maintains a generally favorable outlook supported by its disciplined capital allocation and growing AI integration.
V2X (VVX) Lands A $500 Million Air Force Contract, Is The Stock Still Cheap?
V2X (VVX) recently secured a $500 million indefinite delivery and indefinite quantity contract from the U.S. Air Force for C-12 fleet support. Despite a recent share price decline, the stock has shown significant year-to-date and 1-year returns, and it trades below its fair value estimate. The company benefits from increased global defense spending but faces risks related to contract timing and backlog.
V2X Wins $87 Million Contract Supporting F/A-18 Mission Readiness
V2X, Inc. (NYSE: VVX) secured an $87 million firm-fixed-price, indefinite-delivery/indefinite-quantity contract to enhance the performance and mission readiness of SUU-79 pylons for the U.S. Navy's F/A-18 Super Hornet and EA-18G Growler aircraft. This contract continues V2X's long-standing support for these critical aircraft components, ensuring operational effectiveness and lethality through advanced repair techniques and lifecycle sustainment expertise. The work will be performed in Indianapolis, Indiana, with an expected completion by January 2030, reinforcing naval aviation operations.
V2X downgraded at Baird on valuation after major rally (VVX:NYSE)
Baird has downgraded V2X (VVX) shares to Neutral from Outperform, citing valuation concerns after a significant 58% year-to-date rally. While V2X reported a strong Q2 with supportive demand and a healthy book-to-bill ratio, analysts believe most of the positive news is already priced in. The firm anticipates a moderation in revenue growth during the second half of the year due to reduced Kuwait operations and national security work, despite an increased full-year outlook.
Stifel raises V2X stock price target on strong earnings beat
Stifel has increased its price target for V2X, Inc. (NYSE:VVX) shares from $79 to $102, maintaining a Buy rating, following the aerospace and defense services company's strong second consecutive quarter of exceeding earnings expectations. Despite a cautious outlook from some investors and a downgrade from Baird, V2X's sales grew 17% year-over-year, and its stock has risen 58% year-to-date, indicating robust performance. The new price target is based on a 10.5x 2027 EV/EBITDA multiple, with the stock currently appearing undervalued according to InvestingPro analysis.
Morgan Stanley Forecasts Strong Price Appreciation for V2X (NYSE:VVX) Stock
Morgan Stanley has increased its price target for V2X (NYSE:VVX) stock from $80 to $90, maintaining an "equal weight" rating, suggesting a 5.82% potential upside. This comes after V2X reported strong quarterly earnings, exceeding revenue and EPS expectations, and issued positive 2026 EPS guidance. Despite these strong results and significant institutional ownership, the stock experienced a slight dip, with investors scrutinizing its thin net margin and debt-to-equity ratio.
V2X (NYSE:VVX) Receives "Neutral" Rating from Robert W. Baird
Robert W. Baird has reissued a "Neutral" rating for V2X (NYSE:VVX), setting a price target of $94.00, indicating a potential 10.52% upside. Despite the neutral rating, V2X exceeded quarterly expectations with revenues of $1.26 billion and adjusted EPS of $1.64, leading to a 16.5% year-over-year revenue increase. The company also provided positive 2026 EPS guidance, though concerns about its thin 1.88% net margin and a debt-to-equity ratio near 1.0 persist.
V2X Awarded $500 Million U.S. Air Force C-12 Sustainment Contract Following Proven Readiness Performance
V2X Inc. has secured a $500 million indefinite-delivery/indefinite-quantity contract from the U.S. Air Force for C-12 aircraft fleet sustainment. This award, extending through June 2031, solidifies V2X's role in providing comprehensive logistics support for the globally deployed C-12 Huron fleet, known for its high mission capability rates. The company's proven performance and operational excellence were key factors in securing the renewed contract.
V2X Awarded $500 Million U.S. Air Force C-12 Sustainment Contract Following Proven Readiness Performance
V2X (NYSE: VVX) has secured a $500 million indefinite-delivery/indefinite-quantity, firm-fixed-price contract from the U.S. Air Force to continue providing Contractor Logistics Support for the C-12 Huron aircraft fleet through June 2031. The contract ensures ongoing maintenance, supply chain, engineering, logistics, and program management for the globally deployed C-12 fleet, which is used for cargo, medical evacuations, and personnel transport. V2X has consistently achieved mission capability rates exceeding 95% on the current program, reflecting its proven performance.
