V2X Stock Price, News & Analysis

V2X (NYSE: VVX) was awarded a $980 million IDIQ position with the Air Force Life Cycle Management Center to provide rapid, full lifecycle support for Automated Test Systems (ATS).

The contract covers sustainment of ATS for fighter jets, bombers, cargo/airlift/tanker aircraft, UAVs, helicopters and supports users including the U.S. Air Force, Air Force Reserve, Air National Guard, the F-35 program and Foreign Military Sales customers.

The IDIQ has a 5-year base ordering period with an option to extend for an additional 5 years, and includes maintenance of both commercial and noncommercial products across the ATS portfolio.

V2X (NYSE: VVX) was awarded a 10-year, $425 million indefinite-delivery/indefinite-quantity contract to modernize and upgrade cockpit displays for the U.S. Air Force F-16 fleet.

Under the award V2X will supply center display unit full kits, line- and shop-replaceable units, and related support hardware. Work will be performed at V2X's Indianapolis facility and is expected to be completed by September 2035. The company says this is the largest award received for its F-16 CDU program and emphasizes cost-effective technology insertion with minimal retrofit to reduce lifecycle costs.

V2X (NYSE:VVX) completed the acquisition of QinetiQ's U.S. Intelligence business for approximately $24 million net of estimated tax benefits, adding data engineering, intelligence mission support, and cyber solutions capabilities.

The deal brings ~70 professionals with intelligence and cyber expertise into V2X and expands the company's access to critical national security programs. Integration is underway and will continue over the coming months, with management saying the acquisition strengthens V2X's ability to deliver data-enabled mission solutions across domains.

V2X (NYSE:VVX) announced that Vertex Aerospace is selling 2.25 million shares of V2X common stock in an underwritten secondary offering expected to close on or about November 13, 2025. V2X is not selling shares and will receive no proceeds from the offering. Subject to closing, V2X will repurchase 363,638 shares from the underwriter using cash on hand.

After the transaction and repurchase, Vertex Aerospace will beneficially own 6,217,286 shares (≈19.9%). Upon closing, the Shareholders Agreement will automatically terminate and Vertex Aerospace will lose its board nomination and committee appointment rights, with affiliated directors resigning.

V2X (NYSE:VVX) reported Q3 2025 revenue of $1.17 billion, up 8% year‑over‑year, net income of $24.6 million and adjusted net income of $43.7 million. Adjusted EBITDA was $85.2 million with a margin of 7.3%. GAAP diluted EPS was $0.77; adjusted diluted EPS was $1.37, up 6% year‑over‑year.

The company repurchased $10 million of shares, completed a strategic acquisition of a specialized intelligence business, and won new awards including a $425 million IDIQ contract to modernize F‑16 cockpit displays. V2X raised the midpoints of 2025 revenue, adjusted EBITDA, and adjusted diluted EPS guidance while lowering the midpoint for adjusted net cash provided by operating activities to reflect potential timing delays from a government shutdown.

V2X (NYSE: VVX) will exhibit at the AUSA Annual Meeting in Washington, D.C., from October 13–15, 2025, at Booth #1405 in Exhibit Hall B. The company will debut Tempest, a rugged COTS-based Mobile Fires Platform with dual launchers and a proven Counter-UAS capability for Class 2–3 UAS, plus trailer-mounted variants for fixed-site defense.

V2X will also demo its Gateway Mission Router (GMR) with new Wireless Intercom and Maintenance Data Offload features, highlight Warfighter Training and Readiness Solutions for TADSS, and present a collaboration with Bell supporting the Army's Flight School Next program at Fort Novosel.

V2X (NYSE: VVX) will report third quarter 2025 financial results on Monday, November 3, 2025 after market close. Senior management will host a conference call the same day at 4:30 p.m. ET.

U.S. dial-in: 877-300-8521; international dial-in: 412-317-6026. A live webcast and slide presentation will be available at https://app.webinar.net/80dR21K5Yr9 and on the Investors section of the V2X website at https://gov2x.com/. A replay will be posted on the V2X website shortly after the call and available for one year. Telephonic replay available through November 17, 2025 at 844-512-2921 (domestic) or 412-317-6671 (international) with passcode 10202916.

V2X (NYSE: VVX) appointed Jeff Cheatham as Vice President of Contracts and Subcontracts effective Oct. 13, 2025.

Cheatham will oversee contract strategy, negotiation, and administration across the enterprise and will report to General Counsel Jeremy Nance. He joins from Peraton, where he served as Vice President of Contracts and brings more than 25 years of federal contracting, procurement, and business leadership experience.

The role emphasizes execution, compliance, and customer engagement to support V2X's global operations. Cheatham holds an MBA from the University of Maryland Robert H. Smith School of Business and a BS in Economics, cum laude, from George Mason University.

V2X (NYSE:VVX) has secured an $84 million task order from the U.S. Navy under their Global Contingency Services Multiple Award Contract III. The contract includes a one-year base period with three option years, focusing on supporting water supply systems at Red Hill, Hawaii.

Under the leadership of CEO Jeremy C. Wensinger, V2X will continue its mission to establish safe and reliable water infrastructure, building on its existing presence across the Pacific region. The award demonstrates V2X's capability in delivering rapid, multi-domain solutions for critical contingency and humanitarian operations.