V2X Awarded $100M In National Security Contracts

Rhea-AI Summary

V2X (NYSE: VVX) was awarded $100 million in classified national security contracts in Q4 2025 to support multiple U.S. defense and intelligence agencies. The awards cover cyber operations, special systems integration, unique facility solutions and contested logistics. According to the company, the contracts reflect expanding C5ISR and intelligence support work.

Positive

• $100 million awarded in Q4 2025 national security contracts
• Contracts span four capability areas: cyber, systems, facilities, logistics
• Multiple U.S. defense and intelligence agencies as contract customers

Negative

• Classified nature of awards limits public disclosure of timing and revenue impact

News Market Reaction

-4.19%

1 alert

-4.19% News Effect

-$93M Valuation Impact

$2.12B Market Cap

0.0x Rel. Volume

On the day this news was published, VVX declined 4.19%, reflecting a moderate negative market reaction. This price movement removed approximately $93M from the company's valuation, bringing the market cap to $2.12B at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

New classified contracts: $100 million Current share price: $68.23 T-6 COMBS contract: $4.3 billion +3 more

6 metrics

New classified contracts $100 million Awards in Q4 2025 for national security missions

Current share price $68.23 Pre-news close vs 52-week range $41.075–$71.40

T-6 COMBS contract $4.3 billion Long-term Air Force supply support through July 2034

Shares sold under Rule 144 1,200,000 shares Sale on Dec 11, 2025 at $55.05 per share

Major holder stake 5,017,286 shares (16.1%) Beneficial ownership reported as of Dec 12, 2025

Director RSU grants 838 RSUs each Equity awards to multiple directors on Jan 9, 2026

Market Reality Check

Price: $65.56 Vol: Volume 289,347 is below t...

normal vol

$65.56 Last Close

Volume Volume 289,347 is below the 20-day average of 395,788, indicating relatively muted pre-news trading. normal

Technical Shares at $68.23 are trading above the 200-day MA of $54.64, and about 4.4% below the 52-week high of $71.40.

Peers on Argus

Ahead of this positive contract news, VVX was down 1.19% while key Aerospace & D...

Ahead of this positive contract news, VVX was down 1.19% while key Aerospace & Defense peers like ATRO (-3.5%), RDW (-5.63%), and CDRE (-1.61%) also traded lower, but no peers appeared in the momentum scanner.

Historical Context

5 past events · Latest: Feb 04 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 04	Earnings date notice	Neutral	-1.7%	Set reporting date for Q4 and full-year 2025 results and call details.
Feb 03	AI partnership	Positive	+0.2%	Partnered with Google Public Sector on secure AI and cloud solutions.
Feb 02	Contract court ruling	Positive	-3.8%	Court upheld award of the <b>$4.3 billion</b> T-6 COMBS contract.
Jan 29	Logistics partnership	Positive	+0.7%	Announced smart warehousing and automation partnership with Amazon.
Jan 22	Defense competition phase	Positive	+1.8%	Advanced to Phase II of the US Army’s Flight School Next program.

Pattern Detected

Recent positive contract and partnership announcements often saw modestly positive reactions, but the large T-6 COMBS win previously coincided with a notable selloff, indicating occasional divergences on good news.

Recent Company History

This announcement of $100 million in classified national security contracts continues a steady flow of defense-related wins and partnerships. In late January and early February 2026, V2X highlighted the $4.3 billion T‑6 COMBS contract resumption, AI collaboration with Google Public Sector, and a smart warehousing partnership with Amazon, plus progress to Phase II of the Army’s Flight School Next competition. An upcoming earnings release on February 23, 2026 frames these awards as part of a broader growth narrative in defense and advanced technology services.

Market Pulse Summary

This announcement highlighted $100 million in classified national security contracts across cyber op...

Analysis

This announcement highlighted $100 million in classified national security contracts across cyber operations, systems integration, facilities, and contested logistics, reinforcing V2X’s positioning in C5ISR and defense services. In recent months, the company reported a major $4.3 billion contract resumption and multiple technology partnerships, plus an upcoming earnings release on February 23, 2026. Investors may watch how these awards translate into backlog, revenue visibility, and margin trends in forthcoming financial disclosures.

Key Terms

c5isr

1 terms

c5isr technical

"remain dedicated to supporting expanded C5ISR missions."

C5ISR stands for Command, Control, Communications, Computers, Cyber, Intelligence, Surveillance and Reconnaissance — a bundle of technologies and services that let militaries and governments collect information, protect networks, and make fast decisions. Think of it as a city’s emergency response system that links cameras, radios, maps and analysts so responders see what’s happening and act quickly. For investors, C5ISR work often means large, long-term government contracts, steady technology spending, and exposure to defense budget shifts and export rules.

AI-generated analysis. Not financial advice.

RESTON, Va., Feb. 11, 2026 /PRNewswire/ -- V2X Inc. (NYSE: VVX) was awarded $100 million in classified contracts during the fourth quarter of 2025 to support a broad range of national security missions for multiple U.S. defense and intelligence agencies. The awards include services and solutions in the areas of cyber operations, special systems integration, unique facility solutions and contested logistics.

"These awards demonstrate the trust national security agencies place in V2X and our deep expertise in intelligence and cyber operations," said Jeremy C. Wensinger, President and Chief Executive Officer of V2X. "We are purposefully growing our presence in this sector and remain dedicated to supporting expanded C5ISR missions."

About V2X
V2X builds innovative solutions that integrate physical and digital environments by aligning people, actions, and technology. V2X is embedded in all elements of a critical mission's lifecycle to enhance readiness, optimize resource management, and boost security. The company provides innovation spanning national security, defense, civilian, and international markets. With a global team of approximately 16,000 professionals, V2X enables mission success by injecting AI and machine learning capabilities to meet today's toughest challenges across all operational domains.

Investor Contact
Mike Smith, CFA
Vice President, Treasury, Corporate Development and Investor Relations
IR@goV2X.com
719-637-5773

Media Contact
Angelica Spanos Deoudes
Director, Corporate Communications
Angelica.Deoudes@goV2X.com
571-338-5195

View original content to download multimedia:https://www.prnewswire.com/news-releases/v2x-awarded-100m-in-national-security-contracts-302684674.html

SOURCE V2X, Inc.

FAQ

What did V2X (VVX) announce about contracts on February 11, 2026?

V2X announced it was awarded $100 million in classified national security contracts in Q4 2025. According to the company, the awards support multiple U.S. defense and intelligence agencies across cyber, systems integration, facility solutions and contested logistics.

Which capability areas do the VVX contracts cover and why does it matter?

The contracts cover cyber operations, special systems integration, unique facility solutions, and contested logistics. According to the company, these areas align with expanded C5ISR and intelligence mission needs, potentially increasing V2X's role in defense and intelligence support.

When were the $100 million VVX contracts awarded and for which quarter?

The company said the awards were made during fourth quarter 2025. According to V2X, the timing reflects recent contract wins that support ongoing national security and intelligence missions across multiple agencies.

Who are the customers for V2X's $100 million awards (VVX)?

V2X stated the awards were for multiple U.S. defense and intelligence agencies. According to the company, those agency customers will receive services spanning cyber, special systems, facility solutions and contested logistics.

How does the classified status of VVX's $100M contracts affect investors?

Classified awards limit detail on contract timing, revenue recognition and margins, reducing near-term transparency. According to the company, necessary operational details remain restricted while execution and delivery proceed under classified terms.