Every 8-K that V2X, Inc. (VVX) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow VVX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full VVX filings page.
V2X, Inc. reported that Dr. L. Roger Mason, Jr. resigned, effective August 7, 2026, from his role as Senior Vice President and Chief Growth Officer and from all positions with the company’s direct and indirect subsidiaries to serve as Director of the National Reconnaissance Office of the U.S. Department of War. The company states that his resignation is not due to any disagreement regarding its operations, policies, or practices.
In connection with a separation agreement and general release dated August 6, 2026, the Compensation and Human Capital Committee approved an AIP Payment of $331,975, representing a prorated portion of his 2026 Annual Incentive Plan award at target for employment from January through July 2026. Chief Executive Officer Jeremy C. Wensinger will assume Dr. Mason’s responsibilities until a successor is appointed. The Release Agreement is filed as Exhibit 10.1.
V2X, Inc. reported second quarter 2026 results with revenue of $1.26 billion, up 17% year-over-year. Net income was $25.5 million, while adjusted net income rose 22% to $51.6 million. Adjusted EBITDA was $89.8 million with a 7.1% margin, and adjusted diluted EPS increased 23% to $1.64.
Operating cash flow for the quarter was $21.6 million, or $71.8 million on an adjusted basis. Net debt was $876.1 million, corresponding to a 2.4x net leverage ratio. As of July 3, 2026, total backlog was $12.7 billion and funded backlog was $2.5 billion, with a quarterly book-to-bill of approximately 0.5x and a trailing twelve-month book-to-bill of approximately 1.4x.
On the strength of first-half performance and backlog, V2X raised its 2026 outlook, increasing revenue guidance to $4,875–$5,025 million, adjusted EBITDA to $347.5–$362.5 million, and adjusted diluted EPS to $5.90–$6.30, while maintaining adjusted operating cash flow guidance of $160–$180 million.
V2X, Inc. disclosed that its subsidiaries entered into Amendment No. 6 to their First Lien Credit Agreement, creating a new tranche of term loans with an aggregate original principal of $868,522,978.38. These new term loans replace all existing term loans under the prior agreement.
The new loans mature on December 6, 2030 and bear interest at either SOFR plus a 2.00% margin (with a SOFR floor of 0.00%) or a base rate plus a 1.00% margin, with a potential 0.25% margin reduction if certain rating criteria are met.
The loans amortize at approximately 1.00% of original principal per year, and voluntary prepayments are allowed without premium or penalty, other than SOFR breakage costs and a call premium that may apply to certain repricing events within a defined period after May 29, 2026.
V2X, Inc. disclosed that it entered into an underwriting agreement with Vertex Aerospace Holdco LLC and Morgan Stanley & Co. LLC for a public secondary offering of 2,004,569 shares of V2X common stock. The transaction was conducted under an existing shelf registration statement and related prospectus supplement.
The company did not sell any shares and will not receive proceeds, as all shares were sold by the selling shareholder. After the offering, the selling shareholder no longer owns V2X common stock, while an affiliated entity continues to beneficially own 375,420 shares, described as approximately 1.2% of outstanding common stock.
V2X, Inc. reported results from its 2026 Annual Meeting of Shareholders and a planned board change. Long‑time director Steven L. Waechter, age 76, ended his term as a Class III director in line with Corporate Governance Principles that limit nominees to age 75 at the meeting date. The company stated his departure did not involve any disagreement over operations, policies, or practices. The Board size was reduced from ten to nine members, eliminating one Class III seat, and committee roles formerly held by Mr. Waechter will be filled by Gerard A. Fasano on the Compensation committee and Nicole B. Theophilus on the Nominating and Governance committee. Shareholders elected Class III directors Melvin F. Parker, Ross S. Niebergall, and Jeremy C. Wensinger, each receiving over 26.7 million "for" votes, ratified RSM US LLP as independent auditor for 2026 with 29,441,872 votes in favor, and approved on an advisory basis executive compensation for 2025 with 27,646,063 votes "for."
V2X, Inc. reported strong first quarter 2026 results with higher full-year guidance. Revenue reached $1.25 billion, up 23% year-over-year, as operating income rose to $44.1 million. Net income increased to $18.9 million, while adjusted net income grew 53% to $48.1 million.
Profitability and backlog improved alongside non-GAAP metrics. Adjusted EBITDA was $85.6 million with a 6.8% margin, and adjusted diluted EPS rose 55% to $1.53. Backlog hit a record $13.8 billion with a quarterly book-to-bill of about 3.2x, supported by roughly $4.1 billion in awards.
Guidance for 2026 was raised. V2X now targets revenue between $4.83 billion and $4.98 billion and adjusted EBITDA between $345 million and $360 million. The company also expects adjusted diluted EPS of $5.75–$6.15 and aims for a net leverage ratio below 2.0x by the end of 2026.
V2X, Inc. reported solid fourth quarter and full-year 2025 results with steady growth in revenue, profits, and cash flow, and issued guidance for 2026. Fourth quarter revenue reached $1.22 billion, up 5% year-over-year, with net income of $22.8 million and adjusted net income of $49.3 million, up 16%. Adjusted EBITDA was $88.7 million with a 7.3% margin, and adjusted diluted EPS rose 17% to $1.56.
For 2025, revenue was $4.48 billion, a 4% increase from 2024. Net income more than doubled to $77.9 million, while adjusted net income grew 20% to $166.8 million. Adjusted EBITDA was $323.3 million with a 7.2% margin, and adjusted diluted EPS increased 21% to $5.24. Operating cash flow was $182.0 million, and the company reduced net debt by $116 million to a 2.2x net leverage ratio, supported by total backlog of $11.1 billion.
For 2026, V2X set guidance targeting revenue of about $4.75 billion at the mid-point, adjusted EBITDA of roughly $343 million, adjusted diluted EPS of about $5.70, and adjusted operating cash flow of around $160 million, implying approximately 6% growth in revenue and adjusted EBITDA at the mid-point.
V2X, Inc. reported that its Board of Directors expanded from seven to ten members and appointed three new directors effective January 7, 2026. Nicole B. Theophilus, an executive at Wabtec Corporation, joined as a Class I director and was also appointed to the Compensation and Human Capital Committee. Gerard A. Fasano, formerly an executive at Leidos, became a Class II director and joined the Audit Committee. Ross S. Niebergall, formerly a senior leader at L3Harris, became a Class III director and was appointed to the Nominating and Governance Committee, replacing Mr. Widman on that committee.
Each new non-employee director will participate in the existing director compensation program, which includes an annual cash retainer of $105,000 and annual restricted stock units valued at $165,000, with prorated amounts granted for the current period. These RSUs are expected to vest in full on the date of the 2026 annual meeting of shareholders. Each new director has signed the company’s standard director indemnification agreement, and the company states there are no related-party transactions or appointment arrangements involving the new directors.
V2X, Inc. reported governance and capital changes tied to a shareholder secondary sale. Vertex Aerospace Holdco LLC sold 2.25 million shares in an underwritten offering, and the Company repurchased 363,638 of those shares from the underwriter at the same price paid to the selling holder. V2X did not sell any securities and will not receive proceeds from the sale.
Following the offering, the selling shareholder and affiliates beneficially own 6,217,286 shares, or about 19.9% of outstanding stock. For purposes of the shareholders agreement, their ownership stood at 5,841,866 shares, or 18.7%, which triggered the agreement’s automatic termination. As a result, the selling shareholder lost board and committee designation rights. Two designees—Dino M. Cusumano and Joel M. Rotroff—resigned, and the Board size was reduced from 9 to 7, effective November 13, 2025.
V2X, Inc. appointed Daniel G. Demases as Chief Accounting Officer, effective December 5, 2025, replacing William B. Noon. On November 6, 2025, the company entered into an offer letter detailing his compensation and benefits.
The package includes a base salary of $335,500 and eligibility for an annual cash incentive with a 45% target and 90% maximum of base salary, based on company and individual performance. For calendar 2026, he will be recommended for a long‑term incentive target valued at $180,000, split 50% time‑vesting RSUs and 50% performance stock units. He will be covered under the V2X Senior Executive Severance Pay Plan and continue to participate in company benefits and paid time off.
V2X, Inc. furnished a Current Report on Form 8-K to provide investors with a press release containing financial information for the third quarter of 2025 and guidance for fiscal 2025.
The press release, dated November 3, 2025 and attached as Exhibit 99.1, is incorporated by reference. The company noted this information is furnished under Item 2.02 and is not deemed filed under the Exchange Act.
V2X, Inc. entered into an underwriting agreement on August 8, 2025, for a public offering of 2,000,000 shares of common stock by Vertex Aerospace Holdco LLC (the Selling Shareholder). The offering was made under the company’s shelf registration and closed on August 11, 2025. The Company did not sell any shares in the offering and will not receive proceeds; instead, V2X purchased 200,000 shares from the underwriter at the same price paid in the offering.
After the closing, the Selling Shareholder and affiliates beneficially owned 10,167,286 shares, approximately 32.3% of outstanding common stock. For purposes of the existing Shareholders Agreement, the Selling Shareholder Parties owned 9,791,866 shares, about 31.1%, triggering governance changes: two directors designated by the Selling Shareholder must resign by the 2026 Annual Meeting; the Selling Shareholder may only designate one director per committee and no longer has consent rights over specified material actions with defined monetary and percentage thresholds.