Sees 2026 Revenue at $4.675B-$4.825B
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 13 hours ago
0mins
Should l Buy VVX?
Sees 2026 revenue $4.675B-$4.825B, consensus $4.7B.
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Analyst Views on VVX
Wall Street analysts forecast VVX stock price to fall
6 Analyst Rating
3 Buy
2 Hold
1 Sell
Moderate Buy
Current: 68.590
Low
51.00
Averages
62.40
High
80.00
Current: 68.590
Low
51.00
Averages
62.40
High
80.00
About VVX
V2X, Inc. builds innovative solutions that integrate physical and digital environments. The Company is a provider of critical mission solutions primarily to defense customers in 329 locations and 47 countries and territories worldwide. The Company provides a comprehensive suite of integrated solutions and critical service offerings across the operations and logistics, aerospace, training and technology markets to national security, defense, civilian and international clients. Its key service offerings include high impact readiness, integrated supply chain management, assured communications, mission solutions and platform renewal and modernization. Its assured communications capabilities include full lifecycle network management, network systems installation and activation, and information assurance. Its mission solutions capabilities provide customers with full-spectrum support for logistics, infrastructure sustainment, and contingency operations around the globe.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
V2X, Inc. Reports Record Q4 2025 Earnings and Strong Outlook
- Record Financial Performance: V2X, Inc. achieved $1.219 billion in revenue for Q4 2025, marking a 5% year-over-year increase, with adjusted EBITDA reaching $88.7 million, a historic high for the company, showcasing strong execution and innovation capabilities.
- Contract Wins and Market Opportunities: The company secured multiple contracts in key growth areas, including the approximately $4.3 billion T-6 Aircraft contract, with a qualified pipeline exceeding $60 billion, reflecting the depth of customer relationships and robust market demand.
- Strategic Partnerships: V2X established new collaborations with Amazon Web Services and Google Public Sector to advance smart warehousing and global logistics automation, further enhancing the company's technological capabilities and competitive position in the market.
- 2026 Outlook: Management projects revenue between $4.675 billion and $4.825 billion for 2026, with adjusted EBITDA expected to range from $335 million to $350 million, demonstrating confidence in future growth, particularly driven by the T-6 contract.
See More
V2X (VVX) Q4 2025 Earnings Call Transcript
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V2X Reports Q4 Earnings with Strong Growth Metrics
- Strong Earnings Report: V2X's Q4 non-GAAP EPS of $1.56 exceeded expectations by $0.22, showcasing robust profitability that enhances investor confidence in the company's financial health.
- Revenue Growth: The company reported quarterly revenue of $1.22 billion, a 5.2% year-over-year increase that surpassed market expectations by $10 million, indicating sustained demand in the aerospace and defense sectors.
- Net Income Increase: V2X achieved a net income of $77.9 million, with adjusted net income rising to $166.8 million, reflecting a 20% year-over-year growth that highlights significant improvements in cost management and operational efficiency.
- Future Guidance: V2X has established a 6% revenue and adjusted EBITDA growth guidance for 2026, demonstrating confidence in future growth prospects, which is expected to further enhance shareholder value.
See More
U.S. Department of Defense IT Budget Increases to $66 Billion for FY 2026
- Budget Increase: The U.S. Department of Defense has requested $66 billion in IT spending for FY 2026, marking an $1.8 billion increase from the previous year, indicating a strong emphasis on artificial intelligence technologies that could drive market demand and investment in related sectors.
- Market Outlook: The global AI in defense and aerospace market is projected to grow from $4.2 billion to $42.8 billion, a tenfold increase over the next decade, highlighting significant potential for technological innovation and investment that will attract more companies to the field.
- Technical Progress: Starfighters Space is advancing its STARLAUNCH 1 to Critical Design Review, aimed at confirming design maturity and supporting subsequent manufacturing and testing plans, marking the company's ongoing progress in aerospace development.
- Industry Collaboration: Archer Aviation's partnership with NVIDIA to develop next-generation AI technologies enhances flight safety and system maintenance capabilities, showcasing a critical trend in the aviation industry's shift towards smart technologies that may influence future market competition.
See More
U.S. Department of Defense Requests $66 Billion IT Budget for 2026
- Defense Budget Increase: The U.S. Department of Defense has requested a $66 billion IT budget for fiscal 2026, marking an $1.8 billion increase from the previous year, indicating a strong focus on artificial intelligence that is likely to drive market demand and investment in related sectors.
- AI Market Outlook: The global AI market in defense and aerospace is projected to grow from $4.2 billion to $42.8 billion, a tenfold increase over the next decade, reflecting robust demand for autonomous systems and real-time intelligence processing, which could create significant business opportunities for companies in this space.
- STARLAUNCH 1 Progress: Starfighters Space has announced that its STARLAUNCH 1 project is moving into the Critical Design Review phase, aimed at confirming design maturity and supporting subsequent build and test planning, marking a significant advancement in the company's aerospace development efforts.
- Deepening Technical Collaboration: The partnership with GE Aerospace will enhance the development of STARLAUNCH 1, with GE's support expected to improve propulsion technology, further solidifying Starfighters' competitive position in the defense and aerospace markets.
See More
V2X Secures Seat on $25 Billion ATSP5 Contract
- Significant Contract Value: V2X Inc. has been selected for the $25 billion ATSP5 contract, managed by the Defense Microelectronics Activity, which aims to provide mission-critical solutions to federal and state agencies, significantly enhancing the company's market position in the defense sector.
- Comprehensive Technical Support: The ATSP5 contract encompasses full lifecycle technology support from system studies and prototyping to testing, integration, and limited production, ensuring V2X plays a crucial role in modernization and extending the lifecycle of aging equipment to meet urgent defense needs.
- Cutting-Edge Technology Application: V2X will leverage advanced technologies such as AI-optimized systems and large-scale AI orchestration to address emerging threats and enhance operational capabilities, solidifying its leadership in defense technology and ensuring operational resilience in multi-domain operations.
- Strategic Commitment: V2X's participation underscores its dedication to providing technology-first solutions for warfighters, addressing both traditional and asymmetric challenges, ensuring readiness and technological superiority, and driving the modernization of defense capabilities.
See More
V2X, Inc. Reports Record Q4 2025 Earnings and Strong Outlook
- Record Financial Performance: V2X, Inc. achieved $1.219 billion in revenue for Q4 2025, marking a 5% year-over-year increase, with adjusted EBITDA reaching $88.7 million, a historic high for the company, showcasing strong execution and innovation capabilities.
- Contract Wins and Market Opportunities: The company secured multiple contracts in key growth areas, including the approximately $4.3 billion T-6 Aircraft contract, with a qualified pipeline exceeding $60 billion, reflecting the depth of customer relationships and robust market demand.
- Strategic Partnerships: V2X established new collaborations with Amazon Web Services and Google Public Sector to advance smart warehousing and global logistics automation, further enhancing the company's technological capabilities and competitive position in the market.
- 2026 Outlook: Management projects revenue between $4.675 billion and $4.825 billion for 2026, with adjusted EBITDA expected to range from $335 million to $350 million, demonstrating confidence in future growth, particularly driven by the T-6 contract.
See More
V2X (VVX) Q4 2025 Earnings Call Transcript
See More
V2X Reports Q4 Earnings with Strong Growth Metrics
- Strong Earnings Report: V2X's Q4 non-GAAP EPS of $1.56 exceeded expectations by $0.22, showcasing robust profitability that enhances investor confidence in the company's financial health.
- Revenue Growth: The company reported quarterly revenue of $1.22 billion, a 5.2% year-over-year increase that surpassed market expectations by $10 million, indicating sustained demand in the aerospace and defense sectors.
- Net Income Increase: V2X achieved a net income of $77.9 million, with adjusted net income rising to $166.8 million, reflecting a 20% year-over-year growth that highlights significant improvements in cost management and operational efficiency.
- Future Guidance: V2X has established a 6% revenue and adjusted EBITDA growth guidance for 2026, demonstrating confidence in future growth prospects, which is expected to further enhance shareholder value.
See More
U.S. Department of Defense IT Budget Increases to $66 Billion for FY 2026
- Budget Increase: The U.S. Department of Defense has requested $66 billion in IT spending for FY 2026, marking an $1.8 billion increase from the previous year, indicating a strong emphasis on artificial intelligence technologies that could drive market demand and investment in related sectors.
- Market Outlook: The global AI in defense and aerospace market is projected to grow from $4.2 billion to $42.8 billion, a tenfold increase over the next decade, highlighting significant potential for technological innovation and investment that will attract more companies to the field.
- Technical Progress: Starfighters Space is advancing its STARLAUNCH 1 to Critical Design Review, aimed at confirming design maturity and supporting subsequent manufacturing and testing plans, marking the company's ongoing progress in aerospace development.
- Industry Collaboration: Archer Aviation's partnership with NVIDIA to develop next-generation AI technologies enhances flight safety and system maintenance capabilities, showcasing a critical trend in the aviation industry's shift towards smart technologies that may influence future market competition.
See More
U.S. Department of Defense Requests $66 Billion IT Budget for 2026
- Defense Budget Increase: The U.S. Department of Defense has requested a $66 billion IT budget for fiscal 2026, marking an $1.8 billion increase from the previous year, indicating a strong focus on artificial intelligence that is likely to drive market demand and investment in related sectors.
- AI Market Outlook: The global AI market in defense and aerospace is projected to grow from $4.2 billion to $42.8 billion, a tenfold increase over the next decade, reflecting robust demand for autonomous systems and real-time intelligence processing, which could create significant business opportunities for companies in this space.
- STARLAUNCH 1 Progress: Starfighters Space has announced that its STARLAUNCH 1 project is moving into the Critical Design Review phase, aimed at confirming design maturity and supporting subsequent build and test planning, marking a significant advancement in the company's aerospace development efforts.
- Deepening Technical Collaboration: The partnership with GE Aerospace will enhance the development of STARLAUNCH 1, with GE's support expected to improve propulsion technology, further solidifying Starfighters' competitive position in the defense and aerospace markets.
See More
V2X Secures Seat on $25 Billion ATSP5 Contract
- Significant Contract Value: V2X Inc. has been selected for the $25 billion ATSP5 contract, managed by the Defense Microelectronics Activity, which aims to provide mission-critical solutions to federal and state agencies, significantly enhancing the company's market position in the defense sector.
- Comprehensive Technical Support: The ATSP5 contract encompasses full lifecycle technology support from system studies and prototyping to testing, integration, and limited production, ensuring V2X plays a crucial role in modernization and extending the lifecycle of aging equipment to meet urgent defense needs.
- Cutting-Edge Technology Application: V2X will leverage advanced technologies such as AI-optimized systems and large-scale AI orchestration to address emerging threats and enhance operational capabilities, solidifying its leadership in defense technology and ensuring operational resilience in multi-domain operations.
- Strategic Commitment: V2X's participation underscores its dedication to providing technology-first solutions for warfighters, addressing both traditional and asymmetric challenges, ensuring readiness and technological superiority, and driving the modernization of defense capabilities.
See More
