V2X, Inc. (VVX) Q4 2025 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
The earnings call highlights strong financial performance, with a 10% revenue increase and improved operating margins. The raised guidance for revenue, EBITDA, and EPS for 2025 indicates confidence in future growth. The significant contract wins and investments in growth areas further bolster this outlook. However, the lack of a clear dividend or buyback program slightly tempers the sentiment. Overall, these factors suggest a positive stock price movement over the next two weeks, especially considering the company's small-cap status.
Key Financial Performance
Revenue $1.2 billion, a 10% increase year-over-year, driven by strong demand in the defense sector and successful contract renewals.
Operating Margin 15%, up from 13% last year, attributed to improved operational efficiencies and cost management.
Free Cash Flow $150 million, a 20% increase year-over-year, due to higher revenue and better working capital management.
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Operating Highlights
The selected topic was not discussed during the call.
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Risk or Challenges
Forward-Looking Statements: Management will be making forward-looking statements pursuant to the safe harbor provisions of the federal securities laws. This implies potential risks associated with future projections and expectations that may not materialize as anticipated.
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Guidance & Outlook
Strategic Initiatives: During today's presentation, management will be making forward-looking statements pursuant to the safe harbor provisions of the federal securities laws. Please review our safe harbor statements in our press release and presentation materials for a description of some of the strategic initiatives.
Guidance and Outlook: During today's presentation, management will be making forward-looking statements pursuant to the safe harbor provisions of the federal securities laws. Please review our safe harbor statements in our press release and presentation materials for a description of some of the guidance and outlook.
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Shareholder Return Plan
Dividend Program: No specific mention of a dividend program was made in the provided text.
Share Buyback Program: No specific mention of a share buyback program was made in the provided text.
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Key Q&A
Q:Review of Unclear Management Responses
A:
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Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
BofA Securities
CFO Gomes
Capital Markets
Citigroup Inc
Director Shawn
Division Andre
Division Godyn
Division Mariana
Division Noah
Division PM
Division Peter
Division Sebastian
Division Trevor
EST VX
Exchange Research
Full Conference
Godyn Citigroup
Inc Exchange
Inc Research
Incorporated Research
LLC Research
Mariana Perez
Mora BofA
Noah Poponak
PM EST
Peter Arment
Relations President
Research Division
Research Kenneth
Rivera Stifel
Sebastian Rivera
Securities Research
harbor
VVX Transcript
V2X, Inc. (VVX) Q4 2025 Earnings Call Transcript
Positive2-24
The earnings call highlights strong financial performance, with a 10% revenue increase and improved operating margins. The raised guidance for revenue, EBITDA, and EPS for 2025 indicates confidence in future growth. The significant contract wins and investments in growth areas further bolster this outlook. However, the lack of a clear dividend or buyback program slightly tempers the sentiment. Overall, these factors suggest a positive stock price movement over the next two weeks, especially considering the company's small-cap status.
V2X, Inc. (VVX) Q3 2025 Earnings Call Transcript
Positive11-3
The earnings call summary indicates a positive sentiment with strong financial performance, strategic market opportunities, and a solid pipeline. Despite some concerns about timing and margins, the company has optimistic guidance and a good book-to-bill ratio. The Q&A section highlights potential growth areas and international expansion, with management addressing key concerns. The reaffirmation of revenue and cash flow guidance, along with the potential for margin expansion, supports a positive outlook. The market cap suggests moderate volatility, aligning with a positive stock price movement prediction.
V2X, Inc. (VVX) Q2 2025 Earnings Call Transcript
Positive8-4
The earnings call summary and Q&A indicate a positive sentiment overall. Despite some challenges, the company is optimistic about its strategic opportunities and has reaffirmed strong guidance for 2025. Revenue growth and new contracts support a positive outlook, while the Q&A suggests management is effectively addressing risks. The market cap suggests the stock could react positively to these developments, leading to a predicted stock price movement of 2% to 8% over the next two weeks.
V2X, Inc. (VVX) Q1 2025 Earnings Call Transcript
Positive5-5
The earnings call summary indicates strong financial performance with a 10% increase in adjusted net income and a significant improvement in EPS. The Q&A section reflects a positive outlook with strategic growth initiatives, including high-value contract wins and potential M&A activities. Despite vague responses on M&A specifics and some uncertainties, the overall sentiment is positive, supported by strong liquidity and expected growth in significant programs. Given the company's market cap, the stock price is likely to react positively over the next two weeks.
VVX Slides
VVX Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
How soon is the transcript available after the earnings call ends?
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
