V2X, Inc.

Informe acción NYSE:VVX

Capitalización de mercado: US$2.2b

V2X Resultados de beneficios anteriores

Pasado controles de criterios 5/6

V2X ha aumentado sus beneficios a una tasa media anual de 16.1%, mientras que los beneficios de la industria de Aerospace & Defense han experimentado un crecimiento de 20.1% anual. Los ingresos han ido creciendo a una tasa media de 21.7% al año. La rentabilidad financiera de V2X es de 8%, y sus márgenes netos son de 1.9%.

Información clave

16.06%

Tasa de crecimiento de los beneficios

-18.52%

Tasa de crecimiento del BPA

Crecimiento de la industria Aerospace & Defense 5.38%
Tasa de crecimiento de los ingresos21.66%
Rentabilidad financiera8.04%
Margen neto1.88%
Última actualización de beneficios03 Apr 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Seeking Alpha 11h

V2X, Inc.: Record Backlog And Earnings Inflection - Q1 2026 Earnings Review

Summary V2X, Inc. is rated Hold, trading near its intrinsic value of $80–$82 per share after strong Q1 FY2026 results. Record $13.8B backlog and 94% FY2026 revenue visibility support 9% guided top-line growth, with Adj. EPS guidance raised to $5.75–$6.15. Strategic pillars include customer diversification, AI-driven operational efficiency, targeted M&A, and margin expansion, with 21% of Q1 revenue from non-military clients. Key risks are elevated leverage, Middle East revenue concentration (32%), and potential goodwill impairment from the Vertex acquisition. Read the full article on Seeking Alpha
Actualización de narrativa Apr 27

VVX: Qualified Pipeline And Contract Wins Will Support Future Awards

The updated analyst price target for V2X edges down by about $1 per share to roughly $93, as analysts factor in slightly higher discount rates, modestly firmer revenue growth, profit margins, and future P/E assumptions supported by recent research citing a large qualified pipeline, contract wins, and solid Q4 execution. Analyst Commentary Recent Street research on V2X shows a mix of views, with a clear cluster of bullish analysts raising price targets after Q4 results and updated guidance.
Actualización de narrativa Apr 13

VVX: Qualified Pipeline And Contract Wins Will Support Future Execution

V2X's updated analyst price target holds at $94, while recent Street research has generally lifted individual firm targets on the back of a $60b qualified pipeline, stronger bid activity, contract wins tied to advanced capability investments, and increased confidence in book to bill potential through 2026. Analyst Commentary Street research has turned more constructive on V2X, with several firms raising price targets following recent results, a qualified pipeline of about $60b, and management commentary around bidding discipline and book to bill potential through 2026.
Actualización de narrativa Mar 30

VVX: Large Pipeline And Contract Wins Will Support Earnings Through 2026

Narrative Update on V2X The Analyst Price Target for V2X is maintained at $75.88, with analysts broadly lifting targets into the $60 to $94 range. This shift is being attributed to a $60b qualified pipeline, stronger bid activity, contract wins tied to advanced capabilities, and growing confidence in the T-6 ramp and book to bill outlook.
Actualización de narrativa Mar 16

VVX: Contract Wins And Deleveraging Progress Will Support Pipeline Execution

The analyst fair value estimate for V2X has been raised from $80.00 to $94.00, as analysts point to updated models reflecting recent price target increases on the Street, a large qualified pipeline, confident bidding activity, and progress on de-leveraging and contract wins. Analyst Commentary Recent Street research on V2X reflects a wide range of views, but with a clear cluster of higher price targets tied to Q4 results, de-leveraging progress, contract momentum, and a growing qualified pipeline.
Actualización de narrativa Mar 02

VVX: Contract Wins And Large Pipeline Will Steady Earnings Through 2026

Analysts have lifted their blended price target on V2X from $67.83 to $75.88, citing updated models that reflect a large qualified pipeline, continued contract wins including T 6, and management’s confidence in sustaining a solid book to bill profile through 2026. Analyst Commentary Recent research on V2X points to a mixed but generally constructive tone, with most firms lifting their valuation models while still flagging execution and concentration risks that investors should keep in mind.
Actualización de narrativa Feb 16

VVX: Cleared Contract Path And Sector Momentum Will Support Future Earnings

Narrative Update on V2X Analysts have lifted their price target on V2X to $69 from $62, citing updated aerospace and defense group estimates and increased confidence following the removal of an AAR Corp. T-6 contract protest.
Actualización de narrativa Feb 02

VVX: Contract Wins And Sector Momentum Will Support Earnings And Cash Flow

Analysts have raised our V2X fair value estimate to better reflect the recent price target increases to $60, $65, and $69, citing stronger confidence in the outlook following solid Q3 results, improved FY25 revenue expectations, contract-driven growth into 2026, and the resolution of a key contract protest. Analyst Commentary Recent research updates highlight a mix of optimism about V2X’s contract profile and revenue outlook, alongside some caution around valuation and execution risk.
Artículo de análisis Jan 23

V2X, Inc.'s (NYSE:VVX) Price Is Right But Growth Is Lacking After Shares Rocket 26%

V2X, Inc. ( NYSE:VVX ) shares have had a really impressive month, gaining 26% after a shaky period beforehand. Looking...
Actualización de narrativa Jan 19

VVX: Multi Year Contracts And Sector Momentum Will Support Earnings And Cash Flow

Narrative Update on V2X The analyst price target for V2X has moved modestly higher to about $67.83 from $67, as analysts factor in updated sector estimates, Q3 earnings outcomes, and their expectations around contract-driven growth and sector momentum into their valuation assumptions. Analyst Commentary Recent research updates cluster around higher price targets and reflect a mix of optimism on contract visibility and caution on valuation and execution risks.
Actualización de narrativa Jan 05

VVX: Multi Year Defense Contracts Will Support Durable Earnings And Cash Flow

Analysts have nudged their price target on V2X slightly higher to about $67.00 per share from roughly $67.18, reflecting a modestly lower discount rate, steadier long term growth expectations, and stronger margin confidence supported by recent target hikes and upbeat commentary on multi year contract visibility. Analyst Commentary Recent research updates highlight a constructive tone around V2X, with upward price target revisions framed around both near term execution and a clearer multi year revenue path.
Actualización de narrativa Dec 18

VVX: Multi Year Defense Contracts Will Support Steady Outlook Amid Balanced Risks

The analyst price target for V2X has increased by $4 to reflect analysts' higher fair value estimate of $54, driven by stronger projected revenue growth, slightly better margins, and supportive Street updates highlighting robust Q3 results and multi year contract visibility. Analyst Commentary Street research following the Q3 earnings release has been broadly constructive, with multiple firms lifting their price targets to reflect stronger revenue visibility into 2025 and 2026.
Actualización de narrativa Dec 04

VVX: Major Long Term Contracts Will Drive Durable Earnings And Cash Flow

Analysts have modestly raised their price target on V2X to approximately $67.18 per share, citing stronger long term contract visibility, solid Q3 execution with improving FY25 top line expectations, and updated modeling that supports a slightly higher future earnings multiple despite a marginally higher discount rate. Analyst Commentary Street research following the Q3 print highlights a generally constructive view on V2X, with multiple firms lifting their price targets in response to stronger recent execution and improved visibility into the company’s multi year growth profile.
Actualización de narrativa Nov 20

VVX: Recent Major Contract Wins Will Drive Long-Term Earnings Stability

Analysts have raised their price target for V2X to $67.18 from $65.36. They cite stronger revenue growth projections, improved profit margins, and an enhanced earnings outlook supported by recent contract wins and robust quarterly performance.
Actualización de narrativa Nov 04

VVX: New Defense Contracts Will Drive Core Segment Expansion Ahead

The analyst price target for V2X has increased modestly. Fair value has risen from $64.09 to $65.36 as analysts cite stronger Q3 results and expectations for continued growth and improved profitability.
Artículo de análisis Aug 19

V2X, Inc. (NYSE:VVX) Shares Fly 31% But Investors Aren't Buying For Growth

NYSE:VVX 1 Year Share Price vs Fair Value Explore V2X's Fair Values from the Community and select yours The V2X, Inc...
Artículo de análisis Apr 12

Some Investors May Be Worried About V2X's (NYSE:VVX) Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Artículo de análisis Mar 20

V2X (NYSE:VVX) Has A Pretty Healthy Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Feb 27

V2X, Inc. Just Recorded A 30% EPS Beat: Here's What Analysts Are Forecasting Next

Investors in V2X, Inc. ( NYSE:VVX ) had a good week, as its shares rose 6.7% to close at US$47.24 following the release...
User avatar
Nueva narrativa Feb 10

Indo-Pacific Expansion And W-TRS Investments Will Drive Future Opportunities

Strategic investments and expansion in key regions and programs position V2X for sustained revenue growth and enhanced operating margins.
Seeking Alpha Feb 01

V2X Has Disappointing Margins, But Is Tremendously Undervalued

Summary Despite a recent 3% decline, V2X hit my price target and peaked at $69.75, validating my buy rating. AIP's sale of 2.5 million shares at $61 impacted V2X's stock, but this was a strategic move, not earnings-related. V2X faces DOGE initiative risks, but its essential military logistics services and improved free cash flow prospects mitigate these concerns. I maintain my buy rating and raise the price target to $72, driven by steady growth, margin expansion, and undervaluation at current prices. Read the full article on Seeking Alpha
Artículo de análisis Jan 17

V2X, Inc.'s (NYSE:VVX) Business And Shares Still Trailing The Industry

V2X, Inc.'s ( NYSE:VVX ) price-to-sales (or "P/S") ratio of 0.4x might make it look like a buy right now compared to...
Artículo de análisis Nov 07

V2X, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

It's been a good week for V2X, Inc. ( NYSE:VVX ) shareholders, because the company has just released its latest...
Seeking Alpha Oct 23

V2X, Inc.: Revisiting A 'Defensive' Name

Summary V2X, Inc. shares have rebounded after a recent secondary offering and are hitting all-time highs. V2X's backlog has increased to $16.8 billion after securing major contracts, providing strong top-line visibility despite margin uncertainties. An updated analysis of V2X, Inc. follows in the paragraphs below. Read the full article on Seeking Alpha
Artículo de análisis Oct 15

A Piece Of The Puzzle Missing From V2X, Inc.'s (NYSE:VVX) 28% Share Price Climb

The V2X, Inc. ( NYSE:VVX ) share price has done very well over the last month, posting an excellent gain of 28%. Taking...
Artículo de análisis Sep 05

Here's Why V2X (NYSE:VVX) Has A Meaningful Debt Burden

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Aug 22

V2X: A Steady Grower With Compelling Long-Term Upside Despite Modest Margins

Summary V2X stock gained 11.3% since May, closing in on $54 price target. Revenues in Q2 grew almost 10% driven by demand in the Middle East. EBITDA margins expected to expand to north of 7%. I'm maintaining a buy rating with $55.50 price target for 2024. Read the full article on Seeking Alpha
Artículo de análisis Aug 09

V2X, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week, you might have seen that V2X, Inc. ( NYSE:VVX ) released its second-quarter result to the market. The early...
Artículo de análisis Jul 13

It's A Story Of Risk Vs Reward With V2X, Inc. (NYSE:VVX)

When you see that almost half of the companies in the Aerospace & Defense industry in the United States have...
Artículo de análisis Jun 06

V2X (NYSE:VVX) Could Be Struggling To Allocate Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Seeking Alpha May 13

V2X Stock: An Opportunity In Aerospace And Defense With Compelling Upside

Summary V2X has $9 billion in bids submitted and another $16 billion yet to be submitted, bringing total near-term opportunities to $25 billion. The stock price for V2X initially fell after a downward revision of its EBITDA guidance but has since recovered. V2X achieved revenue growth of 7% in the first quarter, but this growth did not translate into earnings growth. Read the full article on Seeking Alpha
Artículo de análisis May 10

Results: V2X, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

V2X, Inc. ( NYSE:VVX ) investors will be delighted, with the company turning in some strong numbers with its latest...

Desglose de ingresos y gastos

Cómo gana y gasta dinero V2X. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:VVX Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
03 Apr 264,718891970
31 Dec 254,480781790
26 Sep 254,419801810
27 Jun 254,334711840
28 Mar 254,328421880
31 Dec 244,322351840
27 Sep 244,20591870
28 Jun 244,125-121950
29 Mar 244,030-42020
31 Dec 233,963-232100
29 Sep 233,901-331960
30 Jun 233,858-432390
31 Mar 233,378-352160
31 Dec 222,891-141990
30 Sep 222,33241760
01 Jul 221,833311110
01 Apr 221,806371070
31 Dec 211,78446980
01 Oct 211,72055950
02 Jul 211,61355850
02 Apr 211,47840810
31 Dec 201,39637810
02 Oct 201,40531760
03 Jul 201,41328790
03 Apr 201,40835770
31 Dec 191,38333770
27 Sep 191,34733770
28 Jun 191,29535720
29 Mar 191,28536680
31 Dec 181,27935660
28 Sep 181,24667650
29 Jun 181,20763640
30 Mar 181,14559650
31 Dec 171,11559610
29 Sep 171,10722600
30 Jun 171,12123610
31 Mar 171,17024600
31 Dec 161,19124640
30 Sep 161,21425620
01 Jul 161,22933620
01 Apr 161,23033620
31 Dec 151,18131620
25 Sep 151,15528640
26 Jun 151,15716660

Ingresos de calidad: VVX tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (1.9%) de VVX son superiores a los del año pasado (1%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de VVX han crecido un 16.1% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de VVX en el último año (103.7%) supera su media de 5 años (16.1% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de VVX en el último año (103.7%) superó al de la industria Aerospace & Defense 23.6%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de VVX (8%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 22:49
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2026/04/03
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

V2X, Inc. está cubierta por 18 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Peter ArmentBaird
Mariana Perez MoraBofA Global Research
Daniel DrawbaughB. Riley Securities, Inc.