V2X Gestion
Gestion contrôle des critères 0/4
Le PDG V2X est Jeremy Wensinger, nommé en Jun2024, a un mandat de 1.92 ans. La rémunération annuelle totale est $ 7.98M, composée du salaire de 12.8% et des bonus 87.2%, y compris les actions et options de la société. détient directement 0.078% des actions de la société, d'une valeur de $ 1.80M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 1.4 ans et 1.9 ans.
Informations clés
Jeremy Wensinger
Directeur général
US$8.0m
Rémunération totale
| Pourcentage du salaire du PDG | 12.80% |
| Durée du mandat du directeur général | 1.9yrs |
| Propriété du PDG | 0.08% |
| Durée moyenne d'occupation des postes de direction | 1.4yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 1.9yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • May 21
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
Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...
Nouveau récit • 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 AlphaArticle d’analyse • 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...Article d’analyse • 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 AlphaArticle d’analyse • 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...Article d’analyse • 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 AlphaArticle d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaArticle d’analyse • 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...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Apr 03 2026 | n/a | n/a | US$89m |
| Dec 31 2025 | US$8m | US$1m | US$78m |
| Sep 26 2025 | n/a | n/a | US$80m |
| Jun 27 2025 | n/a | n/a | US$71m |
| Mar 28 2025 | n/a | n/a | US$42m |
| Dec 31 2024 | US$6m | US$500k | US$35m |
Rémunération vs marché: La rémunération totale de Jeremy ($USD 7.98M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 5.47M ).
Rémunération et revenus: La rémunération de Jeremy a augmenté de plus de 20 % au cours de l'année écoulée.
PDG
Jeremy Wensinger (61 yo)
1.9yrs
Titularisation
US$7,980,782
Compensation
Mr. Jeremy C. Wensinger is President, CEO and Director of Vertex Aerospace Services Holding Corp. from June 2024. He is President, CEO & Director of V2X, Inc. from June 17, 2024. Mr. Wensinger, served as C...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 1.9yrs | US$7.98m | 0.078% $ 1.8m | |
| Senior VP & CFO | 2.6yrs | US$3.05m | 0.053% $ 1.2m | |
| Senior VP | 1.8yrs | US$1.38m | 0.053% $ 1.2m | |
| Senior Vice President of Aerospace Systems | 1.5yrs | US$1.32m | 0.020% $ 465.3k | |
| SVP & Chief Growth Officer | 1.3yrs | US$3.92m | 0.0093% $ 214.9k | |
| Corporate Vice President & Chief Accounting Officer | less than a year | pas de données | pas de données | |
| Chief Information Officer | less than a year | pas de données | pas de données | |
| Corporate Vice President | 12.3yrs | pas de données | 0.075% $ 1.7m | |
| Senior Director of Marketing & Communications | 1.5yrs | pas de données | pas de données | |
| SVP & Chief Human Resources Officer | 1.1yrs | pas de données | 0.0034% $ 79.9k | |
| VP & Chief Procurement Officer | 1.3yrs | pas de données | pas de données | |
| Senior Vice President & GM for Army Sustainment | less than a year | pas de données | pas de données |
1.4yrs
Durée moyenne de l'emploi
54yo
Âge moyen
Gestion expérimentée: L'équipe de direction de VVX n'est pas considérée comme expérimentée (ancienneté moyenne 1.4 ans), ce qui suggère une nouvelle équipe.
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 1.9yrs | US$7.98m | 0.078% $ 1.8m | |
| Non-Executive Independent Chairman | 12.3yrs | US$366.54k | 0.14% $ 3.3m | |
| Independent Director | 12.3yrs | US$267.37k | 0.15% $ 3.4m | |
| Independent Director | 12.3yrs | US$272.54k | 0.15% $ 3.4m | |
| Independent Director | 12.3yrs | US$265.05k | 0.080% $ 1.9m | |
| Independent Director | less than a year | pas de données | 0.0027% $ 62.1k | |
| Independent Director | less than a year | US$223.81k | 0.0062% $ 144.1k | |
| Independent Director | less than a year | pas de données | 0.0027% $ 62.1k | |
| Independent Director | less than a year | pas de données | 0.0027% $ 62.1k |
1.9yrs
Durée moyenne de l'emploi
61yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la VVX n'est pas considéré comme expérimenté ( 1.9 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/26 19:30 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/04/03 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
V2X, Inc. est couverte par 18 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Peter Arment | Baird |
| Mariana Perez Mora | BofA Global Research |
| Daniel Drawbaugh | B. Riley Securities, Inc. |