V2X (VVX) 주식 개요
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VVX Community Fair Values
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Analyst Price Targets
V2X, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$82.92 |
| 52주 최고가 | US$93.98 |
| 52주 최저가 | US$50.89 |
| 베타 | 0.20 |
| 1개월 변동 | 10.57% |
| 3개월 변동 | 18.22% |
| 1년 변동 | 56.66% |
| 3년 변동 | 59.00% |
| 5년 변동 | 69.40% |
| IPO 이후 변동 | 284.96% |
최근 뉴스 및 업데이트
Seeking Alpha • Aug 05
V2X: Why The Post-Earnings Pullback Makes Sense
Summary The merger of Vectrus and Vertex into V2X has been a clear success. Investors who bet on the tie-up have been rewarded with 130% returns. But the drivers of those returns—multiple expansion, diversification, and deleveraging—have all played out, leaving real concern about a potential catalyst going forward. Recent history suggests that V2X indeed can keep growing the top line and improving margins, and both M&A and AI could add value. Without a clear differentiator, however, the bull case here simply no longer looks compelling enough. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 28
VVX: Aftermarket Exposure And Index Additions Will Shape Future Earnings Balance
Analysts have lifted the V2X fair value estimate from about $79.42 to roughly $83.55, reflecting updated views on discount rate, profit margin and P/E assumptions as recent price target increases highlight confidence in the company's aftermarket and sustainment exposure. Analyst Commentary Recent Street research on V2X points to an active debate on valuation, execution and growth prospects.Recent updates
Seeking Alpha • Aug 05
V2X: Why The Post-Earnings Pullback Makes Sense
Summary The merger of Vectrus and Vertex into V2X has been a clear success. Investors who bet on the tie-up have been rewarded with 130% returns. But the drivers of those returns—multiple expansion, diversification, and deleveraging—have all played out, leaving real concern about a potential catalyst going forward. Recent history suggests that V2X indeed can keep growing the top line and improving margins, and both M&A and AI could add value. Without a clear differentiator, however, the bull case here simply no longer looks compelling enough. Read the full article on Seeking Alpha내러티브 업데이트 • Jul 28
VVX: Aftermarket Exposure And Index Additions Will Shape Future Earnings Balance
Analysts have lifted the V2X fair value estimate from about $79.42 to roughly $83.55, reflecting updated views on discount rate, profit margin and P/E assumptions as recent price target increases highlight confidence in the company's aftermarket and sustainment exposure. Analyst Commentary Recent Street research on V2X points to an active debate on valuation, execution and growth prospects.
내러티브 업데이트 • Jun 23
VVX: Clearing Shareholder Overhang And Contract Wins Will Support Future Awards
The analyst price target for V2X has been raised by approximately $1 to $94, as analysts incorporate higher revenue growth and profit margin assumptions, along with recent Street target increases following the Q1 update and the resolution of an overhang from a large shareholder exit. Analyst Commentary Recent Street research around V2X highlights a series of upward price target revisions following the Q1 update and the completion of a large shareholder exit.분석 기사 • Jun 17
V2X (VVX) Stock Has Earnings Strength Priced In With Shares 9.5% Above Fair Value
V2X (VVX) is back in focus after a fresh earnings beat, upward revisions to earnings estimates, and its inclusion among the stronger performing tech services stocks in 2026 despite sector headwinds. See our latest analysis for V2X. That earnings beat and the debt repricing have coincided with strong momentum in V2X, with a 30 day share price return of 25.4% and a year to date share price return of 56.6%. The 1 year total shareholder return of 95.3% points to gains that extend beyond recent...
내러티브 업데이트 • Jun 09
VVX: Higher Defense Spending May Not Justify Elevated Expectation Risk
The analyst fair value estimate for V2X has increased from $54.00 to $70.00 after multiple firms raised their price targets into the low $90s. They cited the removal of an overhang from a large shareholder exit and what they describe as a strong Q1 that supports the company’s role in global operational support and potential benefits from higher defense spending.내러티브 업데이트 • May 26
VVX: Large Pipeline And Book To Bill Execution Will Shape Earnings
V2X's analyst price target has been raised from $75.88 to $79.42, as analysts factor in a $60b qualified pipeline, higher bid activity, limited recompetes through 2026, and confidence in the company's ability to sustain book to bill at around 1.0x, with potential upside into the 1.4x to 1.5x range. Analyst Commentary Recent research highlights a mix of optimism and caution around V2X, with several firms adjusting price targets while keeping a close eye on execution risks and valuation.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha주주 수익률
| VVX | US Aerospace & Defense | US 시장 | |
|---|---|---|---|
| 7D | -4.0% | 2.4% | 2.2% |
| 1Y | 56.7% | 27.5% | 20.9% |
수익률 대 산업: VVX은 지난 1년 동안 27.5%의 수익을 기록한 US Aerospace & Defense 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: VVX은 지난 1년 동안 20.9%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| VVX volatility | |
|---|---|
| VVX Average Weekly Movement | 6.9% |
| Aerospace & Defense Industry Average Movement | 9.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: VVX는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: VVX의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2014 | 16,200 | Jeremy Wensinger | www.gov2x.com |
는 전 세계 방위 고객에게 중요한 임무 솔루션과 지원 서비스를 제공합니다. 이 회사는 국가 안보, 국방, 민간 및 국제 고객을 위한 다중 도메인 영향 준비, 통합 공급망 관리, 임무 솔루션, 플랫폼 갱신 및 현대화, 통합 솔루션 제품군을 제공합니다. 이 회사는 2014년에 설립되었으며 버지니아주 레스턴에 본사를 두고 있습니다.
V2X, Inc. 기초 지표 요약
| VVX 기초 통계 | |
|---|---|
| 시가총액 | US$2.65b |
| 순이익 (TTM) | US$91.85m |
| 매출 (TTM) | US$4.90b |
28.3x
주가수익비율(P/E)0.5x
주가매출비율(P/S)VVX는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| VVX 손익계산서 (TTM) | |
|---|---|
| 매출 | US$4.90b |
| 매출원가 | US$4.48b |
| 총이익 | US$414.87m |
| 기타 비용 | US$323.02m |
| 순이익 | US$91.85m |
최근 보고된 실적
Jul 03, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 2.93 |
| 총이익률 | 8.47% |
| 순이익률 | 1.88% |
| 부채/자본 비율 | 93.8% |
VVX의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/10 08:09 |
| 종가 | 2026/08/10 00:00 |
| 수익 | 2026/07/03 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
V2X, Inc.는 17명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Peter Arment | Baird |
| Mariana Perez Mora | BofA Global Research |
| Daniel Drawbaugh | B. Riley Securities, Inc. |