V2X 향후 성장
Future 기준 점검 3/6
V2X (는) 각각 연간 22.6% 및 4.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 22.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14% 로 예상됩니다.
핵심 정보
22.6%
이익 성장률
22.13%
EPS 성장률
| Aerospace & Defense 이익 성장 | 18.3% |
| 매출 성장률 | 4.6% |
| 향후 자기자본이익률 | 13.97% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 05 May 2026 |
최근 향후 성장 업데이트
Recent updates
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.Seeking Alpha • Jan 15
V2X: The Surprising Winner Of The Aerospace And Defense Surge
Summary V2X has outperformed peers, gaining 20% year-to-date, driven by defense budget optimism despite its lower-margin mission-support business model. VVX margins remain around 7%, constrained by cost-plus contracts, with limited near-term benefit from higher defense spending but potential long-term volume growth. I raise my base case price target to $80.70 (from $67.45), reflecting a 2026 valuation window and stable EBITDA growth, despite lower free cash flow estimates. VVX maintains a buy rating, supported by fair valuation on 2025 earnings, a $100M buyback, growing cash, and sub-2x leverage enabling future capital deployment. Read the full article on Seeking Alpha내러티브 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...
새 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 5,367 | 178 | 262 | 300 | 6 |
| 12/31/2027 | 5,151 | 161 | 214 | 249 | 12 |
| 12/31/2026 | 4,926 | 104 | 145 | 170 | 8 |
| 4/3/2026 | 4,718 | 89 | 136 | 148 | N/A |
| 12/31/2025 | 4,480 | 78 | 170 | 182 | N/A |
| 9/26/2025 | 4,419 | 80 | 185 | 196 | N/A |
| 6/27/2025 | 4,334 | 71 | 210 | 219 | N/A |
| 3/28/2025 | 4,328 | 42 | 209 | 216 | N/A |
| 12/31/2024 | 4,322 | 35 | 242 | 254 | N/A |
| 9/27/2024 | 4,205 | 9 | 65 | 84 | N/A |
| 6/28/2024 | 4,125 | -12 | 56 | 78 | N/A |
| 3/29/2024 | 4,030 | -4 | 146 | 169 | N/A |
| 12/31/2023 | 3,963 | -23 | 163 | 188 | N/A |
| 9/29/2023 | 3,901 | -33 | 116 | 137 | N/A |
| 6/30/2023 | 3,858 | -43 | 132 | 152 | N/A |
| 3/31/2023 | 3,378 | -35 | 62 | 81 | N/A |
| 12/31/2022 | 2,891 | -14 | 81 | 93 | N/A |
| 9/30/2022 | 2,332 | 4 | 89 | 100 | N/A |
| 7/1/2022 | 1,833 | 31 | 59 | 67 | N/A |
| 4/1/2022 | 1,806 | 37 | 47 | 57 | N/A |
| 12/31/2021 | 1,784 | 46 | 52 | 61 | N/A |
| 10/1/2021 | 1,720 | 55 | 71 | 80 | N/A |
| 7/2/2021 | 1,613 | 55 | 37 | 44 | N/A |
| 4/2/2021 | 1,478 | 40 | 35 | 41 | N/A |
| 12/31/2020 | 1,396 | 37 | 60 | 64 | N/A |
| 10/2/2020 | 1,405 | 31 | 32 | 37 | N/A |
| 7/3/2020 | 1,413 | 28 | 40 | 47 | N/A |
| 4/3/2020 | 1,408 | 35 | 28 | 35 | N/A |
| 12/31/2019 | 1,383 | 33 | N/A | 28 | N/A |
| 9/27/2019 | 1,347 | 33 | N/A | 60 | N/A |
| 6/28/2019 | 1,295 | 35 | N/A | 51 | N/A |
| 3/29/2019 | 1,285 | 36 | N/A | 45 | N/A |
| 12/31/2018 | 1,279 | 35 | N/A | 40 | N/A |
| 9/28/2018 | 1,246 | 67 | N/A | 22 | N/A |
| 6/29/2018 | 1,207 | 63 | N/A | 34 | N/A |
| 3/30/2018 | 1,145 | 59 | N/A | 14 | N/A |
| 12/31/2017 | 1,115 | 59 | N/A | 35 | N/A |
| 9/29/2017 | 1,107 | 22 | N/A | 26 | N/A |
| 6/30/2017 | 1,121 | 23 | N/A | 23 | N/A |
| 3/31/2017 | 1,170 | 24 | N/A | 45 | N/A |
| 12/31/2016 | 1,191 | 24 | N/A | 37 | N/A |
| 9/30/2016 | 1,214 | 25 | N/A | 42 | N/A |
| 7/1/2016 | 1,229 | 33 | N/A | 38 | N/A |
| 4/1/2016 | 1,230 | 33 | N/A | 48 | N/A |
| 12/31/2015 | 1,181 | 31 | N/A | 19 | N/A |
| 9/25/2015 | 1,155 | 28 | N/A | 13 | N/A |
| 6/26/2015 | 1,157 | 16 | N/A | 40 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: VVX 의 연간 예상 수익 증가율(22.6%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: VVX 의 연간 수익(22.6%)이 US 시장(16.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: VVX 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: VVX 의 수익(연간 4.6%)이 US 시장(연간 11.5%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: VVX 의 수익(연간 4.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: VVX의 자본 수익률은 3년 후 14%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 13:23 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/04/03 |
| 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 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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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 18명의 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. |