V2X, Inc.

NYSE:VVX 주식 리포트

시가총액: US$2.3b

V2X 과거 순이익 실적

과거 기준 점검 5/6

V2X은 연평균 16.1%의 비율로 수입이 증가해 온 반면, Aerospace & Defense 산업은 수입이 20.1% 증가했습니다. 매출은 연평균 21.7%의 비율로 증가했습니다. V2X의 자기자본이익률은 8%이고 순이익률은 1.9%입니다.

핵심 정보

16.06%

순이익 성장률

-18.52%

주당순이익(EPS) 성장률

Aerospace & Defense 산업 성장률5.38%
매출 성장률21.66%
자기자본이익률8.04%
순이익률1.88%
최근 순이익 업데이트03 Apr 2026

최근 과거 실적 업데이트

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
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...
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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 Alpha
분석 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 Alpha
분석 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 Alpha
분석 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 Alpha
분석 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...

매출 및 비용 세부 내역

V2X가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:VVX 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
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

양질의 수익: VVX는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: VVX의 현재 순 이익률 (1.9%)은 지난해 (1%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: VVX의 수익은 지난 5년 동안 연평균 16.1% 증가했습니다.

성장 가속화: 지난 1년간 VVX 의 수익 증가율(103.7%)은 연간 평균(16.1%)을 초과합니다.

수익 대 산업: VVX의 지난 1년 수익 증가율(103.7%)은 Aerospace & Defense 업계의 23.6%를 상회했습니다.


자기자본이익률

높은 ROE: VVX의 자본 수익률(8%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 13:11
종가2026/05/22 00:00
수익2026/04/03
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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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.

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