V2X (NYSE:VVX) Releases FY 2026 Earnings Guidance

V2X (NYSE:VVX) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided earnings per share guidance of 5.900-6.300 for the period, compared to the consensus estimate of 6.090. The company issued revenue guidance of $4.9 billion-$5.0 billion, compared to the consensus revenue estimate of $4.9 billion.

V2X Stock Performance

Shares of NYSE:VVX opened at $83.26 on Wednesday. The firm’s 50 day simple moving average is $80.96 and its 200-day simple moving average is $73.17. The company has a debt-to-equity ratio of 0.96, a quick ratio of 1.25 and a current ratio of 1.25. V2X has a one year low of $49.59 and a one year high of $93.98. The firm has a market cap of $2.61 billion, a PE ratio of 29.84, a price-to-earnings-growth ratio of 0.69 and a beta of 0.21.

V2X (NYSE:VVX) last announced its quarterly earnings data on Monday, August 3rd. The company reported $1.64 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.44 by $0.20. The company had revenue of $1.26 billion for the quarter, compared to analysts’ expectations of $1.21 billion. V2X had a return on equity of 17.70% and a net margin of 1.88%.V2X’s revenue was up 16.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.33 earnings per share. V2X has set its FY 2026 guidance at 5.900-6.300 EPS. As a group, equities analysts predict that V2X will post 6.16 EPS for the current year.

Analysts Set New Price Targets

Several equities analysts have recently commented on VVX shares. Morgan Stanley raised their price target on V2X from $80.00 to $90.00 and gave the company an “equal weight” rating in a research note on Tuesday. Robert W. Baird reaffirmed a “neutral” rating and issued a $94.00 price objective on shares of V2X in a research note on Tuesday. Royal Bank Of Canada increased their target price on shares of V2X from $70.00 to $75.00 and gave the stock a “sector perform” rating in a report on Tuesday, May 5th. Stifel Nicolaus set a $102.00 price target on shares of V2X in a report on Tuesday. Finally, Citizens Jmp increased their price objective on shares of V2X from $90.00 to $102.00 and gave the company a “market outperform” rating in a research note on Tuesday, July 28th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, V2X currently has an average rating of “Moderate Buy” and an average target price of $86.90.

Key V2X News

Here are the key news stories impacting V2X this week:

• Positive Sentiment: V2X won an $87 million firm-fixed-price contract to improve the performance and mission readiness of SUU-79 pylons used on U.S. Navy F/A-18 Super Hornet and EA-18G Growler aircraft. The award adds to the company’s defense backlog and supports recurring military sustainment demand. V2X Wins $87 Million Contract Supporting F/A-18 Mission Readiness
• Positive Sentiment: V2X was awarded a U.S. Air Force C-12 aircraft sustainment contract with a potential ceiling of $500 million through 2031. Although an indefinite-delivery/indefinite-quantity ceiling is not guaranteed revenue, the award strengthens the company’s long-term position in defense logistics. V2X Awarded $500 Million U.S. Air Force C-12 Sustainment Contract
• Positive Sentiment: Noble Financial raised its FY2026 EPS forecast to $6.16 from $5.95 and increased its fourth-quarter estimate to $1.58 from $1.54. The firm maintained an Outperform rating.
• Positive Sentiment: V2X reported second-quarter revenue of $1.26 billion, up 16.5% year over year, while adjusted EPS of $1.64 exceeded estimates near $1.44–$1.45. Adjusted net income rose 22%, and management increased its full-year revenue, adjusted EBITDA and adjusted EPS guidance, including an EPS range of $5.90–$6.30.
• Neutral Sentiment: Morgan Stanley raised its price target to $90 from $80 but retained an Equal Weight rating. Baird reaffirmed its Neutral rating with a $94 target, indicating analysts see additional value but limited conviction at current valuation levels.
• Neutral Sentiment: Management is reportedly pursuing acquisitions, which could expand V2X’s capabilities and backlog but may also introduce integration, financing and execution risks.
• Negative Sentiment: Baird downgraded V2X on valuation after the stock’s major rally. That caution appears to be the main immediate headwind, as investors take profits despite strong earnings, upgraded guidance and new contract awards.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in VVX. Dimensional Fund Advisors LP grew its stake in shares of V2X by 6.6% during the fourth quarter. Dimensional Fund Advisors LP now owns 1,333,727 shares of the company’s stock worth $72,756,000 after acquiring an additional 82,518 shares during the last quarter. State Street Corp increased its holdings in shares of V2X by 23.6% during the fourth quarter. State Street Corp now owns 1,192,058 shares of the company’s stock valued at $65,027,000 after acquiring an additional 227,804 shares in the last quarter. Ophir Asset Management Pty Ltd raised its position in shares of V2X by 10.9% in the 4th quarter. Ophir Asset Management Pty Ltd now owns 912,274 shares of the company’s stock valued at $49,765,000 after purchasing an additional 89,957 shares during the last quarter. Wellington Management Group LLP raised its position in shares of V2X by 8.4% in the 4th quarter. Wellington Management Group LLP now owns 871,143 shares of the company’s stock valued at $47,521,000 after purchasing an additional 67,626 shares during the last quarter. Finally, Boston Partners boosted its stake in V2X by 5,323.3% in the 3rd quarter. Boston Partners now owns 553,235 shares of the company’s stock worth $32,139,000 after purchasing an additional 543,034 shares in the last quarter. 95.18% of the stock is owned by institutional investors and hedge funds.

V2X Company Profile

V2X, Inc provides critical mission solutions and support services to defense clients worldwide. It offers a suite of integrated solutions across the operations and logistics, aerospace, training, and technology markets to national security, defense, civilian, and international clients. The company was incorporated in 2014 and is headquartered in Mclean, Virginia.