V2X (NYSE:VVX) Releases FY 2026 Earnings Guidance

V2X (NYSE:VVX) updated its FY 2026 earnings guidance on Monday. The company provided EPS guidance of 5.500-5.900 for the period, compared to the consensus EPS estimate of 5.660. The company issued revenue guidance of $4.7 billion-$4.8 billion, compared to the consensus revenue estimate of $4.7 billion.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on VVX shares. Citigroup lifted their target price on V2X from $62.00 to $69.00 and gave the company a “neutral” rating in a research report on Tuesday, January 13th. Robert W. Baird set a $94.00 price target on shares of V2X in a research note on Tuesday. Morgan Stanley reiterated an “underweight” rating and issued a $61.00 price objective on shares of V2X in a report on Tuesday, December 16th. Weiss Ratings restated a “hold (c+)” rating on shares of V2X in a report on Monday, December 29th. Finally, Stifel Nicolaus raised their target price on shares of V2X from $63.00 to $65.00 and gave the company a “buy” rating in a research report on Tuesday, November 4th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and a consensus price target of $67.75.

V2X Stock Up 3.0%

NYSE:VVX opened at $69.99 on Wednesday. V2X has a twelve month low of $42.09 and a twelve month high of $73.38. The firm has a market capitalization of $2.21 billion, a price-to-earnings ratio of 28.69, a price-to-earnings-growth ratio of 0.61 and a beta of 0.12. The company has a quick ratio of 1.20, a current ratio of 1.20 and a debt-to-equity ratio of 1.01. The stock’s 50 day moving average price is $63.52 and its two-hundred day moving average price is $59.06.

V2X (NYSE:VVX) last released its quarterly earnings data on Monday, February 23rd. The company reported $1.56 EPS for the quarter, beating the consensus estimate of $1.33 by $0.23. V2X had a return on equity of 15.73% and a net margin of 1.74%.The company had revenue of $1.22 billion during the quarter, compared to the consensus estimate of $1.21 billion. During the same quarter in the prior year, the firm posted $1.33 EPS. The firm’s revenue for the quarter was up 5.3% compared to the same quarter last year. V2X has set its FY 2026 guidance at 5.500-5.900 EPS. Equities research analysts expect that V2X will post 4.16 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, major shareholder American Industrial Partners C sold 1,200,000 shares of V2X stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $55.05, for a total value of $66,060,000.00. Following the completion of the transaction, the insider owned 4,550,001 shares of the company’s stock, valued at $250,477,555.05. This trade represents a 20.87% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.88% of the stock is currently owned by corporate insiders.

Key V2X News

Here are the key news stories impacting V2X this week:

• Positive Sentiment: Q4 beat on EPS and revenue — V2X reported adjusted diluted EPS of $1.56 vs. the Zacks/consensus $1.33 and revenue of $1.22B (up ~5% YoY), with record adjusted EPS and adjusted EBITDA improvements; these results validate margin progress and support the stock rally. V2X Reports Fourth Quarter 2025 Results
• Positive Sentiment: 2026 guidance and backlog — Management set FY2026 EPS guidance of $5.50–$5.90 and revenue guidance with a $4.75B midpoint (targeting ~6% revenue growth) and cited record backlog and innovation-driven growth, providing forward visibility. V2X targets 6% revenue growth and $4.75B midpoint for 2026
• Positive Sentiment: Operational improvements — Full-year 2025 results show cash flow strength, a $116M net debt reduction and a ~2.2x net leverage ratio, which reduces financial risk and supports valuation. V2X Reports Fourth Quarter 2025 Results
• Neutral Sentiment: Analyst consensus remains a “Hold” — Brokerages show a consensus hold rating; Truist reaffirmed a hold but lifted its price target to $68 (from $65), leaving the street view mixed despite the beat. Benzinga coverage of Truist note
• Neutral Sentiment: Analyst and media coverage — Multiple outlets (Zacks, MarketBeat, Seeking Alpha) highlighted the Q4 beat and guidance; broader coverage can amplify moves but also bring more scrutiny on guidance execution. Don’t Overlook These Top Stocks After Q4 EPS Beats
• Negative Sentiment: Short-term pullback after initial pop — Some coverage noted the stock slipped intraday after the earnings release, suggesting profit-taking and that investors will be watching execution against the new guidance. V2X slips after earnings beat

Hedge Funds Weigh In On V2X

Hedge funds and other institutional investors have recently bought and sold shares of the business. Vident Advisory LLC increased its position in V2X by 2.5% during the fourth quarter. Vident Advisory LLC now owns 10,778 shares of the company’s stock worth $588,000 after buying an additional 261 shares during the last quarter. EP Wealth Advisors LLC bought a new position in shares of V2X during the 4th quarter worth approximately $240,000. Mackenzie Financial Corp increased its holdings in shares of V2X by 24.1% during the 4th quarter. Mackenzie Financial Corp now owns 18,378 shares of the company’s stock worth $1,014,000 after acquiring an additional 3,569 shares during the last quarter. Empowered Funds LLC raised its stake in V2X by 10.8% in the 4th quarter. Empowered Funds LLC now owns 144,008 shares of the company’s stock valued at $7,856,000 after acquiring an additional 14,084 shares during the period. Finally, XTX Topco Ltd acquired a new stake in V2X during the 4th quarter valued at $315,000. Institutional investors own 95.18% of the company’s stock.

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.