V2x, INC

Market Movers (8-K)

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NYSE
V2X, Inc. announced a 17% year-over-year revenue increase to $1.26 billion and raised its full-year 2026 guidance for revenue, adjusted EBITDA, and adjusted diluted EPS.
Better than expected
NYSE
V2X, Inc. announces the closing of a public offering where Vertex Aerospace Holdco LLC sold 2,004,569 shares of common stock.
NYSE
V2X, Inc. announced robust first quarter 2026 financial results, including a 23% year-over-year revenue increase and a 53% rise in adjusted net income, leading to an upward revision of its full-year 2026 financial outlook.
Better than expected
NYSE
V2X, Inc. announced robust financial results for the fourth quarter and full-year 2025, alongside optimistic guidance for 2026, driven by national security priorities.
Better than expected
NYSE
V2X, Inc. has expanded its Board of Directors from 7 to 10 members, appointing Nicole B. Theophilus, Gerard A. Fasano, and Ross S. Niebergall, effective immediately.
NYSE
V2X, Inc. announced a secondary public offering by a selling shareholder, Vertex Aerospace Holdco LLC, involving 2.25 million shares, alongside a company share repurchase and board resignations.
Capital raise

Quarterly Earnings (10-Q)

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NYSE
V2X, Inc. announced significant increases in revenue and net income for the third quarter and first nine months of 2025, driven by program ramp-ups and reduced interest expenses, despite a U.S. federal government shutdown and ongoing internal control remediation.
Better than expected
Delay expected
NYSE
V2X, Inc. announced a significant increase in net income and operating income for Q2 2025, driven by operational efficiencies and lower interest expenses, alongside a major new $4.3 billion Air Force contract award.
Better than expected
NYSE
V2X Inc. announces its Q1 2025 financial results, showing a slight revenue increase and discloses executive separation agreements.
NYSE
V2X Inc. saw a significant increase in revenue and profitability in the third quarter of 2024, driven by organic growth and cost optimization.
Better than expected
NYSE
V2X Inc. saw a revenue increase in the second quarter of 2024, but also experienced a net loss due to higher costs and debt extinguishment.
Worse than expected
NYSE
V2X Inc. saw a revenue increase and a return to profitability in the first quarter of 2024, compared to a net loss in the same period last year.
Better than expected

Annual Reports (10-K)

NYSE
V2X, Inc. announced a 3.7% revenue increase and a 22.0% rise in operating income for the fiscal year ended December 31, 2025, driven by program ramp-ups and cost control.
Better than expected
Delay expected
NYSE
V2X Inc. reports a 9.1% increase in revenue to $4.3 billion for the fiscal year ended December 31, 2024, driven by organic growth and new program performance.
Better than expected
NYSE
V2X Inc. reports a significant revenue increase for 2023, driven by a merger and organic growth, alongside a material weakness in internal controls.
Worse than expected

Insider Trading (Form 4)

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NYSE
Jeremy C. Wensinger, President and CEO of V2X, Inc., reported transactions involving restricted stock units and common stock.
NYSE
V2X, Inc. Director Eric M. Pillmore reported a bona fide gift of 2,200 shares of common stock.
NYSE
Director David E. Farnsworth acquired 1,948 shares of V2X, Inc. common stock through the vesting of restricted stock units.
NYSE
Director Gerard A. Fasano acquired 838 shares of V2X, Inc. common stock through the vesting of restricted stock units.
NYSE
Director Phillip Widman acquired 3,254 shares of V2X, Inc. common stock through the vesting of restricted stock units.
NYSE
Director Eric Pillmore acquired 3,254 shares of V2X, Inc. common stock through the vesting of restricted stock units.

Proxy Statements (Def-14A)

NYSE
V2X, Inc. announces its 2026 Annual Meeting of Shareholders, detailing director elections, executive compensation, and strong 2025 financial performance with revenue growth and reduced net debt.
Better than expected
NYSE
V2X Inc. announces its 2025 Annual Meeting of Shareholders, detailing proposals for director elections, auditor ratification, executive compensation, and incentive plan amendments.
NYSE
V2X is holding its 2025 Annual Meeting virtually on May 8, 2025, to elect directors, ratify the accounting firm appointment, approve executive compensation, and approve an amendment to the 2014 Omnibus Incentive Plan.
NYSE
V2X, Inc. announces its 2024 Annual Meeting of Shareholders to be held on May 9, 2024, with voting open until May 8, 2024, covering the election of directors, ratification of the auditor, and executive compensation.
NYSE
V2X, Inc. invites shareholders to its virtual 2024 Annual Meeting on May 9, 2024, to vote on director elections, ratification of the accounting firm, and executive compensation.

Schedule 13D - Activist Investments

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NYSE
V2X, Inc. reports a significant change in beneficial ownership as American Industrial Partners entities divest their holdings following a secondary public offering.
Capital raise
NYSE
American Industrial Partners' Vertex Holdco unit sold over 2.5 million shares of V2X, Inc. common stock for $68.21 per share, reducing its beneficial ownership.
Worse than expected
NYSE
American Industrial Partners and its affiliates reduced their beneficial ownership in V2X, Inc. by selling 1.2 million shares of common stock for $66.06 million.
Worse than expected
NYSE
An investor group led by American Industrial Partners Capital Fund VI, L.P. sold 2.25 million shares of V2X, Inc. common stock at $55.00 per share, leading to director resignations and a shift to passive investment.
NYSE
A major shareholder in V2X, Inc., Vertex Aerospace Holdco LLC, has sold 1.7 million shares, leading to an upcoming resignation from the company's Board of Directors.
NYSE
V2X's largest shareholder, Vertex Holdco, sold 2 million shares, leading to reduced board representation and loss of key consent rights.

Schedule 13G - Passive Investments

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NYSE
BlackRock, Inc. has filed a Schedule 13G, reporting beneficial ownership of 12.3% of V2X, Inc. common stock.
NYSE
State Street Corporation has reported beneficial ownership of 5.6% of V2X Inc.'s common stock as of March 31, 2026.
NYSE
FMR LLC and Abigail P. Johnson have reported a combined beneficial ownership of 12.0% of V2X Inc.'s common stock as of March 31, 2026.
NYSE
BlackRock, Inc. has reported a beneficial ownership of 5.5% of V2X, Inc.'s common stock, totaling 1,740,104 shares, held in the ordinary course of business.
NYSE
FMR LLC and its affiliates, along with Abigail P. Johnson, have filed an amended Schedule 13G, reporting a continued beneficial ownership of 15.0% of V2X INC's common stock as of March 31, 2025.
NYSE
BlackRock, Inc. has filed an amended Schedule 13G, reporting a 4.5% beneficial ownership stake in V2X, Inc. as of March 31, 2025.
Worse than expected