V2X (NYSE:VVX) Trading Up 13.9% Following Better-Than-Expected Earnings

V2X, Inc. (NYSE:VVX) was up 13.9% during trading on Tuesday following a better than expected earnings announcement. The stock traded as high as $76.36 and last traded at $77.2550. Approximately 267,144 shares changed hands during mid-day trading, a decline of 44% from the average daily volume of 481,288 shares. The stock had previously closed at $67.82.

The company reported $1.53 EPS for the quarter, beating analysts’ consensus estimates of $1.24 by $0.29. The company had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.13 billion. V2X had a net margin of 1.74% and a return on equity of 15.64%. V2X’s revenue for the quarter was up 23.4% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.98 earnings per share. V2X has set its FY 2026 guidance at 5.750-6.150 EPS.

Trending Headlines about V2X

Here are the key news stories impacting V2X this week:

• Positive Sentiment: Q1 results topped expectations — adjusted EPS $1.53 vs. consensus ~$1.24 and revenue $1.25B vs. ~$1.13B, showing 23% YoY top?line growth. V2X Reports First Quarter 2026 Results
• Positive Sentiment: Company raised FY?2026 guidance (EPS 5.750–6.150 and higher revenue/adj. EBITDA outlook), signaling management confidence in 2026 growth. FY2026 Guidance / Press Materials
• Positive Sentiment: Record backlog of $13.8B and a 3.2x book?to?bill in the quarter — strong demand indicator that supports future revenue visibility. V2X Earnings Call Signals Robust Growth And Backlog
• Positive Sentiment: Analysts reacted with bullish notes and higher targets — BTIG reaffirmed a Buy with a $90 PT; Citizens JMP raised its PT to $90 (market outperform), providing fresh upside from street coverage. Benzinga – Analyst Coverage TickerReport – BTIG Reaffirmation
• Neutral Sentiment: Adjusted metrics strong but GAAP profit remains modest — adjusted diluted EPS $1.53 vs. GAAP diluted EPS $0.60; adjusted EBITDA margin 6.8%. Investors should watch conversion of adjusted to GAAP profits. Zacks – Q1 Earnings and Revenues Beat
• Negative Sentiment: Net margin and GAAP net income are still low (net income $18.9M; net margin ~1.7%), which could limit multiple expansion if the company can’t sustainably convert backlog into higher GAAP margins. MarketBeat – Earnings Summary & Call Transcript

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the stock. Truist Financial reaffirmed a “hold” rating and issued a $68.00 price target (up from $65.00) on shares of V2X in a report on Tuesday, February 24th. Weiss Ratings raised shares of V2X from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday. Morgan Stanley assumed coverage on shares of V2X in a report on Thursday, April 16th. They issued an “equal weight” rating and a $74.00 price target for the company. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $75.00 price target on shares of V2X in a report on Tuesday. Finally, BTIG Research reaffirmed a “buy” rating and issued a $90.00 price target on shares of V2X in a report on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $75.60.

Insider Buying and Selling at V2X

In other news, major shareholder American Industrial Partners C sold 2,545,432 shares of the stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $68.21, for a total value of $173,623,916.72. Following the sale, the insider owned 2,004,569 shares in the company, valued at $136,731,651.49. This represents a 55.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.99% of the stock is owned by insiders.

Institutional Trading of V2X

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. increased its stake in shares of V2X by 20.6% in the fourth quarter. Vanguard Group Inc. now owns 1,434,711 shares of the company’s stock worth $78,263,000 after acquiring an additional 245,149 shares during the period. Reinhart Partners LLC. increased its stake in shares of V2X by 60.6% in the fourth quarter. Reinhart Partners LLC. now owns 1,429,211 shares of the company’s stock worth $77,964,000 after acquiring an additional 539,209 shares during the period. Dimensional Fund Advisors LP increased its stake in shares of V2X by 6.6% in 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 period. State Street Corp increased its stake in shares of V2X by 23.6% in the fourth quarter. State Street Corp now owns 1,192,058 shares of the company’s stock worth $65,027,000 after acquiring an additional 227,804 shares during the period. Finally, Ophir Asset Management Pty Ltd increased its stake in shares of V2X by 10.9% in the fourth quarter. Ophir Asset Management Pty Ltd now owns 912,274 shares of the company’s stock worth $49,765,000 after acquiring an additional 89,957 shares during the period. Institutional investors and hedge funds own 95.18% of the company’s stock.

V2X Price Performance

The stock has a market cap of $2.43 billion, a price-to-earnings ratio of 31.98, a price-to-earnings-growth ratio of 0.57 and a beta of 0.12. The stock’s 50 day moving average price is $68.59 and its two-hundred day moving average price is $62.81. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 1.00.

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.