V2X, Inc. ( VVX ) Q3 2025 Earnings Call November 3, 2025 4:30 PM EST Company Participants Michael Smith - Corporate Vice President, Treasurer, Corporate Development & Investor Relations Jeremy Wensinger - President, CEO & Director Shawn Mural - Senior VP & CFO Conference Call Participants Peter Arment - Robert W. Baird & Co. Incorporated, Research Division Jonathan Siegmann - Stifel, Nicolaus & Company, Incorporated, Research Division Andre Madrid - BTIG, LLC, Research Division Kenneth Herbert - RBC Capital Markets, Research Division Tobey Sommer - Truist Securities, Inc., Research Division Joseph Gomes - NOBLE Capital Markets, Inc., Research Division Trevor Walsh - Citizens JMP Securities, LLC, Research Division Kristine Liwag - Morgan Stanley, Research Division Noah Poponak - Goldman Sachs Group, Inc., Research Division Presentation Operator Thank you for joining us for the V2X Third Quarter 2025 Earnings Conference Call and Webcast.
Investors interested in Technology Services stocks are likely familiar with V2X (VVX) and Symbotic Inc. (SYM). But which of these two stocks offers value investors a better bang for their buck right now?
V2X stock has lagged peers due to flat sales, low margins, and ongoing share sales by a major shareholder, but recent margin improvement is encouraging. The company is targeting larger contracts, evidenced by a $4.3 billion award, which could drive more predictable revenues and future margin expansion. V2X raised its EPS guidance due to tax benefits and debt refinancing, and is gaining more freedom for buybacks and acquisitions as American Industrial Partners reduces its stake.
| Aerospace & Defense Industry | Industrials Sector | Jeremy C. Wensinger CEO | XFRA Exchange | US92242T1016 ISIN |
| US Country | 16,100 Employees | - Last Dividend | - Last Split | - IPO Date |
V2X, Inc., established in 2014 and headquartered in Mclean, Virginia, is a pivotal provider of mission-critical solutions and support services for defense and national security clients around the world. Leveraging a comprehensive suite of integrated solutions, V2X, Inc. caters to a wide array of markets including operations and logistics, aerospace, training, and technology. The company's expertise is dedicated to serving the unique needs of national security, defense, civilian, and international clients, ensuring high standards of excellence and reliability in every project undertaken.