V2X, Inc. (VVX) Q4 2025 Earnings Call Transcript
V2X (VVX) came out with quarterly earnings of $1.56 per share, beating the Zacks Consensus Estimate of $1.33 per share. This compares to earnings of $1.33 per share a year ago.
Investors with an interest in Technology Services stocks have likely encountered both V2X (VVX) and Symbotic Inc. (SYM). But which of these two stocks is more attractive to value investors?
Investors interested in Technology Services stocks are likely familiar with V2X (VVX) and Enpro (NPO). But which of these two stocks is more attractive to value investors?
V2X has outperformed peers, gaining 20% year-to-date, driven by defense budget optimism despite its lower-margin mission-support business model. VVX margins remain around 7%, constrained by cost-plus contracts, with limited near-term benefit from higher defense spending but potential long-term volume growth. I raise my base case price target to $80.70 (from $67.45), reflecting a 2026 valuation window and stable EBITDA growth, despite lower free cash flow estimates.
Investors interested in Technology Services stocks are likely familiar with V2X (VVX) and Duolingo, Inc. (DUOL). But which of these two stocks offers value investors a better bang for their buck right now?
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.
Investors with an interest in Technology Services stocks have likely encountered both V2X (VVX) and MeridianLink (MLNK). But which of these two stocks presents investors with the better value opportunity right now?
V2X, Inc. (NYSE:VVX ) Q2 2025 Earnings Conference Call August 4, 2025 4:30 PM ET Company Participants Jeremy C. Wensinger - President, CEO & Director Michael J.
V2X (VVX) came out with quarterly earnings of $1.33 per share, beating the Zacks Consensus Estimate of $1 per share. This compares to earnings of $0.83 per share a year ago.