V2X (VVX) – Some More Awards


Thursday, October 02, 2025

V2X builds innovative solutions that integrate physical and digital environments by aligning people, actions, and technology. V2X is embedded in all elements of a critical mission’s lifecycle to enhance readiness, optimize resource management, and boost security. The company provides innovation spanning national security, defense, civilian, and international markets. With a global team of approximately 16,000 professionals, V2X enables mission success by injecting AI and machine learning capabilities to meet today’s toughest challenges across all operational domains.

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Awards. V2X has been the recipient of new awards, including one focused on extending the life-cycle of existing platforms and another driving connectivity and communications. In total, the three new awards total over $580 million of contract value, assuming all funds are spent. We view the recent wins as further confirmation of V2X’s ability to provide full mission lifecycle solutions.

Center Display Units. V2X’s Vertex Modernization and Sustainment unit was awarded by the Air Force a five-year ID/IQ contract with a single five-year option (10 years total) with a contract ceiling of $425 million for center display units (CDU), according to the Department of War’s daily contract awards. V2X will supply the Air Force with the following hardware during this period: CDU full kits, CDU line replaceable units, CDU shop replaceable units, and various other support hardware as required.


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Release – V2X Completes Acquisition of QinetiQ U.S. Intelligence Business, Expanding National Security Capabilities

V2X (PRNewsfoto/V2X, Inc.)

Research News and Market Data on VVX

September 22, 2025

RESTON, Va., Sept 22, 2025 /PRNewswire/ — V2X, Inc. (NYSE: VVX) today announced the successful completion of its acquisition of QinetiQ’s U.S. Intelligence business, a provider of data engineering, intelligence mission support, and cyber solutions for the Intelligence Community.

The transaction, valued at approximately $24 million net of estimated tax benefits, adds new capabilities and expands V2X’s access to critical national security programs. Approximately 70 professionals with deep expertise in intelligence and cyber operations will join V2X as part of the acquisition.

“This acquisition enhances our position in the Intelligence Community and strengthens our ability to deliver data-enabled mission solutions across all domains,” said Jeremy C. Wensinger, President and Chief Executive Officer of V2X. “We are pleased to welcome this talented team and look forward to delivering greater value to our customers and shareholders.”

Integration of the QinetiQ Intelligence business into V2X’s national security portfolio is already underway and will continue over the coming months.

About V2X
V2X builds innovative solutions that integrate physical and digital environments by aligning people, actions, and technology. V2X is embedded in all elements of a critical mission’s lifecycle to enhance readiness, optimize resource management, and boost security. The company provides innovation spanning national security, defense, civilian, and international markets. With a global team of approximately 16,000 professionals, V2X enables mission success by injecting AI and machine learning capabilities to meet today’s toughest challenges across all operational domains.

Investor Contact
Mike Smith, CFA
Vice President, Treasury, Corporate Development and Investor Relations
IR@goV2X.com
719-637-5773

Media Contact
Angelica Spanos Deoudes
Director, Corporate Communications
Angelica.Deoudes@goV2X.com
571-338-5195

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/v2x-completes-acquisition-of-qinetiq-us-intelligence-business-expanding-national-security-capabilities-302562302.html

SOURCE V2X, Inc.

Release – V2X Names Greg Lundy Vice President of Technology

V2X (PRNewsfoto/V2X, Inc.)

Research News and Market Data on VVX

September 08, 2025

RESTON, Va., Sept. 8, 2025 /PRNewswire/ — V2X, Inc. (NYSE: VVX) today announced the appointment of Greg Lundy as Vice President of Technology, effective immediately. In this role, Lundy will lead the company’s innovation and technology strategy, with a focus on advancing Independent Research and Development initiatives. He will report directly to L. Roger Mason, Chief Growth Officer at V2X.

Lundy brings more than 20 years of leadership experience at the intersection of artificial intelligence, machine learning, cybersecurity, and advanced network architectures. He joins V2X from Collins Aerospace and has also held senior roles with Sony, Booz Allen Hamilton, and the U.S. Navy.

“Greg has a proven track record of driving multibillion-dollar defense and aerospace portfolios, architecting secure and autonomous systems, and leading large-scale engineering teams,” said Jeremy C. Wensinger, President and Chief Executive Officer at V2X. “As a former U.S. Navy officer and mission commander with more than 2,000 combat flight hours and deep operational ISR expertise, he brings mission-critical focus and technical leadership that will strengthen our innovation strategy and support our customers’ most complex challenges.”

Lundy holds a bachelor’s degree from the Maine Maritime Academy, a master’s degree from The George Washington University, an MBA from the University of Virginia’s Darden School of Business, and a doctorate in Artificial Intelligence/Machine Learning from The George Washington University.

About V2X
V2X builds innovative solutions that integrate physical and digital environments by aligning people, actions, and technology. V2X is embedded in all elements of a critical mission’s lifecycle to enhance readiness, optimize resource management, and boost security. The company provides innovation spanning national security, defense, civilian, and international markets. With a global team of approximately 16,000 professionals, V2X enables mission success by injecting AI and machine learning capabilities to meet today’s toughest challenges across all operational domains.

Investor Contact
Mike Smith, CFA
Vice President, Treasury, Corporate Development and Investor Relations
IR@goV2X.com
719-637-5773

Media Contact
Angelica Spanos Deoudes
Director, Corporate Communications
Angelica.Deoudes@oV2X.com
571-338-5195

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/v2x-names-greg-lundy-vice-president-of-technology-302548934.html

SOURCE V2X, Inc.

V2X (VVX) – More Potential Opportunity


Wednesday, August 27, 2025

V2X builds innovative solutions that integrate physical and digital environments by aligning people, actions, and technology. V2X is embedded in all elements of a critical mission’s lifecycle to enhance readiness, optimize resource management, and boost security. The company provides innovation spanning national security, defense, civilian, and international markets. With a global team of approximately 16,000 professionals, V2X enables mission success by injecting AI and machine learning capabilities to meet today’s toughest challenges across all operational domains.

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Another Seat. V2X, through its Vertex Aerospace unit, was awarded a seat on the Cooperative Threat Reduction (CTR) program. CTR is a combined $3.5 billion ID/IQ multiple award vehicle, according to the Department of Defense daily awards notice. This award adds to V2X’s strong opportunity potential, in our view.

CTR. CTR is a ten-year cost-plus-fixed-fee, cost, cost-plus-award-fee, cost-plus-incentive-fee, firm-fixed-price, firm-fixed-price-level of effort, and time-and-materials contract. This contract will deliver a broad range of services and products to provide sustainable chemical, biological, radiological, and nuclear threat reduction capabilities to partner nations. The CTR Program partners with willing countries to reduce the threat from weapons of mass destruction and related materials, technologies, facilities, and expertise.


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*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

V2X (VVX) – Expanding Capabilities


Tuesday, August 12, 2025

V2X builds innovative solutions that integrate physical and digital environments by aligning people, actions, and technology. V2X is embedded in all elements of a critical mission’s lifecycle to enhance readiness, optimize resource management, and boost security. The company provides innovation spanning national security, defense, civilian, and international markets. With a global team of approximately 16,000 professionals, V2X enables mission success by injecting AI and machine learning capabilities to meet today’s toughest challenges across all operational domains.

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

A Tuck-in. Last night, after the market closed, V2X announced it had entered into an agreement to acquire a specialized data engineering, intel mission support, and cyber solutions business serving the Intelligence Community (IC). The transaction is valued at approximately $24 million, net of estimated tax benefits. We expect additional details to follow.

IC Expansion. The acquisition advances V2X’s strategic growth objectives and further extends its reach beyond traditional defense markets, enabling the Company to pursue a greater share of the National Intelligence Program budget and related opportunities. The acquisition adds some 70 people to V2X.


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This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision.

V2X (VVX) – AIP Sells Some More


Monday, August 11, 2025

V2X builds innovative solutions that integrate physical and digital environments by aligning people, actions, and technology. V2X is embedded in all elements of a critical mission’s lifecycle to enhance readiness, optimize resource management, and boost security. The company provides innovation spanning national security, defense, civilian, and international markets. With a global team of approximately 16,000 professionals, V2X enables mission success by injecting AI and machine learning capabilities to meet today’s toughest challenges across all operational domains.

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Another Sale. AIP, through its Vertex Aerospace Holdco LLC sub, is selling another 2 million shares of VVX stock through an offering that is expected to close on August 11th. This will be the fourth such sale as the private equity firm continues to lighten its V2X holdings.

V2X to Buy. Subject to the closing of the offering, V2X has agreed to purchase 200,000 shares of V2X’s common stock that are subject to the offering at a price per share of common stock equal to the price to be paid to Vertex Aerospace by the underwriter. V2X intends to fund the repurchase of its common stock with cash on hand. This will cost approximately $10 million, 


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Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

V2X (VVX) – Solid 2Q25 Results


Tuesday, August 05, 2025

V2X builds innovative solutions that integrate physical and digital environments by aligning people, actions, and technology. V2X is embedded in all elements of a critical mission’s lifecycle to enhance readiness, optimize resource management, and boost security. The company provides innovation spanning national security, defense, civilian, and international markets. With a global team of approximately 16,000 professionals, V2X enables mission success by injecting AI and machine learning capabilities to meet today’s toughest challenges across all operational domains.

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

2Q25 Results. Revenue came in at $1.078 billion, essentially flat with last year’s $1.072 billion and was in-line with our $1.08 billion estimate. Helped by the pull forward of the conclusion of a non-recurring contractual commitment, adjusted EBITDA was $82.4 million, or a 7.6% margin, compared to $72.3 million, or a 6.7% margin, last year. V2X reported adjusted EPS of $1.33 for 2Q25, up from $0.83 in 2Q24.

Moving Up to Franchise Programs. Highlighted by last week’s T-6 services award, V2X’s pipeline is reflecting larger, franchise type programs. These programs typically leverage all of V2X’s mission critical capabilities. Management noted the 3-year qualified pipeline is now approximately $50 billion in size.


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Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

V2X (VVX) – A $4.3 Billion Contract Award


Monday, August 04, 2025

V2X builds innovative solutions that integrate physical and digital environments by aligning people, actions, and technology. V2X is embedded in all elements of a critical mission’s lifecycle to enhance readiness, optimize resource management, and boost security. The company provides innovation spanning national security, defense, civilian, and international markets. With a global team of approximately 16,000 professionals, V2X enables mission success by injecting AI and machine learning capabilities to meet today’s toughest challenges across all operational domains.

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

New Award. V2X, Inc. has been awarded a $4.3 billion indefinite-delivery/indefinite-quantity contract by the U.S. Air Force for Contractor Operated and Maintained Supply services in support of the T-6 aircraft. This is one of the largest contracts in V2X history and highlights the Company’s operating capabilities, in our view.

Details. This contract provides support for safe flyable aircraft to meet users’ daily flight schedule and depot requirements consistent with Department of Defense and commercial sector best practices in procuring, producing, and delivering products and services to customers. Work will be performed at a variety of military bases across the continental U.S. and is expected to be completed by July 31, 2034. This contract was a competitive source selection with three offers received.


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*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

Release – V2X Awarded $4.3 Billion Contract to Support U.S. Air Force T-6 COMBS Program

Research News and Market Data on VVX

August 01, 2025

RESTON, Va., Aug. 1, 2025 /PRNewswire/ — V2X, Inc. (NYSE: VVX), has been awarded a $4.3 billion indefinite-delivery/indefinite-quantity contract by the U.S. Air Force for Contractor Operated and Maintained Supply services in support of the T-6 aircraft.

This contract provides supply support for safe, flyable aircraft to meet the daily flight schedules and depot requirements of the U.S. Air Force, Navy, and Army. The effort aligns with Department of Defense and commercial best practices for procuring, producing, and delivering products and services.

“We are honored by this award and for the trust placed in us by the U.S. Air Force,” said Jeremy C. Wensinger, President and Chief Executive Officer of V2X. “This contract reflects the dedication of our team and the pride we take in supporting the readiness of our nation’s aircraft. We are excited to begin this new work and look forward to serving the mission for years to come.”

“This is a proud moment for our entire aerospace team,” said Vinny Caputo, Senior Vice President of Aerospace Systems at V2X. “The T-6 program is foundational to pilot training across the services, and we are committed to delivering the highest standards of performance, reliability, and mission readiness. We’re excited to bring our proven supply chain expertise to this critical effort.”

V2X’s work will be performed at various military bases across the United States and is expected to be completed by July 2034.

About V2X
V2X builds innovative solutions that integrate physical and digital environments by aligning people, actions, and technology. V2X is embedded in all elements of a critical mission’s lifecycle to enhance readiness, optimize resource management, and boost security. The company provides innovation spanning national security, defense, civilian, and international markets. With a global team of approximately 16,000 professionals, V2X enables mission success by injecting AI and machine learning capabilities to meet today’s toughest challenges across all operational domains.

Investor Contact
Mike Smith, CFA
Vice President, Treasury, Corporate Development and Investor Relations
IR@goV2X.com
719-637-5773

Media Contact
Angelica Spanos Deoudes
Director, Corporate Communications
Angelica.Deoudes@goV2X.com
571-338-5195

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/v2x-awarded-4-3-billion-contract-to-support-us-air-force-t-6-combs-program-302519398.html

SOURCE V2X, Inc.

V2X (VVX) – An $118 Million Contract


Friday, June 27, 2025

V2X builds innovative solutions that integrate physical and digital environments by aligning people, actions, and technology. V2X is embedded in all elements of a critical mission’s lifecycle to enhance readiness, optimize resource management, and boost security. The company provides innovation spanning national security, defense, civilian, and international markets. With a global team of approximately 16,000 professionals, V2X enables mission success by injecting AI and machine learning capabilities to meet today’s toughest challenges across all operational domains.

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Support Services. According to the daily Department of Defense contract announcements, V2X subsidiary Vectrus Systems has been awarded an $118 million cost-plus-fixed-fee undefinitized contract for base support services in support of the Iraq F-16 program. This is another in a long line of recent wins for V2X, demonstrating the V2X value proposition and confirming the significant traction on near-term Foreign Military and International opportunities previously highlighted by management.

Details. The contract provides for base operating support, base life support, and security services. Work will be performed at Martyr BG Ali Flaih Air Base, Iraq, and is expected to be completed by Nov. 30, 2026. This contract involves Foreign Military Sales (FMS) to Iraq. This contract was a sole source acquisition. FMS funds in the amount of $57.8 million are being obligated at the time of award.


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This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

V2X (VVX) – Another Proposed Stock Sale


Monday, May 19, 2025

V2X builds innovative solutions that integrate physical and digital environments by aligning people, actions, and technology. V2X is embedded in all elements of a critical mission’s lifecycle to enhance readiness, optimize resource management, and boost security. The company provides innovation spanning national security, defense, civilian, and international markets. With a global team of approximately 16,000 professionals, V2X enables mission success by injecting AI and machine learning capabilities to meet today’s toughest challenges across all operational domains.

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Hans Baldau, Associate Analyst, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Proposed Sale. On Friday, V2X announced AIP, through Vertex Holdco, will sell an additional two million VVX shares on an underwritten basis. The underwriter will have the option to purchase an additional 300,000 shares. V2X is not selling any shares of common stock in the offering, and V2X will not receive any proceeds from the offering by Vertex Aerospace.  The offering is expected to close on or about May 19, 2025, subject to customary closing conditions.

Post Sale Ownership. Following the offering, Vertex Aerospace will continue to beneficially own 12,167,286 shares, or approximately 38.4%, of V2X’s outstanding common stock after giving effect to the offering (or 11,867,286 shares, or approximately 37.4%, if the underwriter fully exercises its option to purchase additional shares).


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Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

V2X, Inc. (VVX) – Announces $100 Million Share Repurchase Program


Tuesday, May 13, 2025

V2X builds innovative solutions that integrate physical and digital environments by aligning people, actions, and technology. V2X is embedded in all elements of a critical mission’s lifecycle to enhance readiness, optimize resource management, and boost security. The company provides innovation spanning national security, defense, civilian, and international markets. With a global team of approximately 16,000 professionals, V2X enables mission success by injecting AI and machine learning capabilities to meet today’s toughest challenges across all operational domains.

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Hans Baldau, Associate Analyst, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

New Repurchase Program. Yesterday, V2X announced that its Board of Directors approved a share repurchase program under which the Company may purchase, from time to time, up to $100 million of the Company’s common stock for a three-year term ending on May 12, 2028.

Why? According to management, the share repurchase program reflects the strength of the business and management’s commitment to enhancing shareholder returns through a disciplined capital allocation strategy. As of yesterday’s close, the $100 million represents approximately 6.1% of the outstanding shares. To remind investors, private equity firm AIP owns about 45% of the outstanding shares.


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Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

V2X, Inc. (VVX) – Solid 1Q25, Expanding Opportunities


Tuesday, May 06, 2025

V2X builds innovative solutions that integrate physical and digital environments by aligning people, actions, and technology. V2X is embedded in all elements of a critical mission’s lifecycle to enhance readiness, optimize resource management, and boost security. The company provides innovation spanning national security, defense, civilian, and international markets. With a global team of approximately 16,000 professionals, V2X enables mission success by injecting AI and machine learning capabilities to meet today’s toughest challenges across all operational domains.

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Hans Baldau, Associate Analyst, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Strategy Working. V2X’s unique full-lifecycle, mission-driven strategy is working, resulting in not only an expanded opportunity set but significantly larger individual opportunities than in the past. The Company’s focus on enhancing mission effectiveness, extending asset utilization, reducing costs, and improving security and mission outcomes dovetails nicely with the focus of the DoD and the current Administration.

1Q25 Results. Revenue came in at $1.015 billion compared to $1.01 billion in 1Q24 and our $1.04 billion estimate, with 10% y-o-y growth in Indopacom the driver. Adjusted EBITDA was $67 million, down slightly from $69 million last year and in-line with our estimate. Adjusted EPS was $0.98, up from $0.90 last year and our $0.89 estimate.


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Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision.