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TickerTalks›$VVX
VVVVX

V2X, Inc.

Hot onWhy it's trendingX mentions rising faster than the marketStrong bullish X conversationBacked by solid revenue growth
$VVX·$2.3B·Aerospace & Defense·Industrials
$72.56+0.9%YTD+35.3%1Y+32.0%
Price updated 7h ago·X counts updated 1d ago
VVVVX
$VVXV2X, Inc.
$72.56+0.90%4 posts
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $VVX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

4X posts · last 7 days
Aug 27Sep 9
Bullish sentimentAI analysisGenerated by AI from underlying data40 posts analyzed · as of 2026-08-11

V2X posters cheer a $391M USMC logistics contract (options could bring total to $500M) plus a Marine Corps repair/sustainment award. Users frame VVX as an under-appreciated defense contractor with c-UAS (counter-drone) exposure and training franchise, with book-to-bill set to accelerate on Q2 wins. Sentiment is decisively bullish on the contract-momentum thesis.

Read what X is saying about $VVX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $VVX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-07

The move is getting stronger, with heavier trading behind it.

V2X is winning big Marine Corps logistics awards and the tape is up 43% YTD, though beta of 0.22 keeps moves orderly.

V2X sits at $74.18, up 43% year to date and 34% over the last year, with the operating story validated by four straight double-digit EPS beats and revenue growth reaccelerating to 23% in Q1.

  • Q1 revenue of $1.26B beat by 4% and EPS of $1.53 beat by 23%. The X sentiment sample from August 11 was decisively bullish, citing a $391M Marine Corps logistics contract that could scale to $500M with options plus a separate repair-and-sustainment award.
  • Fundamentals check out — 29.9x trailing earnings looks steep, but forward looks cheaper at ~12x 2026 EPS of $6.23 and 11x 2027 of $6.94, with analysts modeling steady mid-single-digit revenue growth and expanding margins.
  • Insider activity is mildly negative — General Counsel Jeremy Nance sold 3,500 shares at $82.01 and director Melvin Parker sold 5,000 at $81.41 in mid-August, roughly 10% above current price. These are individually modest sales but they hit at the recent high.

Q3 prints November 2, 2026, with the Street looking for $1.54 EPS on ~$1.29B revenue; a fifth straight beat with continued counter-drone and training award momentum keeps the bull case intact.

Agrees with X sentimentThe August X sample lined up with the numbers — bullish on Marine Corps contract momentum, and Q1 delivered a 23% EPS beat, so the crowd read matched the fundamentals.

What to watch: Watch the Q3 EPS print against the $1.54 bar and whether counter-drone and training franchise book-to-bill stay above 1.0 — the whole thesis is contract-award momentum, so any softening there matters.

On the calendar: 2026-11-02 — Q3 earnings

Read the AI verdict on $VVX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides logistics, maintenance, and training support services for US military operations globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $VVX.

Aerospace & Defense · Industrials

NATO spending commitments and Pentagon procurement acceleration are the structural tailwinds supporting prime contractor backlogs; missile defense, tactical drones, and nuclear shipbuilding are the priority line items. Commercial space is a separate and concurrent driver: Electron launch cadence and lunar delivery contracts are pulling RKLB and LUNR on independent momentum.

What this means for $VVX

Direct beneficiary — Vectrus/V2X's military logistics, maintenance, and training services scale with Pentagon operational tempo and deployed force sustainment; procurement acceleration includes sustainment and logistics spending.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+1.3%YTD
+9.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
29.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
8.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
8.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$1.64$1.44+13.9%
Q1 2026May 4, 2026$1.53$1.24+23.4%
Q4 2025Feb 23, 2026$1.56$1.33+17.3%
Q3 2025Nov 3, 2025$1.37$1.23+11.4%
Next earningsMon, Nov 2·consensus EPS $1.54

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.3B+23.4%8.4%3.5%$0.61$-132.2M
Q4 FY25$1.2B+5.3%8.6%4.2%$0.72$207.2M
Q3 FY25$1.2B+7.9%8.1%4.8%$0.78$35.0M
Q2 FY25$1.1B+0.6%8.9%4.9%$0.71$26.1M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.0B$4.9B – $5.0B$6.23$6.01 – $6.609
FY27$5.2B$4.9B – $5.5B$6.94$6.47 – $7.579
FY28$5.6B$5.4B – $6.0B$7.68$5.04 – $8.879
FY29$5.7B$5.5B – $5.9B$8.56$8.19 – $9.024
FY30$6.0B$5.8B – $6.2B$9.34$8.93 – $9.844

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.50%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+2.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 30.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 14Nance Jeremy JohnSVP and General Counsel3.5K sh$287KSellAug 11Melvin ParkerDirector5.0K sh$407K
+ 22 other (10 exempts · 8 awards · 2 gifts · 2 inkinds) in window

See when $VVX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 108-K — Item 5.02: Officer or director change
AI summary

V2X Inc. (VVX) disclosed that Dr. L. Roger Mason Jr. resigned as Senior Vice President and Chief Growth Officer effective immediately on August 7, 2026, to serve as the Director of the National Reconnaissance Office of the U.S. Department of War (formerly Department of Defense). In recognition of his contributions and in exchange for a separation agreement and general release, the Compensation Committee approved a prorated AIP payment of $331,975 (reflecting full months employed in 2026 at target). CEO Lloyd Wensinger will assume his responsibilities.

8-KMaterial agreementJun 18-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

V2X Inc.'s subsidiaries entered Amendment No. 6 to its First Lien Credit Agreement on May 29, 2026, with Royal Bank of Canada as administrative agent; specific amendment terms not detailed in the excerpt. Material credit agreement amendment; routine leverage management for a defense and government services contractor.

SC 13D/AActivist amendmentMay 13SC 13D/A
AI summary

American Industrial Partners Capital Fund VI, L.P. filed an amended Schedule 13D on VVX disclosing beneficial ownership (0.00 shares) as of 2026-05-13. The filer's stated intent is passive investment with no plan to influence control of the company.

424B5Prospectus supplement (offering)May 11424B5
AI summary

VVX filed a 424B5 prospectus supplement dated 2026-05-11, representing an active capital markets transaction. Priced at $0.01 per share. This represents immediate dilution to existing shareholders.

8-KOfficer or director changeMay 78-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

VVX disclosed a personnel change (8-K Item 5.02, dated 2026-05-07). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

SC 13D/AActivist amendmentMar 16SC 13D/A
+ 14 other (6 13Gs · 2 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Moog (NYSE:MOG.A) versus V2X (NYSE:VVX) Financial Analysisdefenseworld.net·1d agoV2X to Deliver Tempest Counter-UAS Systems to U.S. Marine Corpsprnewswire.com·3d agoV2X General Counsel Sells 3,500 Sharesfool.com·9d agoV2X to Participate in the 2026 Jefferies Global Industrials Conferencegurufocus.com·11d agoV2X to Participate in the 2026 Jefferies Global Industrials Conferenceprnewswire.com·11d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & Drones

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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