V2X (NYSE:VVX) Updates FY 2026 Earnings Guidance

V2X (NYSE:VVX) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided EPS guidance of 5.750-6.150 for the period, compared to the consensus EPS estimate of 5.840. The company issued revenue guidance of $4.8 billion-$5.0 billion, compared to the consensus revenue estimate of $4.8 billion.

V2X Trading Down 1.1%

Shares of V2X stock opened at $75.65 on Wednesday. V2X has a 52-week low of $43.42 and a 52-week high of $78.36. The stock has a market cap of $2.37 billion, a PE ratio of 27.11, a PEG ratio of 0.57 and a beta of 0.12. The firm has a 50-day moving average of $68.75 and a 200-day moving average of $62.94. The company has a debt-to-equity ratio of 1.00, a quick ratio of 1.22 and a current ratio of 1.22.

V2X (NYSE:VVX) last issued its quarterly earnings data on Monday, May 4th. The company reported $1.53 earnings per share for the quarter, topping the consensus estimate of $1.24 by $0.29. V2X had a net margin of 1.88% and a return on equity of 17.05%. The business had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.13 billion. During the same quarter in the previous year, the company earned $0.98 EPS. The business’s revenue was up 23.4% on a year-over-year basis. V2X has set its FY 2026 guidance at 5.750-6.150 EPS. As a group, sell-side analysts forecast that V2X will post 5.87 EPS for the current year.

Analyst Upgrades and Downgrades

VVX has been the subject of several analyst reports. Citigroup reaffirmed an “outperform” rating on shares of V2X in a report on Tuesday. Stifel Nicolaus raised their price target on V2X from $77.50 to $79.00 and gave the stock a “buy” rating in a research report on Tuesday. Royal Bank Of Canada upped their price objective on shares of V2X from $70.00 to $75.00 and gave the stock a “sector perform” rating in a research report on Tuesday. Morgan Stanley upped their price target on shares of V2X from $74.00 to $80.00 and gave the stock an “equal weight” rating in a report on Tuesday. Finally, Weiss Ratings upgraded shares of V2X from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, V2X currently has an average rating of “Moderate Buy” and an average price target of $77.80.

Insider Activity at V2X

In related news, major shareholder American Industrial Partners C sold 2,545,432 shares of the business’s stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $68.21, for a total transaction of $173,623,916.72. Following the sale, the insider owned 2,004,569 shares in the company, valued at $136,731,651.49. The trade was a 55.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Company insiders own 0.99% of the company’s stock.

Key V2X News

Here are the key news stories impacting V2X this week:

• Positive Sentiment: Raised guidance and record backlog — V2X increased its FY‑2026 guidance and reported a record US$13.8B backlog (driven by a 3.2x book‑to‑bill in the quarter), which supports higher future revenue visibility. V2X (VVX) Is Up 6.8% After Raising 2026 Guidance On Record US$13.8 Billion Backlog
• Positive Sentiment: Q1 results beat — V2X reported adjusted EPS of $1.53 (vs. ~$1.24 cons.) and revenue of $1.25B (up 23% YoY), with adjusted EBITDA and margins improving, signaling operational leverage. V2X Reports First Quarter 2026 Results
• Positive Sentiment: Analyst bullishness — Citizens JMP raised its price target to $90 and gave a market outperform rating, backing the stronger outlook. Citizens JMP price target raise
• Positive Sentiment: BTIG reaffirmed its buy and $90 target, reinforcing market optimism on VVX’s growth trajectory. BTIG reaffirms buy, $90 PT
• Neutral Sentiment: Earnings call color available — Transcripts and call coverage detail backlog composition, book‑to‑bill dynamics and margin drivers; useful for investors digging into execution and backlog convertibility. Q1 2026 Earnings Call Transcript
• Negative Sentiment: Offsetting analyst stance — Truist raised its price target modestly to $70 but maintains a “hold” rating, implying potential downside relative to the current price and tempering some upside momentum. Truist raises PT to $70, hold rating

Institutional Investors Weigh In On V2X

A number of institutional investors have recently added to or reduced their stakes in VVX. Wellington Management Group LLP raised its stake in shares of V2X by 842.1% during the third quarter. Wellington Management Group LLP now owns 803,517 shares of the company’s stock valued at $46,676,000 after acquiring an additional 718,225 shares during the last quarter. Boston Partners grew its stake in shares of V2X by 5,323.3% in the third quarter. Boston Partners now owns 553,235 shares of the company’s stock worth $32,139,000 after purchasing an additional 543,034 shares during the last quarter. Bank of America Corp DE grew its stake in shares of V2X by 727.4% in the third quarter. Bank of America Corp DE now owns 466,863 shares of the company’s stock worth $27,120,000 after purchasing an additional 410,438 shares during the last quarter. State Street Corp increased its holdings in V2X by 23.6% in the fourth quarter. State Street Corp now owns 1,192,058 shares of the company’s stock valued at $65,027,000 after purchasing an additional 227,804 shares during the period. Finally, Zimmer Partners LP bought a new position in V2X during the 4th quarter worth $4,914,000. 95.18% of the stock is owned by institutional investors.

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.