Brokers Set Expectations for V2X’s Q3 Earnings (NYSE:VVX)

V2X, Inc. (NYSE:VVX) – Investment analysts at Noble Financial reduced their Q3 2026 earnings estimates for V2X in a research report issued to clients and investors on Tuesday, May 5th. Noble Financial analyst J. Gomes now expects that the company will post earnings per share of $1.46 for the quarter, down from their prior estimate of $1.50. The consensus estimate for V2X’s current full-year earnings is $5.87 per share. Noble Financial also issued estimates for V2X’s FY2026 earnings at $5.95 EPS.

V2X (NYSE:VVX) last posted its quarterly earnings data on Monday, May 4th. The company reported $1.53 EPS for the quarter, topping the consensus estimate of $1.24 by $0.29. V2X had a return on equity of 17.05% and a net margin of 1.88%.The firm had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.13 billion. During the same quarter last year, the company earned $0.98 earnings per share. The business’s revenue for the quarter was up 23.4% compared to the same quarter last year. V2X has set its FY 2026 guidance at 5.750-6.150 EPS.

Several other equities analysts have also recently weighed in on VVX. Royal Bank Of Canada raised their target price on shares of V2X from $70.00 to $75.00 and gave the company a “sector perform” rating in a research note on Tuesday. BTIG Research reiterated a “buy” rating and issued a $90.00 price target on shares of V2X in a research note on Tuesday. Citizens Jmp increased their price objective on shares of V2X from $80.00 to $90.00 and gave the company a “market outperform” rating in a report on Tuesday. Citigroup restated an “outperform” rating on shares of V2X in a research report on Tuesday. Finally, Robert W. Baird set a $94.00 target price on V2X in a report on Tuesday, February 24th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $77.80.

V2X Price Performance

Shares of V2X stock opened at $76.44 on Wednesday. The company has a market capitalization of $2.39 billion, a price-to-earnings ratio of 27.40, a PEG ratio of 0.57 and a beta of 0.12. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 1.00. The stock’s 50-day simple moving average is $68.75 and its 200-day simple moving average is $62.94. V2X has a 52 week low of $43.42 and a 52 week high of $78.36.

Insider Buying and Selling at V2X

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

Hedge Funds Weigh In On V2X

A number of hedge funds have recently added to or reduced their stakes in the stock. Comerica Bank grew its stake in V2X by 79.1% in the third quarter. Comerica Bank now owns 480 shares of the company’s stock worth $28,000 after purchasing an additional 212 shares in the last quarter. Larson Financial Group LLC raised its position in V2X by 207.3% during the 3rd quarter. Larson Financial Group LLC now owns 759 shares of the company’s stock valued at $44,000 after purchasing an additional 512 shares in the last quarter. Fifth Third Bancorp purchased a new stake in shares of V2X in the 1st quarter worth $46,000. Osaic Holdings Inc. grew its position in shares of V2X by 140.0% during the 2nd quarter. Osaic Holdings Inc. now owns 1,068 shares of the company’s stock worth $52,000 after buying an additional 623 shares in the last quarter. Finally, LRI Investments LLC bought a new position in shares of V2X during the 3rd quarter worth $57,000. 95.18% of the stock is currently owned by institutional investors.

Key Headlines Impacting V2X

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

About V2X

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.