V2X Inc (VVX)

Over the past six months, V2X was awarded a contract under the Missile Defense Agency's SHIELD IDIQ contract vehicle with a ceiling value of $151 billion. The company expanded its board with experienced defense industry leaders. V2X secured a $72 million contract to enhance battlefield connectivity for the U.S. Army. Major shareholders sold 1,200,000 shares of common stock for approximately $66.06 million. The company won a $980 million IDIQ contract to support global warfighter test systems. V2X secured a 10-year, $425 million contract to upgrade cockpit displays for the U.S. Air Force's F-16 fleet. V2X announced a secondary offering of 2.25 million shares by investor Vertex Aerospace Holdco LLC, with V2X agreeing to repurchase 363,638 shares. V2X reported strong financial results for the third quarter of 2025, with adjusted EPS of $1.37 and revenue of $1.17 billion. The company's stock price increased by 29% and was trading near its 52-week high of $63.74.

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V2X, Inc. is a global provider of critical mission solutions and support services, primarily to defense customers. The company integrates physical and digital environments, offering solutions across operations and logistics, aerospace, training, and technology markets, catering to national security, defense, civilian, and international clients. V2X operates within the Capital Goods sector and the Aerospace and Defense industry, providing services such as facility and logistics, training, IT, and network communications. Its supply chain offerings include maintenance, transportation, rations, field services, health support, and personnel services. Additionally, it offers engineering and digital integration services like E3 analysis, spectrum operations, mobile surveillance, tunnel detection, and risk assessment.

V2X, Inc. operates in 329 locations across 47 countries and territories worldwide, with a business presence across Asia, Europe, the Middle East, and the United States. The company is headquartered in Reston, Virginia.

V2X, Inc. has maintained a strong brand reputation over the past year, characterized by its long-standing status as a trusted partner with an 80-year reputation in the defense sector. The company's strong financial performance and consistent ability to secure and maintain government contracts contribute significantly to its reputation and expertise. V2X boasts a perfect Piotroski Score of 9, indicating strong financial stability, and maintains a GOOD overall financial health rating, despite reporting weak gross profit margins of 8.5%. Stock price reactions to announcements have sometimes been muted or negative. Potential risks to the company's reputation include harm to its relationship with the U.S. government, business disruptions, security breaches, unsafe workplaces, high security risks in international locations, labor union issues, integration difficulties, and misconduct by employees or subcontractors.

V2X, Inc. has a significant institutional ownership base, with 493 institutional owners and shareholders holding a total of 35,677,116 shares, representing 94.53% of the stock. Insiders hold 5.83%. Major institutional owners include Aip, Llc, Fmr Llc, BlackRock, Inc., Dimensional Fund Advisors Lp, Vanguard Group Inc, State Street Corp, Reinhart Partners, Inc., Ophir Asset Management Pty Ltd, FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund, and Wellington Management Group Llp. Aip LLC is the largest institutional shareholder, holding 26.85% of the company's shares. American Industrial Partners Capital Fund VI LP is noted as the largest individual V2X shareholder, owning 1.19% of the company. In the past three months, insiders have sold more of their company's stock than they have bought.