V2X, Inc. Earnings Call Transcripts
Fiscal Year 2026
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The meeting covered board elections, auditor ratification, and executive compensation approval, with all proposals passing. Strategic focus remains on innovation, market growth, and supporting national security priorities. Shareholder questions were acknowledged for follow-up.
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Revenue grew 23% year-over-year to $1.25B, with adjusted EPS up 55% and record backlog of $13.8B. Guidance for 2026 was raised, reflecting strong bookings, robust program execution, and continued innovation in AI and modernization.
Fiscal Year 2025
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Delivered record revenue and earnings in 2025, driven by major contract wins, innovation partnerships, and strong cash generation. 2026 guidance calls for 6% revenue growth, margin expansion, and robust backlog, with minimal recompete risk and continued investment in technology and M&A.
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A leading security solutions provider highlighted strong revenue growth, global diversification, and major contract wins in training, readiness, and modernization. Rapid prototyping and next-gen tech are driving future opportunities, with a $50B+ pipeline and expanding presence in key regions.
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Record Q3 revenue and adjusted EPS were achieved, driven by strong program execution and major contract wins. Guidance for 2025 was raised, though cash flow expectations were lowered due to government shutdown-related timing delays. Backlog and pipeline remain robust.
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Global mission support provider reported strong Q2 results and secured major long-term contracts, ensuring solid revenue visibility. Recent acquisition expands cyber capabilities, while technology adoption enhances operational efficiency. Strategic capital allocation and low recompete risk support growth and stability.
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Second quarter results showed strong revenue, margin expansion, and robust cash generation, with major contract wins and a $100 million share repurchase plan supporting an increased adjusted EPS outlook. The $4.3 billion T-6 award and a healthy pipeline position the company for continued growth.
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Q1 revenue reached $1.02B with strong Indo-Pacific growth and major contract wins. Adjusted EBITDA was $67M, and guidance for 2025 is reaffirmed with a robust backlog and improved leverage. Key programs and extensions provide multi-year revenue visibility.
Fiscal Year 2024
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Record 2024 results with 9% revenue growth, strong cash flow, and a $12.5B backlog. 2025 guidance projects continued growth, with ramping revenue and EBITDA, and a focus on strategic contract wins and operational efficiency.
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Q3 2024 saw 8% revenue growth to $1.08B, with strong gains in Indo-Pacific and Middle East regions. Adjusted EBITDA rose 28% and EPS 77% year-over-year. Guidance for revenue and EPS was raised, with a robust $12.2B backlog and continued deleveraging.
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Record Q2 revenue grew 10% year-over-year, driven by strong performance in the Pacific and Middle East, and major contract wins totaling over $4 billion. 2024 revenue guidance was raised, with margins impacted by a higher mix of lower-margin work, but backlog and liquidity remain strong.