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Repost of my DD for VVX, $1.5B company with over $15 billion in defense contracts and 50% institutional ownership
VVX $1.5B company with over $15 billion in defense contracts that no one knows about
Who’s gonna make the Russell 2000 prelim list on May 23, 2025?
Mentions
RESTON, Va., July 27, 2026 /PRNewswire/ -- V2X, Inc. (NYSE: VVX), a leading provider of global mission solutions supporting national security, defense, and civilian customers, today announced it has joined the S&P SmallCap 600 Index, following S&P Dow Jones Indices' previously announced rebalancing.
I was looking at MSA a few months ago and have had it on my watchlist. Was looking to enter around $150ish but held off. Cool company and lots of tailwinds for them with everything being built. Nothing new in my account besides HONA and VVX. I did however start a position in SOLS in my kid's account with the drop on the merger with ESI. I hold ESI in my account so I'm just gonna chill with it because I've been wanting SOLS myself. I did find a new spin-off recently. AXYV, Missle Solutions. Being spinoff from L3harris $LHX later this year.
Their acquisition of JE McAmis will put them in prime contract spot. Hoping VVX catches this as well. Just opened a position in them today. That analyst downgrade made a decent buying opportunity. Might be up your alley.
Bought some VVX this morning. Wild that ATMU is up like 15% the past few weeks.
VVX is a name I’ve been following for a bit. Interesting company. Getting crushed today. Think I might open a position.
I’m actually up. VVX
Undervalued defense play potentially in $VVX. $2.58B market cap https://finance.yahoo.com/markets/stocks/articles/v2x-reports-first-quarter-2026-200500937.html First Quarter Financial Highlights Revenue of $1.25 billion, up 23% year-over-year Net income of $18.9 million; Adjusted net income1 of $48.1 million, up 53% year-over-year Adjusted EBITDA1 of $85.6 million; Adjusted EBITDA1 margin of 6.8% Diluted EPS of $0.60; Adjusted diluted EPS1 of $1.53, up 55% year-over-year Record backlog1 of $13.8 billion, driven by 3.2x book-to-bill1 in the quarter
Kicking myself for never buying VVX. Fun/Cool little company. CECO having a nice bounce since the earning sell off. Ended converting all my THR to CECO. Also got to vote this morning. Voting is fun lol.
**V2X (NYSE:VVX)** reported Q1 2026 results with **revenue $1.25B** (up 23% YoY), **net income $18.9M**, and **adjusted net income $48.1M** (up 53% YoY). Adjusted EBITDA was **$85.6M** with a 6.8% margin. Backlog reached a record **$13.8B** and book-to-bill was \~3.2x. The company raised full-year 2026 guidance, increasing revenue and adjusted EBITDA ranges and reaffirming a target to reduce net leverage to below 2.0x by year-end.
Anyone else watching or getting into military contractors like VVX and KBR? They seem well-positioned for a boots-on-the-ground situations and they have yet to see much movement yet
**V2X (NYSE:VVX)** reported Q4 2025 revenue of **$1.22B** (up 5% YoY) and full-year 2025 revenue of **$4.48B** (up 4% YoY). Q4 adjusted EBITDA was **$88.7M** (7.3% margin); full-year adjusted EBITDA was **$323.3M** (7.2% margin). Q4 adjusted net income was **$49.3M** (+16% YoY) and adjusted diluted EPS was a record **$1.56** (+17% YoY). Net debt improved by **$116M** to a 2.2x net leverage ratio. 2026 guidance mid-point: **$4.75B** revenue, **$343M** adjusted EBITDA, **$5.70** adjusted diluted EPS. "V2X ended 2025 with another quarter of strong performance, underscoring our team's successful execution of our strategy," said Jeremy C. Wensinger, President and Chief Executive Officer. "We are entering 2026 with significant momentum. Our recent awards and alignment to National Security priorities for readiness and modernization are creating tailwinds for continued growth. Additionally, we are continuing to prioritize investments and expand partnerships to deliver innovative solutions that anticipate and fulfill our customers' requirements. These growth priorities are further supported by the strength of our capital structure. As we look ahead, V2X is well positioned to continue to deliver readiness enabling solutions to support our customers' evolving requirements, while generating enhanced value for our shareholders."
$VVX Q3 * Net income +63% YoY to $24.6 million * Adjusted EBITDA of $85.2 million; margin 7.3% * Raised 2025 guidance midpoints for revenue, adjusted EBITDA, EPS * Awarded $425 million IDIQ contract for F‑16 cockpit modernizations * Closed acquisition adding specialized intelligence capabilities * Lowered midpoint for adjusted net cash provided by operating activities * Potential temporary collection delays from government shutdown "Our differentiated capabilities and alignment to customer priorities were proven firsthand through several new awards during the quarter. This includes an award to deliver counter-UAS capabilities via our Tempest platform. Tempest is a rugged, commercially based combat vehicle engineered to detect, engage, and defeat various UAS. The platform, which went from idea to fielding in a matter of months, illustrates our unique ability to deliver rapid prototyping solutions that improve mission success on the modern battlefield. We were also awarded a $425 million indefinite-delivery, indefinite-quantity contract to modernize and upgrade F-16 cockpit displays for the U.S. Air Force. This is a great example of how smart modernization can deliver immediate mission enhancement at significantly lower cost than full replacement."
Surprised to see the price action VVX. Never opened a position, but was one I was looking into when doing a lot of deep diving into some of the smaller defense names.
$VVX * Adjusted net income increased 61% year-over-year to $42.3 million * Secured major $4.3 billion T-6 aircraft program contract * Improved net debt by $200 million year-over-year * Established $100 million share repurchase program * Increased 2025 adjusted EPS guidance * Adjusted operating income grew 18% from prior year * Adjusted net cash from operations increased by $112.1 million year-over-year Mr. Wensinger continued, "We are bringing innovation and new approaches to rapidly deploy solutions for improved readiness, which was exemplified by the recent $4.3 billion T-6 program award. The T-6 aircraft is widely used in a multi-service aviation training program that is critical to ensure new pilot readiness. This award is an example of the strategy we are executing and it's an honor to have been selected to help ensure that pilots in the U.S. Air Force, Navy, and Army will be trained and ready for their next mission. V2X will use commercial-based approaches to provide full spectrum supply chain management solutions to enable this essential training-mission for over 700 aircraft."
Was just checking out VVX and stumbled on this thread. Hows that UNH play working out for you 🤦♂️
RDW for sure. Voyg is new. Also VVX and mrcy. But rdw is the best
Then the next time some idiot asks an llm for VVX DD it uses this as the building blocks again. Surely the system can't jerk itself forever in a never ending spiral of shit
1. **Why the $11.9B JETS 2.0 Isn't Guaranteed Revenue for VVX:** * That $11.9B is an **IDIQ (Indefinite Delivery/Indefinite Quantity)** contract ceiling. Think of it like a pre-approved budget for a category of work. * VVX is one of **85 companies** awarded a spot on this IDIQ. They are now "eligible to compete." * The $11.9B is the total potential value for all 85 companies combined over the contract's life. * VVX will have to **bid for and win individual "task orders"** under this umbrella. They only get revenue from the specific task orders they secure, not a slice of the $11.9B automatically. So, it's a "hunting license," not a guaranteed paycheck. 2. **Low Volume (Bearish vs. DD's Positive Spin):** * You're right, traditionally, **low volume can be bearish** (signals lack of interest or conviction, poor liquidity). * The DD writer tries to spin it positively because of **high institutional ownership**, arguing those institutions are holding confidently, and retail hasn't found it yet. * **The Catch:** High institutional ownership can explain why volume is low (if many shares are held long-term and not actively traded). However, it **doesn't automatically make low volume a bullish sign** for an imminent price surge. Those institutions have likely already done their homework. It simply means fewer shares are changing hands daily. It doesn't guarantee a retail "discovery" will make it pop, especially since the contract news isn't exactly hidden. 3. **P/E Ratio & Sustainable Growth (How Many Quarters?):** * There's **no magic number of quarters**. It's more about the quality and drivers of growth. * You'd want to see a trend over **at least 3-4 quarters (a full year)** to start getting a clearer picture, and ideally **1-2 years** for more confidence. * **What to look for:** * Is revenue growth consistent from their core business (like new contracts actually delivering)? * Are profit margins improving sustainably (not just from one-off cuts or an unusually low base like the Q1 YoY comparison from $1.1M)? * Does management consistently explain how they are achieving this and if it's repeatable? * For VVX, you'd watch if the earnings power from these large new contracts materializes as they claim, and if the initial costs (which they say inflated the P/E) genuinely decrease over the next several quarters, leading to stronger, consistent profit.
$VVX * Revenue growth of 10% year-over-year in Indo-Pacific region * Net income increased significantly from $1.1M to $8.1M year-over-year * Adjusted net income up 10% to $31.5M * Adjusted diluted EPS grew 9% to $0.98 * Enhanced capital structure through repricing and extension of revolver and Term Loan A * Strong market positioning in foreign military sales with visible growth opportunities "The overall trends in our market remain positive and are being driven by customer requirements to improve deterrence, enhance readiness, and strengthen national security," said Jeremy C. Wensinger, President and Chief Executive Officer. "We are performing well as V2X possesses the unique full lifecycle, mission driven solutions to deliver on these requirements. The V2X value proposition is being recognized by customers and is demonstrated by our recent wins and extensions, which provide substantial visibility for the next several years."
VVX and OKR had great earnings
VVX recently signed a 6.73B deal
https://imgur.com/a/VVX4cMx
https://imgur.com/a/VVX4cMx
New WSB emoji? https://imgur.com/a/VVX4cMx
Defense contractors moving bigly today, check out MOG.A, VVX, and NOC, wow.
VVX waking up slightly. Could see some selling soon. I wouldn't be holding longs right now. Looks like similar setup as Friday afternoon.
MTNB, NFTs and any Chinese stock for my enemies. Also anything that just IPO'd a week ago. Defense industry like northrop grumman, l3 harris, VVX, Raytheon and Lockheed for friends.
What do you guys think about NVTA, VVX, or ALLG? Also what do you guys think about a $515 call for INTU on 8/19? (currently at 478.09)