VVX
V2X, Inc.

V2X, Inc.VVX

Industrials · Aerospace & Defense
76.84USD
+0.54%
Sep 19, 2026
VVX overview ready
Provider of integrated defense mission solutions and platform modernization services
V2X is a defense-services enabler of operational readiness rather than a weapons or platform manufacturer.
Strong narrative exposure
Exposed to the Defense Rearmament and Industrial Base narrative through Defense Readiness, Sustainment and Mission Support — enabling supplier.
Constructive pullback in an uptrend
Longer-term context reads established trend, with a near-term setup of constructive pullback.
The setup is constructive, but the underlying structure is still poor.
Fair valuation
The price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Dependence on government defense spending.
Market Sep 18Filing Jul 3Price action Jul 11Research Sep 19

Conviction Level

NarrativeHeat8.3ThemeHeat7.1PriceAction9.0Valuation3.5CompanyPosition7.3
Price
Loading price history…

Price Action

Constructive pullback in an uptrend
Longer-term context reads established trend, with a near-term setup of constructive pullback.
The setup is constructive, but the underlying structure is still poor.

Key Financials

Market Cap
$2.4B
Avg Volume (60D)
586.1K
60 sessions
Revenue Growth YoY
+3.7%
FY2025 vs FY2024
Operating Margin
+4.2%
Trailing twelve months
Free Cash Flow Yield
+5.5%
Next Earnings
2026-11-02
P/E
25.6x
EV / Sales
0.6x
Market metrics as of Jul 11, 2026
Financial results for the period ended Jul 3, 2026
Filed balance-sheet data as of Jul 3, 2026

Fundamentals & Valuation

0 of the one valuation perspectives say fair; intrinsic is the dissenting view.
This company has a Fair valuation stance because the price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.

Company Research

Thesis
V2X is a defense-services enabler of operational readiness rather than a weapons or platform manufacturer. It provides global mission support, integrated supply-chain management, platform modernization, communications, and readiness services, with most revenue tied to U.S. Government customers.
Opportunity
Moderate opportunity
Government and allied spending to maintain force availability through logistics, supply-chain execution, training support, base and platform sustainment, lifecycle modernization, and mission-ready services.
Key risk
Dependence on government defense spending.

Narrative & Theme

Defense Rearmament and Industrial Base
Part of Defense Readiness, Sustainment and Mission Support, with strong fit.
VVX has direct revenue exposure to the defense-readiness and sustainment spending cycle.
Narrative HeatHeating up8.3 / 10
Theme HeatHeating up7.1 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Industrials · Aerospace & Defense
What they do

V2X, Inc. provides integrated mission solutions and support services primarily to defense customers, operating through multi-domain readiness, supply chain management, and platform modernization.

How it earns

The company generates revenue primarily through project-based contracts and service agreements with defense and government customers.

Products & services
Multi-domain impact readiness solutions
Integrated supply chain management
Mission solutions
Platform renewal and modernization
Customers & end markets
Defense customers
National security agencies
Civilian government entities
International defense clients
Market position

Niche provider specializing in integrated mission support and platform modernization within the defense sector.

Demand drivers
Medium cyclicality

Dependent on government defense budgets and contract cycles which can fluctuate with political and geopolitical factors.

Peers

Companies validated as economically comparable to VVX — similar business, revenue model and scale.
PRICE ACTIONVALUATIONTHEME
Leidos Holdings, Inc.Damaged Structure — Distribution PressureCheap8.0High8.3Heating up7.1Heating upLocked$127.692.50%