Overview

* V2X Inc ( VVX ) Q2 revenue of $1.08 bln beats analyst expectations, per LSEG data

* Adjusted EPS rises 59% y/y, exceeding analyst estimates, per LSEG data

* Co announces $100 mln share repurchase authorization and $4.3 bln T-6 program award

Outlook

* Company raises 2025 adjusted EPS guidance to $4.65-$4.95

* V2X reaffirms 2025 revenue guidance of $4.375-$4.5 bln

* Company maintains 2025 adjusted EBITDA guidance at $305-$320 mln

Result Drivers

* T-6 PROGRAM AWARD - $4.3 bln T-6 aircraft program award enhances pilot readiness across multiple services

* PROCESS OPTIMIZATION - Improved processes and procedures contributed to strong financial performance

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $1.08 $1.05

Revenue bln bln (11

Analysts

)

Q2 Beat $1.33 $0.33 (6

Adjusted Analysts

EPS )

Q2 EPS $0.7

Q2 Beat $82.40 $71.70

Adjusted mln mln (10

EBITDA Analysts

)

Q2 Beat $77.30 $39.20

Adjusted mln mln (7

Operatin Analysts

g Income )

Q2 $52.90

Operatin mln

g Income

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 2 "hold" and 2 "sell" or "strong sell"

* The average consensus recommendation for the aerospace & defense peer group is "buy"

* Wall Street's median 12-month price target for V2X Inc ( VVX ) is $56.00, about 15.5% above its August 1 closing price of $47.34

* The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)