Overview

* V2X Q3 revenue grows 8% yr/yr, beating analyst expectations

* Adjusted EPS for Q3 beats consensus, reflecting positive operational performance

* Company repurchased $10 mln of shares, completed strategic acquisition

Outlook

* V2X raises mid-point forrevenue,adjustedEBITDA, andadjusteddiluted EPS

* Company lowers 2025 adjusted operating cash flow guidance

* V2X raises 2025 adjusted EPS guidance to $4.85-$5.05 from prior guidance of $4.65-$4.95

Result Drivers

* MISSION READINESS SOLUTIONS - Continued demand for mission readiness solutions drove revenue growth, according to CEO Jeremy C. Wensinger

* NEW CONTRACT AWARDS - New awards, including a $425 mln contract for F-16 cockpit upgrades, contributed to Q3 results

* STRATEGIC ACQUISITION - Acquisition of a specialized intelligence business expanded addressable market, enhancing growth opportunities

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $1.17 $1.13

Revenue bln bln (10

Analysts

)

Q3 Beat $1.37 $0.74 (4

Adjusted Analysts

EPS )

Q3 EPS $0.77

Q3 Beat $85.20 $79.70

Adjusted mln mln (9

EBITDA Analysts

)

Q3 Beat $79.60 $49 mln

Adjusted mln (7

Operatin Analysts

g Income )

Q3 $55.70

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", 1 "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 $63.00, about 9.4% above its October 31 closing price of $57.09

* The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release:

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(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.)