The earnings call revealed a strong financial performance with significant contract wins and improved liquidity, offset by some challenges in cash flow and a slow start in bookings. Overall, the sentiment is positive but tempered by some caution due to the noted challenges.

Company Guidance -

Q2 2025

In the V2X First Quarter 2025 Earnings Conference Call, the company reported a solid financial performance, with revenue reaching $1.02 billion, a 10% increase year-over-year in the Indo-Pacific region. The adjusted EBITDA was $67 million, aligning with their quarterly expectations, and adjusted EPS stood at $0.98. The company's liquidity remained robust at approximately $650 million, and they reaffirmed their 2025 guidance, projecting $4.4 billion in revenue, $313 million in adjusted EBITDA, and an adjusted EPS of $4.65. V2X highlighted several strategic wins, including a $62 million contract with the Space Force and a $103 million award for the Navy's C-26 aircraft. They also noted a strong pipeline of opportunities, with plans to submit bids on five projects each valued at over $1 billion, indicating a focus on growth and value creation while reducing debt and enhancing their capital structure.

Strong Financial Performance

Revenue for the first quarter was $1.02 billion, representing growth driven by a 10% year-over-year increase in the Indo-Pacific region. Adjusted EBITDA was $67 million, and adjusted EPS was $0.98.

Strategic Wins and Contract Extensions

V2X secured several significant contracts including a $62 million contract with the Space Force for the COBRA DANE radar system and a $140 million award to support the Space Force tracking station at Ascension Island. The Army extended several LOGCAP task orders into June 2030.

Liquidity and Capital Structure Improvements

The company enhanced its capital structure by reducing interest expenses and improving credit facility terms. Liquidity remains strong at approximately $650 million.

Reduced Recompete Risk

The percentage of recompetes comprising expected 2025 revenue has been significantly reduced, providing enhanced revenue visibility and allowing focus on new program wins.

Positive Market Trends

There is increased demand for V2X's solutions in foreign military sales and international markets, with growing opportunities in these areas.

V2X (VVX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

VVX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 04, 2025	2025 (Q2)	0.97 / -	0.83	―	―	―
May 05, 2025	2025 (Q1)	0.93 / 0.98	0.9	8.89% (+0.08)
Feb 24, 2025	2024 (Q4)	1.15 / 1.33	1.22	9.02% (+0.11)
Nov 04, 2024	2024 (Q3)	1.05 / 1.29	0.73	76.71% (+0.56)
Aug 06, 2024	2024 (Q2)	0.87 / 0.83	1.01	-17.82% (-0.18)
May 07, 2024	2024 (Q1)	0.80 / 0.90	0.8	12.50% (+0.10)
Mar 05, 2024	2023 (Q4)	1.10 / 1.22	0.92	32.61% (+0.30)
Nov 06, 2023	2023 (Q3)	0.88 / 0.73	1.33	-45.11% (-0.60)
Aug 08, 2023	2023 (Q2)	0.71 / 1.01	1.41	-28.37% (-0.40)
May 09, 2023	2023 (Q1)	0.64 / 0.80	1.01	-20.79% (-0.21)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

VVX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 05, 2025	$48.92	$47.91	-2.06%
Feb 24, 2025	$42.05	$48.67	+15.74%
Nov 04, 2024	$61.91	$62.68	+1.24%
Aug 06, 2024	$47.05	$45.75	-2.76%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does V2X (VVX) report earnings?

V2X (VVX) is schdueled to report earning on Aug 04, 2025, After Close (Confirmed).

What is V2X (VVX) earnings time?

V2X (VVX) earnings time is at Aug 04, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is VVX EPS forecast?

VVX EPS forecast for the fiscal quarter 2025 (Q2) is 0.97.

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