Brief: V2X Q2 Revenue USD 1,080 Million Vs. IBES Estimate USD 1,049 Million

V2X

04/08/2025 21:05

Overview

V2X Inc 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/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$1.08 bln
$1.05 bln (11 Analysts)
Q2 Adjusted EPS
Beat
$1.33
$0.33 (6 Analysts)
Q2 EPS
$0.7
Q2 Adjusted EBITDA
Beat
$82.40 mln
$71.70 mln (10 Analysts)
Q2 Adjusted Operating Income
Beat
$77.30 mln
$39.20 mln (7 Analysts)
Q2 Operating Income
$52.90 mln


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 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: ID:nPn9vxThTa

(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.)