V2X Q4 revenue slightly beats analyst expectations

V2X

23/02/2026 21:18

Overview

National security solutions firm's Q4 revenue slightly beat analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Adjusted EBITDA for Q4 beat analyst expectations

Outlook

V2X expects full-year 2026 revenue between $4.675 bln and $4.825 bln

Company forecasts 2026 adjusted EBITDA between $335 mln and $350 mln

V2X anticipates 2026 adjusted EPS between $5.50 and $5.90

Result Drivers

STRATEGIC ALIGNMENT - Co attributed revenue growth to alignment with national security priorities and modernization efforts

CAPITAL STRUCTURE - Co highlighted strength of capital structure supporting growth and investments

BACKLOG AND PIPELINE - Total backlog at $11.1 bln with book-to-bill ratio of 0.7x, indicating strong pipeline but potential challenges in new contract acquisition

Company press release: ID:nPn4KKH0ka

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$1.22 bln
$1.21 bln (11 Analysts)
Q4 Adjusted EPS
Beat
$1.56
$0.72 (6 Analysts)
Q4 EPS
$0.72
Q4 Adjusted EBITDA
Beat
$88.70 mln
$83.23 mln (11 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 3 "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 $65.00, about 5.2% below its February 20 closing price of $68.59

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 15 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)