Q1 2025 V2X Inc Earnings Call Transcript

May 5, 2025 / 08:30 PM GMT

Release Date Price: €43.2 (-0.46%)

Transcript 8-K10-Q

Key Points

Positve

V2X Inc (VVX) reported a revenue of $1.02 billion for Q1 2025, driven by a 10% year-over-year increase in the Indo-Pacific region.
The company secured significant contracts, including a $62 million contract with the Space Force and a $140 million award for a space force tracking station at Ascension Island.
V2X Inc (VVX) has a strong liquidity profile with approximately $650 million, allowing for enhanced capital structure and reduced interest expenses.
The company is experiencing increased bid velocity, with plans to submit 50% more bids in 2025 compared to 2024, targeting larger opportunities.
V2X Inc (VVX) reaffirmed its 2025 guidance, reflecting confidence in achieving revenue of $4.4 billion and adjusted EPS of $4.65.

Negative

The company experienced a decline in Air Force revenues due to the sunsetting of certain programs like KC-10 and T1A.
There were modest disruptions in funding streams for some programs, although these were temporary and not related to continuing resolutions.
The Middle East revenue was down slightly due to tough year-over-year comparisons and timing of mission support activities.
Cash flow usage in Q1 was higher than the previous year, attributed to increased working capital requirements.
The company faces potential risks of delays in award processing due to administrative challenges with contracting officers.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

VVX.N - V2X Inc
Q1 2025 V2X Inc Earnings Call
May 05, 2025 / 08:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
To ask a question, you may press, then one on your telephone keypad.

To withdraw your questions?

You may press then too.

Please note this event has been recorded.

I would now like to turn the conference over to Mr. Mike Smith, corporate Vice President, Treasury, Investor relations and corporate Development.

Please go ahead, sir.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you. Good afternoon, everyone. Welcome to the V2X first quarter 2025 earnings conference call.

Joining us today are Jeremy Wenzinger, President and Chief Executive Officer

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.