V2X Inc (NYSE:VVX)

Q2 2025 V2X Inc Earnings Call Transcript

Aug 4, 2025 / 08:30 PM GMT

Release Date Price: $48.5 (+2.45%)

Transcript 8-K10-Q

Key Points

Positve

V2X Inc (VVX) reported strong financial performance with a revenue of $1.08 billion and an adjusted EBITDA of $82 million, reflecting a 7.6% margin.
The company achieved a significant increase in adjusted EPS, which rose by 59% year over year to $1.33.
V2X Inc (VVX) has established a $100 million share repurchase authorization, indicating confidence in its financial position and future prospects.
The company has a robust pipeline valued at over $50 billion, reflecting large franchise programs and opportunities across all domains.
V2X Inc (VVX) is making strategic investments in talent and capabilities, which are expected to drive growth and enhance value creation.

Negative

The company's backlog decreased from $12 billion in the first quarter to $11.3 billion in the second quarter.
Revenue in the Asia Pacific sector declined by over 9% due to delays in exercises and contracting actions.
The book-to-bill ratio was below 1 in the first half of the year, indicating potential challenges in securing new contracts.
There are concerns about potential protests and delays in new awards, which could impact future revenue.
Some programs, such as the KC-10 and T1A, are sunsetting, which may create headwinds for future revenue growth.

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

VVX.N - V2X Inc
Q2 2025 V2X Inc Earnings Call
Aug 04, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Joining us for the V2X2 quarter 2025 earnings conference call and webcast.

Today's call is being recorded.

My name is Betsy, and I'll be the operator for today's call.

At this time, all participants have been placed in a listen-only mode.

Following management's presentation, I will open up the call for a Q&A session.

Should you need assistance, please signal a conference specialist by pressing the star key, then 0 on your telephone keypad.

To ask a question, you may press then 1 on your telephone keypad. To withdraw your question, please press star, then 2.

Please note this event is being recorded.

And now I'll pass the call over to your host Mike Smith, Vice President of Treasury

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