V2X Inc (NYSE:VVX)

Q3 2025 V2X Inc Earnings Call Transcript

Nov 3, 2025 / 09:30 PM GMT

Release Date Price: $58.41 (+2.31%)

Transcript 8-K10-Q

Key Points

Positve

V2X Inc (VVX) reported record revenue and adjusted EPS for Q3 2025, with revenue increasing 8% year over year to $1.17 billion.
The company completed an acquisition that enhances capabilities and customer access in the intelligence community, contributing to a robust pipeline.
V2X Inc (VVX) achieved a solid 1.2 times book-to-bill ratio, indicating strong demand for its services.
The company secured two major contracts, the T6 and F-16A programs, each worth over a billion dollars, showcasing significant momentum.
V2X Inc (VVX) increased the midpoint of its revenue, adjusted EBITDA, and adjusted EPS guidance for 2025, reflecting confidence in future growth.

Negative

The ongoing government shutdown poses potential risks, leading to a proactive lowering of the midpoint of cash flow guidance due to possible delays in collections.
The T6 award is under protest, and its inclusion in the backlog is uncertain, affecting future revenue projections.
There is a potential for book-to-bill ratio to be below 1 for the full year due to possible slippage of awards related to the government shutdown.
The company faces timing challenges with contract actions and payments, with an average delay of about 7 days in payment processing.
V2X Inc (VVX) anticipates a sequential step down in margins into Q4 2025 due to timing of expenses, despite raising the midpoint of guidance.

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

VVX.N - V2X Inc
Q3 2025 V2X Inc Earnings Call
Nov 03, 2025 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for joining us for the B2X Third quarter 2025 earnings conference call and webcast.

Today's call is being recorded. My name is Steve and I'll be the operator for today's call.

At this time, all participants have been placed in the lesson only mode.

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

To ask a question, you may press start, then one on your touchstone phone.

If your question has been addressed, to withdraw your question, please press star, then 2.

Do you need assistance, please signal a conference specialist by pressing the star key followed by 0.

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

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