V2X, Inc. reported fourth‑quarter 2025 revenue of $1.219 billion, a 5% year‑over‑year increase, and a beat on consensus estimates of $1.21 billion. The lift was driven by strong demand for the company’s Smart Warehouse and Tempest solutions, as well as new contracts that expanded its commercial and government portfolios.
Adjusted net income for the quarter rose 16% to $49.3 million, and adjusted diluted earnings per share climbed to $1.56, beating the consensus estimate of $1.34 by 16.4%. The earnings beat was largely a result of disciplined cost management, a favorable mix shift toward higher‑margin solutions, and the absence of significant one‑time charges.
Adjusted EBITDA reached $88.7 million, up 3% from the prior year, and the company’s adjusted EBITDA margin expanded to 7.3% from 7.2% in 2024. The margin improvement reflects higher contribution from the Smart Warehouse and Tempest lines and operational efficiencies that offset modest cost inflation.
Full‑year 2025 revenue totaled $4.48 billion, up 4% year‑over‑year, while adjusted EBITDA for the year was $323.3 million, giving a 7.2% margin that matched the previous year’s margin. The steady revenue growth and margin stability underscore the company’s ability to maintain profitability amid a competitive defense and government services market.
V2X raised its 2026 guidance, projecting revenue of $4.675 billion to $4.825 billion, adjusted EBITDA of $335 million to $350 million, and adjusted diluted EPS of $5.50 to $5.90. The guidance increase reflects management’s confidence in continued momentum from new contracts, the expansion of its Smart Warehouse and Tempest offerings, and a robust backlog of $11.1 billion with a qualified pipeline exceeding $60 billion.
Management highlighted the company’s strategic positioning, noting that “V2X ended 2025 with another quarter of strong performance, underscoring our team’s successful execution of our strategy.” CFO Shawn Mural added that the quarter’s results “strengthened our balance sheet and positioned us for accelerated growth in 2026.” The company also announced a partnership with Amazon Web Services to advance smart warehousing and global logistics automation, further supporting its technology‑first strategy.
The content on EveryTicker is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.