V2X Q2 revenue beats estimates; outlook raised
VVX•Outlook
- V2X raises 2026 revenue guidance to $4.88 bln-$5.03 bln from $4.83 bln-$4.98 bln
- Company lifts 2026 adjusted EBITDA outlook to $347.5 mln-$362.5 mln from $345 mln-$360 mln
- V2X now sees 2026 adjusted diluted EPS at $5.90-$6.30, up from $5.75-$6.15
Overview
- U.S. defense solutions provider's Q2 revenue grew 17% yr/yr, beating analyst expectations
- Adjusted EPS for Q2 rose 23% yr/yr, beating analyst expectations
- Company raised full-year 2026 guidance for revenue, adjusted EBITDA, and adjusted EPS
Key details
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|---|---|---|
| Q2 Revenue | Beat | $1.26 bln | $1.21 bln (11 Analysts) |
| Q2 Adjusted EPS | Beat | $1.64 | $1.36 (9 Analysts) |
| Q2 EPS | $0.81 | ||
| Q2 Adjusted EBITDA | Beat | $89.80 mln | $86.002 mln (11 Analysts) |
Analyst coverage:
- The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 5 "hold" and 1 "sell" or "strong sell"
- The average consensus recommendation for the aerospace & defense peer group is "buy"
