V2X, Inc. (VVX)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-10-29
$80.52+4.02%
Close 2026-10-29 · 1-day change
NYSEIndustrialsAerospace & DefenseSnapshot 2026-10-29
Research Workspace
Put VVX beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Aerospace & Defense is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Full-year 2026 EPS at or above $5.95 per share: Diluted EPS: $0.81 per share.
View ThesisRevenue growth is accelerating — up about 13% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on earnings delivery, margins, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 25% in its worst 12-month stretch.
View RiskVVX’s bet rests on sustained revenue growth from its Air Force contract work. That growth must support earnings despite fragile cash backing and sector headwinds. Revenue grew 17% year over year in Q2 FY2026, when non-GAAP EPS beat consensus. The latest contract supports the objective of increasing full-year 2026 revenue guidance. VVX trades at 13× P/E versus a 29× peer median, while expectations look modest against our view. The risk is that reported earnings fail to support the full-year 2026 EPS pillar, with a 20% next-quarter miss probability. Peer multiples imply a price about 27% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. VVX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering VVX (as of Oct 2026).
Based on 3 Wall Street analysts offering 12-month price targets for VVX in the last 4 months.
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Compare VVX with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| VVX Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Aerospace & Defense — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put VVX next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase full-year 2026 revenue guidance
New contract significantly boosts revenue outlook for 2026.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $80.52
The last 12 months of price, then the range of analyst 12-month targets from today’s $80.52.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase full-year 2026 revenue guidance
Backlog growth supports revenue guidance increase.
Advances: Increase full-year 2026 revenue guidance
New Air Force deal significantly boosts revenue outlook.
