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Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
V2X (VVX) investor relations material
V2X Jefferies Mining and Industrials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies Mining and Industrials Conference 2025 summary4 Sep, 2025
Company Overview and Market Position
Provides global mission support, maintenance, modernization, and training services, with a $4.5B business resulting from a merger and a $4.3B FY2024 revenue.
Holds $11B in backlog, offering over two years of revenue visibility, with a strong focus on US Army contracts in Asia Pacific, Middle East, and growing US activities.
Operates in 47 countries with 329 locations and ~16,000 employees, supporting major U.S. defense and allied customers.
Largest services provider to the DoD in the Middle East and supports the DoD's Arctic Strategy.
Recently secured major programs, including Warfighter Training Readiness, F-5 support, a $4B+ T-6 training contract, and new foreign military sales contracts.
Financial Performance and Outlook
Q2 revenue reached $1.08B with $82.4M adjusted EBITDA, and FY2024 revenue was $4.3B with adjusted EBITDA of $310M.
Adjusted EBITDA margin for FY2024 was 7.2%, with adjusted diluted EPS of $4.34.
Backlog decreased from $13B to $11B due to seasonality, but financial metrics are on or above expectations.
Growth is back-half weighted for the year, with new contract wins and a $118M F-16 support award in Iraq ramping up.
Adjusted net income conversion was 151% in 2024 and 116% TTM Q2'25.
Strategic Direction, M&A, and Technology
Focused on optimizing core operations, expanding into adjacent markets, and extending offerings to drive growth.
Acquired a federal IT services business, adding unique cyber capabilities and new customer access, expected to be margin-accretive.
Technology adoption focuses on practical applications, such as AI-enabled logistics and maintenance, improving efficiency and value.
Capital allocation prioritizes acquisitions, share repurchases, internal investment, and debt reduction, with leverage now under 3x and a target range of 2x–3x.
Maintains a $50B qualified pipeline, emphasizing larger franchise programs and a higher percentage of fixed-price contracts.
Plan to address private equity stock overhang?
How do sample task orders impact bid strategy?
How is MRO tech efficiency monetized?
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Next V2X earnings date
Q3 20253 Nov, 2025
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Frequently asked questions
V2X Inc. is a provider of mission-critical solutions and support services to defense, government, and commercial clients. The company offers a wide range of services, including logistics, operations, facility management, and engineering support, primarily for military installations and operations. V2X focuses on delivering integrated solutions that enhance operational readiness, security, and efficiency for its clients. The company is headquartered in McLean, Virginia, and its shares are listed on the NYSE.
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