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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
V2X (VVX) investor relations material
V2X Raymond James TMT and Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Raymond James TMT and Consumer Conference summary8 Dec, 2025
Company overview and market positioning
Delivers multi-domain warfighter readiness, global mission support, and platform modernization, with $4.3B revenue and $300M adjusted EBITDA expected to grow to $4.5B in 2025.
Operates in 47 countries with 16,000 employees, focusing on prime contracts (94% of revenue) and a $12B backlog.
Revenue is diversified: 40% Army, 33% Navy, 11% Air Force, 5% FedCiv, and 55% U.S.-based, with significant growth in Indo-PACOM.
No single contract or task order exceeds 10% of revenue, reducing concentration risk.
60% of revenue is cost-plus contracts, 40% fixed price, with a strategic focus on margin improvement as DoD shifts to outcome-based contracting.
Core capabilities and contract wins
Provides end-to-end support for warfighters: training, deployment logistics, mission solutions, communications, and equipment renewal.
Holds the Army's largest training contract (WTRS) and recently expanded with additional training missions in Germany.
Operates the largest Army cyber center outside the U.S. and delivers advanced communications solutions like the GMR 1000.
Awarded a $200M DEA contract and a $100M FBI contract for aircraft readiness, demonstrating cross-agency trust.
Modernizes legacy platforms by integrating new technologies, such as F-16 cockpit upgrades and rapid prototyping solutions.
Recent awards and innovation
Secured a $4.3B contract to support 700 Air Force T6 training aircraft, leveraging high readiness rates; contract is under protest.
Won a $1B contract for Iraq F-16 support, combining flight line and maintenance services.
Developed a cost-effective F-16 cockpit modernization solution, now adopted by the full Air Force with a $425M IDIQ.
Rapid prototyping capabilities at the Indy facility led to the Tempest counter-UAS system and the GMR communications device.
Pipeline exceeds $50B over the next three years, with notable pursuits leveraging company-wide capabilities.
What is the growth outlook for Indy's rapid prototyping?
How will Europe's defense spending impact V2X?
What is the strategy to convert cost-plus to fixed-price?
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Q4 202526 Feb, 2026
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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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