VVXMEDIUM SIGNALFINANCIAL10-K

V2X delivered strong profitability improvements with net income more than doubling and significant debt reduction, though operating cash flow declined substantially.

The company demonstrates improved operational efficiency and financial management with meaningful debt paydown and expanded global footprint. However, the 28% decline in operating cash flow despite higher profits raises questions about working capital management and cash conversion that investors should monitor closely.

Comparing 2026-02-23 vs 2025-02-24View on EDGAR →
FINANCIAL ANALYSIS

V2X showed mixed but generally positive financial performance with net income surging 124% to $77.9M and operating income growing 22% to $194.3M, while the company strengthened its balance sheet by reducing total debt 41% to $105.4M and tripling cash to $116.1M. However, operating cash flow declined significantly by 28% to $182.0M despite the strong earnings growth, suggesting potential working capital pressures or timing issues. Overall, the financial picture reflects a company with improving profitability and stronger balance sheet positioning, though cash generation efficiency warrants investor attention.

FINANCIAL STATEMENT CHANGES
Cash & Equivalents
Balance Sheet
+201.4%
$38.5M$116.1M

Cash position surged 201.4% — strong cash generation or capital raise providing significant financial cushion.

Net Income
P&L
+124.5%
$34.7M$77.9M

Net income grew 124.5% — bottom-line growth signals improving overall business health.

Total Debt
Balance Sheet
-41.1%
$179.0M$105.4M

Debt reduced 41.1% — deleveraging strengthens balance sheet and reduces financial risk.

Operating Cash Flow
Cash Flow
-28.4%
$254.2M$182.0M

Operating cash flow softened — monitor whether temporary working capital timing or structural deterioration.

Operating Income
P&L
+22%
$159.2M$194.3M

Operating income improving — cost discipline or growing revenue base absorbing fixed costs.

Current Assets
Balance Sheet
+12.3%
$1.1B$1.2B

Current assets grew 12.3% — improving short-term liquidity or inventory/receivables build.

Gross Profit
P&L
+10.9%
$32.2M$35.7M

Gross profit expanding — improving pricing power or product mix shift toward higher-margin offerings.

LANGUAGE CHANGES
NEW — 2026-02-23
PRIOR — 2025-02-24
ADDED
As of February 18, 2026, there were 31,173,445 shares of common stock ($0.01 par value per share) outstanding.
(V2X or the Company) is a leading provider of critical mission solutions primarily to defense customers in 349 locations and 49 countries and territories worldwide.
As of December 31, 2025, we had approximately 16,200 employees and 7,300 subcontract personnel.
Key to enabling this strategy is to: Drive performance excellence in execution: V2X delivers operational excellence by maintaining high standards of quality, efficiency, and reliability.
Expand global presence and markets: With a footprint spanning seven continents, V2X is focused on growing our reach in emerging markets, expanding partnerships, and extending our expertise into new domains.
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REMOVED
As of February 19, 2025, there were 31,568,332 shares of common stock ($0.01 par value per share) outstanding.
(V2X or the Company), an Indiana Corporation formed in February 2014, formerly known as Vectrus, Inc.
(Vectrus), is a leading provider of critical mission solutions primarily to defense customers in 329 locations and 47 countries and territories worldwide.
As of December 31, 2024, we had approximately 16,100 employees and 6,200 subcontract personnel.
On July 5, 2022 (the Closing Date), Vectrus completed its merger (Merger) with Vertex Aerospace Services Holding Corp., a Delaware corporation (Vertex), thereby forming V2X .
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