Every material Form 8-K V2X has filed with the SEC since April 03, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
V2X reported third-quarter 2026 revenue of $1.27 billion, up 9% year-over-year, and net income of $32.0 million, up 30%. The company raised its full-year 2026 guidance across revenue, adjusted EBITDA, adjusted diluted EPS and adjusted operating cash flow, which matters to shareholders because it signals higher expected earnings for the year.
Q3 2026 diluted EPS was $1.01, up 32% year-over-year; adjusted diluted EPS was $1.64, up 19%
Adjusted EBITDA was $88.6 million with a 7.0% margin, versus 7.3% a year earlier
2026 revenue guidance raised to $4,950 million-$5,100 million from $4,875 million-$5,025 million; adjusted diluted EPS guidance raised to $6.15-$6.55 from $5.90-$6.30
Net debt was $811.7 million at quarter end, down $140.3 million year-over-year
V2X, Inc. disclosed that Senior Vice President and Chief Growth Officer L. Roger Mason Jr. resigned effective immediately on August 7, 2026, to serve as Director of the National Reconnaissance Office. CEO Jeremy C. Wensinger will assume his responsibilities until a successor is appointed, and the company says the resignation was not due to any disagreement on operations, policies or practices.
Mason resigned as Chief Growth Officer and from all subsidiary positions, effective immediately on August 7, 2026.
Mason received an AIP Payment of $331,975, a prorated portion of his 2026 Annual Incentive Plan award at target for January through July 2026.
Mason signed a separation agreement and general release dated August 6, 2026; the full text is filed as Exhibit 10.1.
CEO Jeremy C. Wensinger will assume Mason's role until a successor is appointed.
V2X reported second-quarter 2026 revenue of $1.26 billion, up 17% year over year, and GAAP net income of $25.5 million, up from $22.4 million. The company raised its full-year 2026 guidance for revenue, adjusted EBITDA, and adjusted diluted earnings per share, which signals higher expected results for shareholders this year.
Q2 revenue was $1.26 billion, up 17% year over year; GAAP diluted EPS was $0.81 versus $0.70 a year earlier
Adjusted diluted EPS rose 23% to $1.64; adjusted EBITDA was $89.8 million, with a 7.1% margin
Full-year 2026 revenue guidance rose to $4,875 million-$5,025 million from $4,825 million-$4,975 million
Adjusted diluted EPS guidance rose to $5.90-$6.30 from $5.75-$6.15; net debt was $876.1 million as of July 3, 2026
V2X's subsidiaries entered into Amendment No. 6 to their First Lien Credit Agreement on May 29, 2026, with Royal Bank of Canada as administrative agent. The amendment creates a new $868,522,978.38 term loan that replaces all existing term loans under the credit agreement, maturing December 6, 2030. The filing discloses new borrowing terms but does not state the reason for the refinancing or any change in the company's overall debt level.
New term loans in aggregate original principal of $868,522,978.38, maturing December 6, 2030
Interest at SOFR plus 2.00% (0.00% SOFR floor) or base rate plus 1.00%; margin may fall 0.25% if rating criteria are met
Quarterly amortization of about 1.00% per year; voluntary prepayment permitted without premium, except SOFR breakage costs and possible call premium on certain repricings after May 29, 2026
At the May 7, 2026 annual meeting, Class III director Steven L. Waechter's term ended after he was not renominated under the company's policy requiring directors to be 75 or younger. The board shrank from ten members to nine, and shareholders re-elected three Class III directors, ratified RSM US LLP as auditor for fiscal 2026, and approved executive pay on an advisory basis. The filing says Waechter's departure did not stem from any disagreement with the company, and the votes reflect routine governance matters.
Steven L. Waechter, age 76, was not renominated; his term ended at the May 7, 2026 meeting and the filing cites no disagreement with the company.
The board was reduced from ten to nine members. Gerard A. Fasano joins the Compensation committee and Nicole B. Theophilus joins the NG committee, both effective May 8, 2026.
Melvin F. Parker received 26,771,119 votes for and 1,255,126 against; Ross S. Niebergall received 27,563,152 for; Jeremy C. Wensinger received 27,369,904 for.
Shareholders ratified RSM US LLP as independent auditor for fiscal 2026 with 29,441,872 votes for and 14,187 against.
V2X reported first-quarter 2026 revenue of $1.25 billion, up 23% from a year earlier, and net income of $18.9 million, or $0.60 per diluted share, compared with $8.1 million, or $0.25 per diluted share, a year earlier. The company raised its full-year 2026 guidance ranges for revenue, adjusted EBITDA, adjusted diluted EPS and adjusted operating cash flow, which matters to shareholders because it changes the company's stated expectations for the year.
First-quarter revenue of $1.25 billion, up 23% year over year; adjusted diluted EPS of $1.53, up 55%
Updated 2026 revenue guidance of $4,825 million to $4,975 million, up from $4,675 million to $4,825 million
Updated 2026 adjusted diluted EPS guidance of $5.75 to $6.15, up from $5.50 to $5.90
Net debt of $895.4 million at the end of the first quarter; net cash used by operating activities was $129.9 million
V2X reported fourth-quarter and full-year 2025 results and established full-year 2026 guidance. Revenue and adjusted diluted EPS rose, while fourth-quarter GAAP net income and diluted EPS fell from a year earlier.
Q4 2025 revenue of $1.22 billion, up 5% year-over-year; Q4 net income was $22.8 million versus $25.0 million a year earlier
Q4 adjusted diluted EPS of $1.56, up 17% year-over-year; GAAP diluted EPS was $0.72 versus $0.78
Full-year 2025 revenue of $4.48 billion, up 4%; net income of $77.9 million versus $34.7 million in 2024
2026 guidance: revenue of $4.675 billion to $4.825 billion and adjusted diluted EPS of $5.50 to $5.90
On January 7, 2026, V2X's board increased its size from 7 to 10 members and appointed Nicole B. Theophilus, Gerard A. Fasano and Ross S. Niebergall as directors, effective immediately. The new directors receive a $105,000 annual cash retainer and a $165,000 annual RSU award, prorated for the current compensation period, and Mr. Fasano joins the Audit Committee.
Board expanded from 7 to 10 members on January 7, 2026, with three new directors effective immediately
Annual director pay: $105,000 cash retainer and $165,000 in RSUs, prorated for the remainder of the current period
Mr. Fasano appointed to the Audit Committee; Ms. Theophilus to the Compensation and Human Capital Committee
Mr. Niebergall replaces Mr. Widman on the Nominating and Governance Committee
Vertex Aerospace Holdco LLC sold 2.25 million V2X shares in a public offering that closed November 13, 2025, and two directors it designated, Dino M. Cusumano and Joel M. Rotroff, resigned from the board effective immediately. The Shareholders Agreement terminated automatically after the holder's stake fell to 18.7%, ending its right to nominate directors or committee members. The company did not sell any shares and received no offering proceeds.
Directors Dino M. Cusumano and Joel M. Rotroff resigned effective November 13, 2025; the board shrank from 9 directors to 7.
The Selling Shareholder sold 2.25 million shares through RBC Capital Markets, LLC, the sole underwriter; the offering closed November 13, 2025.
V2X repurchased 363,638 shares from the underwriter; the company received no proceeds from the offering.
After the offering and repurchase, the Selling Shareholder Parties held 5,841,866 shares, or 18.7%, and the Shareholders Agreement terminated automatically.
V2X, Inc. said it has appointed Daniel G. Demases as its new Chief Accounting Officer, replacing William B. Noon, effective December 5, 2025. The offer letter sets a $335,500 base salary and a target short-term cash incentive of 45% of base salary, and the company said it will recommend a $180,000 target long-term award for calendar 2026.
Daniel G. Demases succeeds William B. Noon as Chief Accounting Officer, effective December 5, 2025.
Annual base salary of $335,500; short-term cash incentive target of 45% of base salary, with a maximum of 90%.
For calendar 2026, a recommended long-term target award of $180,000, split 50% time-vesting restricted stock units and 50% performance stock units.
V2X reported third-quarter 2025 revenue of $1.17 billion, up 8% from a year earlier, and net income of $24.6 million, up from $15.1 million. The company raised the midpoints of its 2025 guidance for revenue, adjusted EBITDA, and adjusted diluted EPS, but lowered the midpoint of its adjusted operating cash flow outlook, which it attributed to possible timing delays in collections.
Third-quarter revenue of $1.17 billion, up 8% year over year; diluted EPS of $0.77 versus $0.47 a year earlier
Adjusted diluted EPS of $1.37, up 6% year over year; adjusted EBITDA of $85.2 million
2025 revenue guidance now $4,425 million to $4,500 million, up from $4,375 million to $4,500 million (in millions of dollars)
2025 adjusted operating cash flow guidance lowered to $120 million to $150 million from $150 million to $170 million
Directors Jordan F. Ransom and Lee E. Evangelakos resigned from V2X's board, effective August 14, 2025, following a August 11 share sale by Vertex Aerospace, which had the right under a shareholders agreement to designate them. The board appointed David E. Farnsworth, a former CFO of Mercury Systems, to fill Evangelakos's seat, and it reshuffled committee seats. The filing describes routine board governance changes and does not report any financial results.
Ransom (Class III) and Evangelakos (Class I) resignations accepted by the board, effective August 14, 2025; the filing says they were not due to any disagreement with the company.
David E. Farnsworth, 65, appointed Class I director through the 2027 Annual Meeting and to the Audit and Nominating and Governance committees.
Board size reduced from 11 to 10 directors effective August 14, 2025.
Stephen L. Waechter moved from the Audit Committee to the Compensation and Human Capital Committee, replacing Neil D. Snyder.
V2X reported second-quarter 2025 revenue of $1.08 billion and net income of $22.4 million, compared with a net loss of $6.5 million a year earlier. The company raised its 2025 adjusted diluted EPS guidance and reaffirmed its revenue and adjusted EBITDA ranges, and it set up a $100 million share repurchase authorization.
Q2 revenue was $1.08 billion versus $1.07 billion a year earlier; net income was $22.4 million versus a net loss of $6.5 million.
Adjusted diluted EPS was $1.33, up 59% year over year; GAAP diluted EPS was $0.70.
A $100 million share repurchase authorization was established.
V2X's board authorized a share repurchase program of up to $100 million of common stock, effective May 12, 2025, with a three-year term ending May 12, 2028. Shareholders also approved an amended 2014 Omnibus Incentive Plan at the May 8, 2025 annual meeting, which adds 900,000 shares for issuance, while the company noted the buyback is not obligated and can be amended, suspended or discontinued at any time.
Board authorized up to $100 million in common stock repurchases on May 7, 2025, effective May 12, 2025
Program runs three years, ending May 12, 2028, and may be used through open market, block trades, privately negotiated deals or Rule 10b5-1 trading plans
Shareholders approved the Amended Omnibus Plan with 23,732,884 votes for and 5,322,908 against, adding 900,000 shares
Filing states the company is not required to repurchase any shares
V2X reported first-quarter 2025 results on May 5, 2025, with revenue of $1.02 billion, up slightly from $1.01 billion a year earlier, and net income of $8.1 million, up from $1.1 million. The company reaffirmed its 2025 guidance, including adjusted diluted EPS of $4.45 to $4.85. For shareholders, reported profit rose on modest revenue growth, and the unchanged guidance means no revision to the company's full-year outlook.
Revenue of $1.02 billion versus $1.01 billion in the first quarter of 2024
Net income of $8.1 million versus $1.1 million; GAAP diluted EPS of $0.25 versus $0.04
Adjusted diluted EPS of $0.98, up 9% year over year; adjusted EBITDA of $67.0 million, a 6.6% margin
2025 guidance reaffirmed: revenue of $4,375 million to $4,500 million and adjusted EBITDA of $305 million to $320 million
V2X's subsidiary signed Amendment No. 1 to its credit agreement on March 31, 2025, with Bank of America as administrative agent. The amendment replaces existing term loans and revolving credit commitments with a $237.5 million new term loan tranche and a $500 million new revolving credit tranche, both maturing March 31, 2030. The filing discloses new debt terms but no change in the company's reported results or guidance.
New term loans of $237,500,000 replace or refinance all existing term loans under the credit agreement.
New revolving credit commitments of $500,000,000 replace or refinance existing revolving loans and commitments.
Both tranches mature March 31, 2030, and initially bear interest at SOFR plus 2.00% or a base rate plus 1.00%.
Term loans amortize 2.5% per year, rising to 5.0% per year, starting with the quarter ending June 30, 2027.
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