Every material Form 8-K V2X filed with the SEC in 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.
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.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every V2X filing is on SEC EDGAR ↗. 8-K briefs of other companies →