Every material Form 8-K V2X filed with the SEC in 2026, 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
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 →