Dear reader,
Have you seen this strange little card yet?
It doesn't look like much... no logo, no magnetic strip like you see on your credit cards...
But cards like it are playing a pivotal role in Donald Trump's latest plans for the U.S. dollar. One central bank chair says it's the biggest change to our money since our currency was first pegged to gold.
Now, the biggest companies in the world are pouring billions into this breakthrough.
Tech giant Stripe just spent $1 billion to upgrade their systems for this rollout. Meanwhile, Visa and Mastercard say they'll accept this new form of the dollar at 150 million merchant locations worldwide.
I predict this will change how we do business here in America...
And yet, hardly anyone is talking about this story yet.
But I don't expect that to be the case for long.
Get the full story here before it's too late.
Regards,
Eric Wade
Senior Editor, Stansberry Research
V2X Stock: Defense Underdog Riding a $4.3B Air Force Contract
Written by Nathan Reiff. Published 8/24/2025.
Key Points
- Though much smaller than some of its more popular rivals, defense industry firm V2X has noted some recent big wins.
- Strong financials and a major contract with the U.S. armed forces are two important growth catalysts.
- The company's strategy involving acquisitions and share repurchases will also appeal to many investors.
With a market capitalization just under $2 billion, V2X Inc. (NYSE: VVX) pales in comparison to defense behemoths Lockheed Martin Corp. (NYSE: LMT) and RTX Corp. (NYSE: RTX). In a market broadly favorable to defense firms, many investors gravitate toward the household names, potentially overlooking VVX and other smaller players.
Its smaller size may obscure its potential. Yet V2X has delivered strong recent earnings, and a major new contract with the U.S. Air Force promises to be transformational.
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Additionally, cash flow and backlog continue to grow, and the company has authorized a significant share repurchase as part of its broader capital allocation strategy. These indicators suggest V2X is poised to deliver both short- and long-term value.
Q2 2025 Earnings Beat Highlights Strong Military Demand
VVX shares surged after its early August 2025 earnings release, which revealed a 60% year-over-year increase in adjusted EPS to $1.33—33 cents above analysts' forecasts. While revenue remained roughly flat, it still slightly exceeded consensus estimates.
Foreign military sales, ongoing partnerships with the U.S. Army and Space Force, and extended offerings with Bell Helicopter and other collaborators drove this performance. For V2X—a firm known for operational solutions integrating digital and physical systems—growing global military spending creates tremendous opportunity.
Digging deeper, the company's three-year pipeline of over $50 billion should support further improvement across other metrics.
Adjusted EBITDA rose 14% YoY in Q2, buoyed by the early completion of a non-recurring contractual commitment. With adjusted operating cash flow of $58.3 million and a total backlog of $11.3 billion, demand for V2X's services and solutions remains strong.
All these factors have enabled V2X to raise its full-year adjusted EPS guidance to a midpoint of $4.80.
$4.3 Billion Contract Will Be Transformational
V2X's robust backlog doesn't yet include its newly announced $4.3 billion, nine-year contract with the U.S. Armed Forces. Under this award, V2X will provide supply support for more than 700 T-6 training aircraft used in multi-service pilot training.
This award is transformative for V2X, setting the stage for significant growth beyond its current achievements. Financial contributions from the T-6 program will begin in 2026, separate from the company's recent performance.
Share Repurchase Plan and Acquisition
Beyond its earnings and contracts, two additional developments could catalyze growth. First, V2X authorized a $100 million share repurchase program. Funded from its cash reserves, this strategic initiative aims to deploy capital efficiently and enhance shareholder value.
Second, in mid-August, V2X agreed to acquire an unnamed specialist in data engineering, intelligence mission support, and cyber solutions. Expanding into the cyber domain will strengthen V2X's offering to intelligence clients and open new contract opportunities.
While this acquisition is modest—valued at roughly $24 million—it could signal the first of several strategic moves. V2X executives have emphasized an acquisition-friendly approach to broaden offerings and extend market reach.
These initiatives underscore V2X's proactive use of capital to drive growth and enhance shareholder value.
Nine of 12 analysts rate VVX a Buy, and despite a 34% gain over the past month, the stock still has room to run—its consensus price target stands at $63.36. With 15% projected earnings growth next year, investors may have ample reason to remain bullish on this under-the-radar defense-sector play.
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