V2X, Inc. (NYSE: VVX) announced a new $72 million contract to provide support and engineering services for the Gateway Mission Router (GMR), a cyber‑hardened datalink solution that enhances air‑to‑ground operations for the U.S. Department of Defense. The award, which is expected to be completed by June 25, 2030, builds on a prior $49 million GMR contract and expands the company’s role in the DoD’s Combined Joint All Domain Command and Control (CJADC2) initiative.
The GMR is a key component of CJADC2, which seeks to weave together air, land, sea, space, and cyber assets into a single, data‑driven network. By routing datalinks intelligently and merging situational awareness with command‑and‑control data, the GMR improves decision‑making speed and situational picture quality for U.S. forces. V2X’s expanded support contract signals the DoD’s continued confidence in the platform and positions the company as a critical enabler of the next‑generation joint warfare architecture.
Financially, the new award adds a multi‑year revenue stream that will be reflected in V2X’s backlog. As of Q3 2025, the company reported record revenue of $1.17 billion and an adjusted EPS of $1.37, beating analyst expectations by $0.24. The earnings beat was largely driven by disciplined cost management and a favorable mix of high‑margin defense contracts, including the GMR program. The backlog stood at $11.6 billion, with $9.3 billion funded, underscoring the company’s strong order pipeline.
Senior Vice President of Aerospace Systems Richard Caputo said the award is “an important milestone that underscores the growing demand for cyber‑hardened datalink solutions in modern warfare.” He added that the expanded GMR support will “enable the DoD to achieve faster, data‑driven decision‑making across all domains.” The comment highlights V2X’s focus on high‑impact defense technology and its strategy to deepen relationships with key DoD customers.
Analysts have noted the contract as a positive development for V2X’s defense portfolio. While the company’s stock has not yet reacted, the award is expected to reinforce the “Moderate Buy” consensus and support the $60–$65 price‑target range that reflects confidence in V2X’s continued growth in the defense sector.
In summary, the $72 million GMR support contract strengthens V2X’s position in the DoD’s critical CJADC2 initiative, adds a substantial multi‑year revenue stream to an already robust backlog, and reinforces the company’s reputation as a leading provider of mission‑critical connectivity solutions. The award is a clear signal of sustained demand for V2X’s cyber‑hardened technology and a positive indicator for the company’s long‑term growth trajectory.
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