← V2X overview

V2X vs CACI International: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

V2X Inc (VVX)

Q3 2026
▲4

V2X wins new contracts, raises guidance, joins small-cap index

  • S&P SmallCap 600 inclusion V2X joined the S&P SmallCap 600 index on July 27. Index funds that track it must buy the stock, which can push the price up and raise the company's profile with big investors.

    This is a new event that directly affects demand for VVX shares.

  • Raised full-year guidance on strong Q2 V2X reported 17% revenue growth and raised its full-year outlook for revenue, earnings, and cash flow. Management cited national security demand and program ramps, with 98% of revenue already secured.

    This is the core fundamental driver that boosts investor confidence and the stock's value.

  • New $500M Air Force contract V2X won a contract worth up to $500 million to service the Air Force's C-12 fleet through 2031. This adds to backlog and supports future revenue, though it's a fixed-price deal so cost overruns are V2X's risk.

    A new contract award that directly boosts future revenue and backlog.

  • T-6 engine overhaul contract V2X awarded a $1 billion, nine-year contract to Pratt & Whitney Canada for T-6 trainer engine overhauls. This shows V2X's key T-6 support program remains active and funded, supporting steady revenue.

    A new contract award that reinforces V2X's role in a major program.

August 2026
▲4

V2X wins new contracts, raises guidance, joins small-cap index

  • S&P SmallCap 600 inclusion V2X joined the S&P SmallCap 600 index on July 27. Index funds that track it must buy the stock, which can push the price up and raise the company's profile with big investors.

    This is a new event that directly affects demand for VVX shares.

  • Raised full-year guidance on strong Q2 V2X reported 17% revenue growth and raised its full-year outlook for revenue, earnings, and cash flow. Management cited national security demand and program ramps, with 98% of revenue already secured.

    This is the core fundamental driver that boosts investor confidence and the stock's value.

  • New $500M Air Force contract V2X won a contract worth up to $500 million to service the Air Force's C-12 fleet through 2031. This adds to backlog and supports future revenue, though it's a fixed-price deal so cost overruns are V2X's risk.

    A new contract award that directly boosts future revenue and backlog.

  • T-6 engine overhaul contract V2X awarded a $1 billion, nine-year contract to Pratt & Whitney Canada for T-6 trainer engine overhauls. This shows V2X's key T-6 support program remains active and funded, supporting steady revenue.

    A new contract award that reinforces V2X's role in a major program.

Latest
▲4

V2X wins new contracts, raises guidance, joins small-cap index

  • S&P SmallCap 600 inclusion V2X joined the S&P SmallCap 600 index on July 27. Index funds that track it must buy the stock, which can push the price up and raise the company's profile with big investors.

    This is a new event that directly affects demand for VVX shares.

  • Raised full-year guidance on strong Q2 V2X reported 17% revenue growth and raised its full-year outlook for revenue, earnings, and cash flow. Management cited national security demand and program ramps, with 98% of revenue already secured.

    This is the core fundamental driver that boosts investor confidence and the stock's value.

  • New $500M Air Force contract V2X won a contract worth up to $500 million to service the Air Force's C-12 fleet through 2031. This adds to backlog and supports future revenue, though it's a fixed-price deal so cost overruns are V2X's risk.

    A new contract award that directly boosts future revenue and backlog.

  • T-6 engine overhaul contract V2X awarded a $1 billion, nine-year contract to Pratt & Whitney Canada for T-6 trainer engine overhauls. This shows V2X's key T-6 support program remains active and funded, supporting steady revenue.

    A new contract award that reinforces V2X's role in a major program.

CACI International Inc (CACI)

Q3 2026
▲2▼1

CACI wins big contracts, but debt from acquisitions weighs

  • Major contract wins boost backlog CACI won several large contracts, including a $500M drone-defense deal, a $400M Oracle federal HR partnership, and Space Force's NITE-STAR worth up to $981M, improving future revenue visibility.

    These wins are a key positive driver for the stock and new this period.

  • Strong Q2 results and raised guidance CACI beat estimates with Q2 revenue of $2.71B and EPS of $8.91, prompting management to raise its full-year guidance, signaling confidence in continued growth.

    Financial outperformance and raised outlook directly support the stock price.

  • Acquisitions double debt, interest costs jump Acquisitions totaling $2.64B nearly doubled long-term debt to $4.85B and raised interest expense by 35.6%, weighing on Q4 net income and EPS.

    This is a significant counterweight that pressures profitability and the stock.

September 2026
▲2▼1

CACI wins new defense contracts, but acquisition debt weighs

  • Q2 earnings beat and raised guidance CACI reported Q2 revenue of $2.71 billion and adjusted EPS of $8.91, both above estimates, and raised its fiscal 2027 EPS guidance to $33.41 at the midpoint, 8.4% above analyst expectations. This signals strong demand and profitability, pushing the stock up.

    This is a new earnings report that directly boosts investor confidence and the stock price.

  • New contract wins add to backlog CACI won several new contracts: a U.S. Space Force NITE-STAR award (up to $981 million), a $1.5 billion CENTCOM Apollo contract, and positions on Navy and DoD contracts worth up to $827.9 million and $275.9 million. These wins increase future revenue visibility and support the stock.

    These are new contract awards that directly drive future revenue and investor optimism.

  • Rising debt and interest costs from acquisitions CACI spent $2.64 billion on acquisitions in fiscal 2026, nearly doubling long-term debt to $4.85 billion and raising interest expense by 35.6%. This weighed on Q4 net income and EPS, which fell slightly, creating a counterweight to the positive contract news.

    This is a new financial development that negatively impacts profitability and investor sentiment.

Latest
▲2▼1

CACI wins new defense contracts, but acquisition debt weighs

  • Q2 earnings beat and raised guidance CACI reported Q2 revenue of $2.71 billion and adjusted EPS of $8.91, both above estimates, and raised its fiscal 2027 EPS guidance to $33.41 at the midpoint, 8.4% above analyst expectations. This signals strong demand and profitability, pushing the stock up.

    This is a new earnings report that directly boosts investor confidence and the stock price.

  • New contract wins add to backlog CACI won several new contracts: a U.S. Space Force NITE-STAR award (up to $981 million), a $1.5 billion CENTCOM Apollo contract, and positions on Navy and DoD contracts worth up to $827.9 million and $275.9 million. These wins increase future revenue visibility and support the stock.

    These are new contract awards that directly drive future revenue and investor optimism.

  • Rising debt and interest costs from acquisitions CACI spent $2.64 billion on acquisitions in fiscal 2026, nearly doubling long-term debt to $4.85 billion and raising interest expense by 35.6%. This weighed on Q4 net income and EPS, which fell slightly, creating a counterweight to the positive contract news.

    This is a new financial development that negatively impacts profitability and investor sentiment.

July 2026
▲4

CACI Wins $1.15B in New Contracts and Posts Strong FY26 Results

  • Army Contract Boost CACI secured a $140.5 million ceiling increase from the U.S. Army for forensic exploitation support, raising the total contract value to over $560 million. This steady demand for its services supports future revenue growth.

    This is a new contract win that directly boosts CACI's order book and future revenue.

  • Navy Modernization Contract CACI won a five-year, $113 million Navy contract to modernize Military Sealift Command's business systems, integrating AI and cybersecurity. This adds a steady stream of revenue and showcases CACI's tech capabilities.

    New contract award that expands CACI's work with the Navy and adds to backlog.

  • $500M Drone Defense Contract CACI landed a three-year, $500 million contract to provide its SkyValor drone defense systems to protect U.S. forces and infrastructure. This is a major product win that could drive significant revenue.

    Large new contract for CACI's proprietary product, indicating strong demand and future sales.

  • Oracle Federal HR Partnership CACI will partner with Oracle on a 10-year, $400 million federal HR modernization contract, helping consolidate systems for the Office of Personnel Management. This secures long-term work and strengthens CACI's position in federal IT services.

    New partnership and contract that adds a long-term revenue stream and enhances CACI's reputation.

▲4

CACI Wins $1.15B in New Contracts and Posts Strong FY26 Results

  • Army Contract Boost CACI secured a $140.5 million ceiling increase from the U.S. Army for forensic exploitation support, raising the total contract value to over $560 million. This steady demand for its services supports future revenue growth.

    This is a new contract win that directly boosts CACI's order book and future revenue.

  • Navy Modernization Contract CACI won a five-year, $113 million Navy contract to modernize Military Sealift Command's business systems, integrating AI and cybersecurity. This adds a steady stream of revenue and showcases CACI's tech capabilities.

    New contract award that expands CACI's work with the Navy and adds to backlog.

  • $500M Drone Defense Contract CACI landed a three-year, $500 million contract to provide its SkyValor drone defense systems to protect U.S. forces and infrastructure. This is a major product win that could drive significant revenue.

    Large new contract for CACI's proprietary product, indicating strong demand and future sales.

  • Oracle Federal HR Partnership CACI will partner with Oracle on a 10-year, $400 million federal HR modernization contract, helping consolidate systems for the Office of Personnel Management. This secures long-term work and strengthens CACI's position in federal IT services.

    New partnership and contract that adds a long-term revenue stream and enhances CACI's reputation.