American Industrial Partners Capital Fund VI, L.P. and several affiliated entities disclosed the disposition of 2,545,432 shares of V2X Inc. (NYSE: VVX) common stock on March 12, 2026, in a Form 4 filing with the Securities and Exchange Commission. The reported sales were executed at $68.21 per share, yielding proceeds of approximately $173.6 million.
The filing lists the selling parties as American Industrial Partners Capital Fund VI, L.P., AIPCF VI Vertex Aerospace Funding LP, Vertex Aerospace Holdco LLC, AIPCF VI, LLC, and Lightship Capital LLC. After completing the transaction, the combined holdings of those entities total 2,004,569 shares of V2X common stock. The filing also notes that Lightship Capital LLC separately retains 375,420 shares.
Market data referenced alongside the disclosure show the stock closed at $67.15 following the filing, and InvestingPro indicated the share price was down 8.4% over the prior week. Despite that near-term weakness, the shares have advanced 37% over the past 12 months, according to the same InvestingPro data cited in the filing notice.
InvestingPro analysis accompanying the disclosure characterized V2X as trading below its Fair Value and assigned the company a "GOOD" financial health score. The reference material also pointed users to a broader Pro Research Report covering V2X and more than 1,400 other U.S. equities for investors seeking additional detail.
Separately, V2X reported fourth-quarter 2025 results that exceeded Wall Street expectations. The company posted earnings per share of $1.56, topping the consensus forecast of $1.34 by 16.42%. Quarterly revenue reached $1.219 billion, marginally above the $1.21 billion analysts had forecast. Despite the positive earnings and revenue surprise, the company's share price was unchanged in the aftermarket trading session reported alongside the results.
The company nnouncement and the Form 4 filing exist side-by-side in recent disclosures that investors have been parsing for signals. The earnings beat and revenue upside are factual elements highlighted in the quarterly report, while the insider sale and the market's muted reaction in aftermarket trading are concrete developments documented in the filings and market data cited here. As V2X continues to release financial data and regulatory filings, stakeholders remain attentive to how those disclosures align with evolving expectations.
Summary
On March 12, 2026, American Industrial Partners Capital Fund VI, L.P. and affiliated entities sold 2,545,432 shares of V2X at $68.21 apiece, totaling about $173.6 million, per a Form 4 filing. The combined holdings of those entities now stand at 2,004,569 shares, with Lightship Capital LLC holding 375,420 shares independently. V2X reported Q4 2025 EPS of $1.56 and revenue of $1.219 billion, both slight beats of expectations, though the stock was unchanged in the aftermarket. InvestingPro data noted a one-year share gain of 37% and flagged the stock as undervalued relative to Fair Value with a "GOOD" financial health score.
Key points
- Insider transaction - 2,545,432 shares sold at $68.21 for roughly $173.6 million, disclosed via Form 4.
- Post-sale holdings - the affiliated entities collectively hold 2,004,569 shares; Lightship Capital LLC holds 375,420 shares on its own.
- Financial results - Q4 2025 EPS of $1.56 and revenue of $1.219 billion, both modestly above consensus; market reaction in the aftermarket was unchanged.
Risks and uncertainties
- Short-term price volatility - the stock was down 8.4% over the past week, which may affect investor returns in the near term.
- Muted market response - despite reported earnings and revenue beats, the stock was unchanged in the aftermarket, indicating uncertain or subdued investor sentiment.
- Reliance on third-party assessments - valuations and financial health characterizations cited from InvestingPro reflect that service and investors may weigh them differently.