V2X, Inc. 8-K

What Happened

• V2X, Inc. filed an 8-K reporting that on May 7, 2026 it entered an underwriting agreement with Morgan Stanley & Co. LLC for a public offering of 2,004,569 shares of common stock by the selling shareholder, Vertex Aerospace Holdco LLC. The offering closed on May 11, 2026.
• The offering was made under V2X’s effective Form S-3 shelf registration (File No. 333-267223) and a prospectus supplement dated May 7, 2026. The company did not sell any shares in the offering and will receive no proceeds.

Key Details

• Shares offered: 2,004,569 shares of common stock.
• Underwriter: Morgan Stanley & Co. LLC. Underwriting agreement dated May 7, 2026; offering closed May 11, 2026.
• Proceeds: V2X will receive no proceeds; all shares were sold by the selling shareholder.
• Ownership after offering: the Selling Shareholder no longer owns any shares; an entity affiliated with that shareholder will still beneficially own 375,420 shares (approximately 1.2% of outstanding common stock).

Why It Matters

• This was a secondary offering by a large shareholder, not a capital raise for V2X, so it does not change the company’s cash position or reported revenue.
• The sale reduces or eliminates a significant shareholder’s stake, which can affect share ownership concentration and potential voting dynamics.
• Investors should note the company filed the underwriting agreement and related prospectus details; representations in that agreement are contractual and may be qualified by confidential disclosures, so they do not necessarily reflect the company’s broader financial condition or operations.