V2X's partnerships with the hyperscalers center on data and processes

V2X, and the heritage Vectrus company before that, have centered their technology strategies around using digital tools as a lever to run facilities and other key physical assets of the U.S. government.

For federal systems integrators like V2X, all roads of their commercial tech industry partnerships inevitably lead to working with the cloud computing giants and using artificial intelligence tools that rely on the hyperscalers’ infrastructure.

During V2X’s fourth quarter and year-end earnings call with investors, chief executive Jeremy Wensinger explained how the company is approaching these collaborations for its work around the world including logistics.

Take for instance smart warehousing, a concept describing storage facilities that rely heavily on automation and other tech-centric management systems as a way to track inventory and digitize processes.

V2X is working with Amazon to bring smart warehousing and automation technologies to their mutual government customers. This partnership will involve the use of Amazon’s computer vision AI models in V2X-managed warehouses.

Wensinger told analysts the idea behind the collaboration is to have Amazon Web Services, the tech giant’s cloud computing subsidiary, work with the data V2X has on and inside warehouses.

“We own all the data and what they own is the process, Wensinger said.

Then there is AI, which Google has made big bets on over many years as highlighted by its Gemini chatbot and virtual assistant. It goes without saying that Gemini is one of the generative AI tools upending so much of the larger technology ecosystem, including how the government uses AI.

V2X and Google are collaborating to deploy the latter’s AI and cloud solutions for government environments, including agencies that want a more digitized infrastructure.

Some core focus areas for V2X and Google include data analysis, training and simulation, logistics and sustainment, risk detection, and resource optimization.

Like the pact involving AWS, V2X is looking at its partnership with Google as one that combines data and process.

“We decided that we wanted to be on with partners whose critical path was the future of AI, and I think Google is that,” Wensinger said. “Google also recognized that we have the information that makes AI operate.

“So when I look at the transformational aspect of AI in our business, I wanted to partner with somebody who brought a tool, and I brought the data and I brought to mission capability, and I want that in the context and the contract that enable that AI to work.”

IBM is a third commercial tech partner of V2X that Wensinger brought up for analysts on the call to consider. That reference harkens back to how the heritage Vectrus business emphasized converged infrastructure in its strategy, which was led by several former IBM executives who made their way to Vectrus.

For V2X, working with Big Blue means integrating AI and computer vision tools for U.S. military and government missions worldwide. This partnership centers around IBM’s Maximo Application Suite, an enterprise asset management software product designed with conversational and generative AI tools to help users quickly retrieve and summarize data.

On the matter of AI as a whole, Wensinger said V2X is “going to be enabled by this transformational technology because we have all the mission know-how.”

He added the partners V2X is working with also enable the contractor “to network much better, much faster and much more efficient and delivering my customer a much better outcome.”

Fourth quarter revenue of $1.2 billion was up 5% from the prior year period, while profit of $88.7 million showed a 3% year-over-year increase in adjusted EBITDA (earnings before interest, taxes, depreciation and amortization).

Full-year 2025 sales of $4.5 billion were up 4% from the previous year, while adjusted EBITDA of $323.3 million showed a 4% year-over-year increase on the bottom line. That translates to a 7.3% adjusted EBITDA margin for 2025 versus the 7.4% figure for 2024.

V2X’s initial guidance for 2026 has a revenue range of $4.675 billion-to-$4.825 billion and an adjusted EBITDA outlook of $335 million-to-$350 million.