With a market capitalization of just under $2 billion, V2X Inc. (NYSE: VVX) is a fraction of the size of larger peers in the defense contractor space like Lockheed Martin Corp. (NYSE: LMT) and RTX Corp. (NYSE: RTX). In an environment that is highly favorable to defense firms more broadly, investors may miss out on V2X and other smaller defense firms in a bid to track the household names in this industry.
V2X's smaller size may obscure its potential. The firm has impressed in its earnings performance in recent months, and a major new contract with the U.S. Air Force will be transformational.
