Tearsheet

VirTra (VTSI)


Market Price (2/16/2026): $4.36 | Market Cap: $49.1 Mil
Sector: Information Technology | Industry: Application Software

VirTra (VTSI)


Market Price (2/16/2026): $4.36
Market Cap: $49.1 Mil
Sector: Information Technology
Industry: Application Software

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -26%
Weak multi-year price returns
2Y Excs Rtn is -98%, 3Y Excs Rtn is -74%
Expensive valuation multiples
P/EPrice/Earnings or Price/(Net Income) is 303x
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 21%
  Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -22%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.8%, Rev Chg QQuarterly Revenue Change % is -29%
2 Megatrend and thematic drivers
Megatrends include Future of Training, and Public Safety & Security. Themes include Advanced Simulation & Immersive Training, Tactical Skill Development, Show more.
  Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.9%
3   Key risks
VTSI key risks include [1] its heavy reliance on government contracts, Show more.
0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -26%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 21%
2 Megatrend and thematic drivers
Megatrends include Future of Training, and Public Safety & Security. Themes include Advanced Simulation & Immersive Training, Tactical Skill Development, Show more.
3 Weak multi-year price returns
2Y Excs Rtn is -98%, 3Y Excs Rtn is -74%
4 Expensive valuation multiples
P/EPrice/Earnings or Price/(Net Income) is 303x
5 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -22%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.8%, Rev Chg QQuarterly Revenue Change % is -29%
6 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.9%
7 Key risks
VTSI key risks include [1] its heavy reliance on government contracts, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

VirTra (VTSI) stock has lost about 30% since 10/31/2025 because of the following key factors:

1. VirTra's Q3 2025 financial results, reported on November 10, 2025, significantly missed analyst expectations for both earnings and revenue. The company reported an EPS of -$0.03, falling short of the consensus estimate of $0.05 by $0.08. Quarterly revenue was $5.35 million, considerably lower than the expected $6.99 million.

2. A slower federal funding cycle notably impacted the company's revenue recognition. VirTra's CEO explicitly stated that the timing of federal awards and customer acceptances affected near-term revenue recognition in Q3 2025. This ongoing challenge, also observed in Q4 2024, has created uncertainty around government contract execution and order conversion.

Show more

Stock Movement Drivers

Fundamental Drivers

The -28.1% change in VTSI stock from 10/31/2025 to 2/15/2026 was primarily driven by a -84.4% change in the company's Net Income Margin (%).
(LTM values as of)103120252152026Change
Stock Price ($)6.084.37-28.1%
Change Contribution By: 
Total Revenues ($ Mil)2725-7.9%
Net Income Margin (%)4.2%0.7%-84.4%
P/E Multiple60.4303.1402.1%
Shares Outstanding (Mil)1111-0.1%
Cumulative Contribution-28.1%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 2/15/2026
ReturnCorrelation
VTSI-28.1% 
Market (SPY)-0.0%51.6%
Sector (XLK)-7.2%47.0%

Fundamental Drivers

The -38.4% change in VTSI stock from 7/31/2025 to 2/15/2026 was primarily driven by a -92.1% change in the company's Net Income Margin (%).
(LTM values as of)73120252152026Change
Stock Price ($)7.094.37-38.4%
Change Contribution By: 
Total Revenues ($ Mil)2625-4.7%
Net Income Margin (%)8.3%0.7%-92.1%
P/E Multiple36.6303.1727.2%
Shares Outstanding (Mil)1111-1.0%
Cumulative Contribution-38.4%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2025 to 2/15/2026
ReturnCorrelation
VTSI-38.4% 
Market (SPY)8.2%28.0%
Sector (XLK)6.4%26.7%

Fundamental Drivers

The -31.4% change in VTSI stock from 1/31/2025 to 2/15/2026 was primarily driven by a -96.4% change in the company's Net Income Margin (%).
(LTM values as of)13120252152026Change
Stock Price ($)6.374.37-31.4%
Change Contribution By: 
Total Revenues ($ Mil)3225-21.5%
Net Income Margin (%)18.2%0.7%-96.4%
P/E Multiple12.3303.12367.5%
Shares Outstanding (Mil)1111-0.8%
Cumulative Contribution-31.4%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2025 to 2/15/2026
ReturnCorrelation
VTSI-31.4% 
Market (SPY)14.3%24.6%
Sector (XLK)21.5%28.2%

Fundamental Drivers

The -8.2% change in VTSI stock from 1/31/2023 to 2/15/2026 was primarily driven by a -67.9% change in the company's Net Income Margin (%).
(LTM values as of)13120232152026Change
Stock Price ($)4.764.37-8.2%
Change Contribution By: 
Total Revenues ($ Mil)2825-11.9%
Net Income Margin (%)2.0%0.7%-67.9%
P/E Multiple90.1303.1236.4%
Shares Outstanding (Mil)1111-3.6%
Cumulative Contribution-8.2%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2023 to 2/15/2026
ReturnCorrelation
VTSI-8.2% 
Market (SPY)74.0%19.2%
Sector (XLK)109.5%17.8%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
VTSI Return99%-33%102%-29%-38%7%28%
Peers Return-4%-22%51%34%49%-6%113%
S&P 500 Return27%-19%24%23%16%-0%82%

Monthly Win Rates [3]
VTSI Win Rate58%33%42%42%42%50% 
Peers Win Rate45%42%62%58%57%30% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
VTSI Max Drawdown-3%-41%-21%-37%-45%0% 
Peers Max Drawdown-17%-44%-10%-22%-20%-12% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-1% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: AXON, CAE, KTOS, WRAP, CACI.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/13/2026 (YTD)

How Low Can It Go

Unique KeyEventVTSIS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-69.5%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven228.3%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven299 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-59.8%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven148.6%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven279 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-66.7%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven200.0%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven594 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-90.0%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven900.0%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven307 days1,480 days

Compare to AXON, CAE, KTOS, WRAP, CACI

In The Past

VirTra's stock fell -69.5% during the 2022 Inflation Shock from a high on 10/12/2021. A -69.5% loss requires a 228.3% gain to breakeven.

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About VirTra (VTSI)

VirTra, Inc. provides force training simulators, firearms training simulators, and driving simulators for law enforcement, military, educational, and commercial markets worldwide. The company's products comprise V-300 simulator, a 300 degree wrap-around screen for simulation training; V-180 simulator, a 180 degree screen for smaller spaces or budgets; V-100, a single-screen firearms training simulator system; V-100 MIL, a single-screen small arms training simulator; and V-ST PRO, a realistic single screen firearms shooting and skills training simulator. It also provides VirTra Driving Sim, a vehicle-based simulator; Virtual Interactive Coursework Training Academy, which enables law enforcement agencies to teach, train, test, and sustain departmental training requirements; and Subscription Training Equipment Partnership, a program that allows agencies to utilize VirTra's simulator products, accessories, and V-VICTA interactive coursework on a subscription basis. In addition, the company offers V-Author software that allows users to create, edit, and train with content specific to agency's objectives; a range of simulated recoil kits/weapons; Threat-Fire, a return fire device that applies real-world stress on the trainees during simulation training; and TASER, an OC spray and low-light training devices. It sells its simulators and related products through a direct sales force and distribution partners. The company was formerly known as VirTra Systems, Inc. and changed its name to VirTra, Inc. in October 2016. VirTra, Inc. was founded in 1993 and is based in Tempe, Arizona.

AI Analysis | Feedback

CAE Inc. for law enforcement and military training simulation.

Like a flight simulator company (e.g., CAE Inc.), but specialized in immersive training for police and military use-of-force scenarios.

AI Analysis | Feedback

  • Immersive Judgmental Use-of-Force Simulators: High-fidelity simulation systems designed for law enforcement and military personnel to train in de-escalation, tactical decision-making, and firearms proficiency.
  • Realistic Training Scenarios (Courseware): A comprehensive library of interactive, branching video scenarios that run on their simulators, covering diverse real-world situations, threat assessment, and tactical responses.
  • Virtual Reality (VR) Training Solutions: Portable and scalable VR-based systems offering immersive training for judgmental use-of-force and marksmanship.
  • Simulated Recoil Weapons and Accessories: Hardware peripherals including realistic simulated firearms with recoil, less-lethal training devices, and other equipment designed to enhance the realism of their simulation platforms.

AI Analysis | Feedback

VirTra (symbol: VTSI) primarily sells its advanced simulation training systems and related services to government and public safety organizations. These are B2G (business-to-government) sales, which fall under the broader category of selling to other organizations rather than directly to individuals.

Its major customers are generally governmental entities and public safety organizations, and therefore do not have public company symbols. The primary categories of organizations that VirTra serves include:

  • Law Enforcement Agencies: This encompasses a wide range of organizations including federal agencies, state police departments, local municipal police departments, and sheriff's offices across the United States and internationally.
  • Military Branches: Various divisions and branches of military forces, both domestic and international, utilize VirTra's training solutions for marksmanship, tactical, and de-escalation training.
  • Other Public Safety Organizations: This category includes organizations such as correctional facilities, border patrol agencies, security forces, and specialized government departments focused on public safety and defense.

AI Analysis | Feedback

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AI Analysis | Feedback

John Givens, Chief Executive Officer, Board Chair

Mr. Givens has over 20 years of experience as a board member, entrepreneur, and corporate executive. In 2010, he founded Bohemia Interactive Simulations Inc. (BISim) and, as president, guided military simulation products from inception to production, establishing the first game-based military Program of Record, "Games for Training." Prior to BISim, he introduced the first game-based training in the U.S. Army and DOD at General Dynamics. Under his leadership, BISim rapidly grew to become one of the most widely utilized simulation products across U.S. and allied military forces, culminating in its acquisition by BAE Systems plc for $200 million in 2022. He joined VirTra's board in November 2020, became co-CEO in May 2022, and assumed the role of sole CEO in August 2023. Effective July 12, 2024, he also became the Chairman of the Board.

Alanna Boudreau, Chief Financial Officer

Ms. Boudreau was appointed Chief Financial Officer of VirTra on December 1, 2022. She brings over 20 years of experience in managerial, financial, and operating functions. Prior to VirTra, she served as group controller for The 600 Group PLC (AIM: SIXH), a publicly listed U.K.-based global industrial laser company, where she oversaw all accounting activities for a business with over $30 million in revenues, including two manufacturing plants and offices in Florida and the United Kingdom. Before that, Ms. Boudreau was an Accounting Manager at AdventHealth, a leading U.S.-based nonprofit healthcare company, where she was responsible for accounting functions across 12 locations. She holds a Bachelor of Science in Business Administration from the New York Institute of Technology and an MBA from the University of Phoenix.

Robert Ferris, Founder & Member of Advisory Board

Mr. Ferris founded VirTra, initially named Ferris Productions, Inc., in 1993. He is recognized for his pioneering work in the simulation industry and is a member of The National Center for Simulation Hall of Fame. He previously served as Executive Chairman and Co-CEO. Effective July 12, 2024, Mr. Ferris stepped down from his role as Executive Chairman and director but remains involved with VirTra as a member of its Advisory Board.

Brandon Cox, Chief Technology Officer

Mr. Cox became the Chief Technology Officer of VirTra, Inc. on August 12, 2024. He has over 20 years of experience in immersive 3D virtual training environments, cloud products, and data analytics. His background includes serving as a technical leader at Amazon and AWS for seven years, focusing on large-scale consumer products and cloud technology adoption. He also held the position of Senior Director of Software Development and DevOps at Bohemia Interactive Simulations (BISim), where he was instrumental in developing advanced simulation technologies. Mr. Cox holds an MBA and a Bachelor of Science in Computer Science.

Rebecca Valdez, Senior Vice President of Human Resources

Ms. Valdez joined VirTra in 2016 as the Director of Human Resources. She was promoted to Vice President, Human Resources in 2019 and then to Senior Vice President, Human Resources in 2023. With over 25 years of experience in Human Resources, her expertise spans multi-state and global HR, including operations in Germany and The Netherlands. Her previous experience includes senior staff positions such as Vice President US Operations – Human Resources, Interim Chief Financial Officer, and Vice President, Human Resources.

AI Analysis | Feedback

The key risks to VirTra's business include:
  1. Dependence on Government Contracts and Funding Delays: VirTra relies heavily on government contracts for the vast majority of its revenue. Delays in federal funding, budget uncertainties, and changes in government procurement processes have significantly impacted the company's financial performance, leading to delays in contract execution and order conversion. The U.S. government, and other governments, can terminate contracts for convenience or default, which could materially harm VirTra's business.
  2. Revenue Concentration and Decline: The company has experienced a substantial decline in overall revenue, with a 32% drop in full-year 2024 revenue compared to 2023. Additionally, international revenue has decreased. This highlights a risk associated with revenue concentration and potential challenges in diversifying income streams or addressing factors contributing to the decline.
  3. Market Competition: VirTra operates in a competitive landscape within the defense and training technology sector, facing larger, well-established companies with greater financial, technical, and marketing resources. Maintaining its market position and differentiating its offerings against these competitors is an ongoing challenge.

AI Analysis | Feedback

One clear emerging threat for VirTra (VTSI) is the increasing focus and investment by larger, more integrated public safety technology providers, such as Axon (AXON), into virtual reality training solutions. Axon, a dominant player in law enforcement technology with deep relationships across agencies, already offers its own Axon VR training. Should Axon aggressively expand and integrate its VR training offerings with its broader ecosystem of body cameras, tasers, and cloud services, it could leverage its market position and extensive customer base to offer a highly compelling, integrated solution that potentially undercuts or outcompetes VirTra's specialized simulation systems.

AI Analysis | Feedback

VirTra (VTSI) primarily provides judgmental use-of-force and firearms training simulators, virtual reality (VR) hardware and software, and specialized training solutions to law enforcement, military, corrections, and commercial security organizations globally.

The addressable markets for VirTra's main products and services can be identified within the broader simulation and training sectors:

  • Global Police and Military Simulation Training Market: This market was valued at approximately USD 13.67 billion in 2024 and is projected to reach USD 20.25 billion by 2033, growing at a Compound Annual Growth Rate (CAGR) of 4.46% from 2025 to 2033. Other estimates place this market at USD 15.9 billion in 2024, expected to reach USD 36.7 billion by 2035 with a CAGR of 7.89% from 2025 to 2035. Another report states the market size is expected to increase by USD 6.09 billion, at a CAGR of 7.2% between 2024 and 2029.
  • Global Military Simulation and Training Market: This market was valued at USD 13.7 billion in 2024 and is expected to reach around USD 22.8 billion by 2034, growing at a 5.3% CAGR through 2034. Another source valued it at USD 13.58 billion in 2023, projected to reach USD 21.94 billion by 2033, with a CAGR of 4.91% from 2023 to 2033.
  • Global Law Enforcement Simulator Market: This market, specifically for law enforcement, is estimated at USD 500 million in 2025 and is projected to reach approximately USD 1.7 billion by 2033, growing at a CAGR of 15% from 2025 to 2033.
  • Global AR & VR in Defense Market: The market for Augmented Reality (AR) and Virtual Reality (VR) in defense was valued at USD 1.04 billion in 2024 and is projected to reach USD 2.41 billion by 2030, growing at a CAGR of 15% over the forecast period of 2025-2030. Another report values this market at USD 1.68 billion in 2025, forecasted to reach USD 4.34 billion in 2030, advancing at a 20.9% CAGR.
  • Global Immersive Training Market (including VR/AR): This broader market was estimated at USD 16,401.8 million in 2024 and is projected to reach USD 69,590.5 million by 2030, growing at a CAGR of 28.3% from 2025 to 2030. North America dominated this market with the largest revenue share of 41.8% in 2024.
  • Global VR Emergency Security Training Market: This market was valued at USD 0.69 billion in 2024 and is projected to reach USD 2.31 billion by 2033 at an estimated CAGR of 15.5%. North America holds a 40% market share (USD 0.28 billion) in this segment.

AI Analysis | Feedback

Here are 3-5 expected drivers of future revenue growth for VirTra (VTSI) over the next 2-3 years:
  1. Backlog Conversion and Resumption of Government Funding: VirTra has a significant backlog of orders, totaling $21.9 million in Q3 2025 and $22.0 million as of December 31, 2024, which is expected to convert into revenue once federal funding delays normalize. The company has faced temporary challenges due to U.S. government continuing resolutions impacting contract timing, but a strong pipeline of opportunities tied to grant awards indicates potential for future revenue as funding conditions improve.
  2. New Product Launches and Platform Expansion: The launch and ongoing adoption of new products like the V-XR extended reality training platform, the V-One Portable Simulator, and the APEX analytics platform are key growth drivers. The V-XR platform offers flexible training options and has seen initial orders and a first sale in Canada, while the V-One and APEX platforms are anticipated to expand market reach and strengthen VirTra's competitive positioning.
  3. International Market Expansion: VirTra is actively expanding its international reseller network, focusing on regions such as Canada, South America (e.g., a multi-site contract in Colombia), and Europe. This strategy has already demonstrated success, with international revenue more than doubling in Q3 2025 compared to the previous year, indicating successful market penetration outside the U.S.
  4. Growth of the STEP (Simulated Training Exercise Program) Recurring Revenue: The STEP program continues to be a reliable source of recurring revenue for VirTra, characterized by high renewal rates (around 95%) and increasing customer conversions to new three-year agreements. This program provides a stable revenue base and aligns with technology refresh cycles, offering earlier renewal opportunities.
  5. Expansion into Military and Adjacent Markets: VirTra is making strategic progress in the military sector, including ongoing work with the U.S. Army and other Department of Defense channels, and demonstrating its Soldier Virtual Training (SVT) System. Furthermore, the company is leveraging its V-XR platform to tap into adjacent markets such as healthcare and event management, where demand for immersive training is growing.

AI Analysis | Feedback

Share Repurchases

VirTra did not make any significant share repurchases in the last 3-5 years. The company's stock repurchase program was suspended in 2020-2021 due to a PPP loan and remained suspended after the loan's forgiveness on July 20, 2021.

Share Issuance

  • On April 8, 2021, VirTra closed a registered direct offering of three million shares of common stock at a price of $6.00 per share.
  • This offering generated total gross proceeds of $18.0 million.
  • The proceeds were intended to accelerate the company's long-term strategic roadmap, expand production capacities, and maintain strong capitalization for future opportunities.

Capital Expenditures

  • VirTra's average maintenance capital expenditures over the last five years were approximately $2.33 million.
  • The company continues to invest in its core business, including simulators and accessories, to drive long-term growth and expand its product offerings.

Better Bets vs. VirTra (VTSI)

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1VirTra Earnings Notes12/16/2025
2VirTra Stock Fell 7.6% in a Day, What Now?10/17/2025
Title
0ARTICLES

Trade Ideas

Select ideas related to VTSI.

Unique Key

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

VTSIAXONCAEKTOSWRAPCACIMedian
NameVirTra Axon Ent.CAE Kratos D.Wrap Tec.CACI Int. 
Mkt Price4.37429.6730.2289.061.79573.3059.64
Mkt Cap0.033.79.715.20.112.711.2
Rev LTM252,5584,8631,28548,9791,921
Op Inc LTM1-2862624-1482213
FCF LTM2145502-93-963473
FCF 3Y Avg2166310-42-1345084
CFO LTM5244929-9-9712125
CFO 3Y Avg424175022-12517132

Growth & Margins

VTSIAXONCAEKTOSWRAPCACIMedian
NameVirTra Axon Ent.CAE Kratos D.Wrap Tec.CACI Int. 
Rev Chg LTM-21.5%32.0%6.7%14.0%-2.3%10.4%8.5%
Rev Chg 3Y Avg-1.8%33.7%8.1%14.3%-8.0%11.5%9.8%
Rev Chg Q-28.5%30.6%2.3%26.0%151.4%5.7%15.9%
QoQ Delta Rev Chg LTM-7.9%7.0%0.6%5.9%27.8%1.4%3.6%
Op Mgn LTM5.2%-1.1%12.9%1.9%-342.9%9.2%3.5%
Op Mgn 3Y Avg16.1%4.8%12.1%2.6%-310.0%8.8%6.8%
QoQ Delta Op Mgn LTM-4.0%-1.0%0.0%-0.1%121.9%0.2%-0.0%
CFO/Rev LTM20.8%9.5%19.1%-0.7%-213.6%7.9%8.7%
CFO/Rev 3Y Avg14.5%12.4%16.2%2.0%-215.7%6.3%9.3%
FCF/Rev LTM7.1%5.7%10.3%-7.3%-220.4%7.1%6.4%
FCF/Rev 3Y Avg6.2%8.7%6.6%-3.5%-224.9%5.4%5.8%

Valuation

VTSIAXONCAEKTOSWRAPCACIMedian
NameVirTra Axon Ent.CAE Kratos D.Wrap Tec.CACI Int. 
Mkt Cap0.033.79.715.20.112.711.2
P/S2.013.22.011.822.11.46.9
P/EBIT38.1142.213.9462.9-6.515.426.8
P/E303.1131.125.7759.2-6.524.478.4
P/CFO9.5137.910.4-1,765.7-10.417.810.0
Total Yield0.3%0.8%3.9%0.1%-15.3%4.1%0.5%
Dividend Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg2.8%0.5%3.5%-0.7%-10.7%4.7%1.6%
D/E0.20.10.30.00.00.30.1
Net D/E-0.3-0.00.3-0.0-0.00.2-0.0

Returns

VTSIAXONCAEKTOSWRAPCACIMedian
NameVirTra Axon Ent.CAE Kratos D.Wrap Tec.CACI Int. 
1M Rtn-9.7%-32.4%-11.2%-31.9%-35.8%-9.8%-21.6%
3M Rtn-9.9%-22.5%14.4%22.9%-26.0%-3.0%-6.4%
6M Rtn-18.8%-43.0%10.0%30.0%17.0%17.3%13.5%
12M Rtn-28.9%-37.1%12.8%227.9%-16.0%69.4%-1.6%
3Y Rtn-4.8%119.2%28.1%669.1%-24.5%88.6%58.4%
1M Excs Rtn-10.4%-30.4%-6.8%-25.4%-39.6%-4.9%-17.9%
3M Excs Rtn-9.7%-24.3%10.4%16.3%-14.5%-2.1%-5.9%
6M Excs Rtn-22.1%-48.4%2.2%23.2%12.9%11.2%6.7%
12M Excs Rtn-37.6%-48.4%15.4%174.2%-20.2%48.2%-2.4%
3Y Excs Rtn-74.2%66.2%-31.5%612.5%-89.8%25.2%-3.2%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
Simulators and accessories2224191414
Design & Prototyping70   
Extended service-type warranties43332
Subscription Training Equipment Partnership (STEP)4    
Customized software and content11122
Installation and training11111
Licensing and royalties 0000
Total3928241919


Assets by Segment
$ Mil20242023202220212020
Corporate Assets38    
Simulators and accessories30    
Subscription Training Equipment Partnership (STEP)1    
Design & Prototyping1    
Customized software and content0    
Extended service-type warranties0    
Installation and training0    
Total70    


Price Behavior

Price Behavior
Market Price$4.37 
Market Cap ($ Bil)0.0 
First Trading Date02/23/2007 
Distance from 52W High-40.1% 
   50 Days200 Days
DMA Price$4.66$5.51
DMA Trendindeterminatedown
Distance from DMA-6.2%-20.8%
 3M1YR
Volatility46.9%72.8%
Downside Capture283.81174.36
Upside Capture202.95117.85
Correlation (SPY)58.2%24.3%
VTSI Betas & Captures as of 1/31/2026

 1M2M3M6M1Y3Y
Beta2.692.711.871.240.870.91
Up Beta0.401.441.600.480.190.25
Down Beta1.942.131.571.940.981.23
Up Capture484%287%115%30%128%108%
Bmk +ve Days11223471142430
Stock +ve Days10182860109334
Down Capture306%356%252%170%136%106%
Bmk -ve Days9192754109321
Stock -ve Days10223163132396

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with VTSI
VTSI-23.1%72.6%-0.07-
Sector ETF (XLK)19.0%27.6%0.6128.1%
Equity (SPY)14.0%19.4%0.5524.4%
Gold (GLD)74.3%25.3%2.17-2.3%
Commodities (DBC)7.0%16.7%0.247.1%
Real Estate (VNQ)7.9%16.6%0.284.6%
Bitcoin (BTCUSD)-29.8%44.9%-0.6521.7%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with VTSI
VTSI-0.6%74.3%0.29-
Sector ETF (XLK)16.2%24.8%0.5913.3%
Equity (SPY)13.3%17.0%0.6215.1%
Gold (GLD)22.1%17.0%1.06-2.9%
Commodities (DBC)10.5%18.9%0.443.6%
Real Estate (VNQ)5.2%18.8%0.188.8%
Bitcoin (BTCUSD)8.3%57.2%0.378.7%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with VTSI
VTSI-3.4%75.9%0.26-
Sector ETF (XLK)23.0%24.2%0.8612.0%
Equity (SPY)15.6%17.9%0.7513.9%
Gold (GLD)15.3%15.6%0.82-2.6%
Commodities (DBC)8.1%17.6%0.385.4%
Real Estate (VNQ)6.4%20.7%0.279.2%
Bitcoin (BTCUSD)67.9%66.7%1.074.7%

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Short Interest

Short Interest: As Of Date1302026
Short Interest: Shares Quantity0.1 Mil
Short Interest: % Change Since 1152026-4.6%
Average Daily Volume0.0 Mil
Days-to-Cover Short Interest1.6 days
Basic Shares Quantity11.3 Mil
Short % of Basic Shares0.6%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/10/2025-7.9%-8.3%-10.1%
8/11/2025-25.0%-22.3%-23.4%
3/27/2025-17.3%-14.4%-19.1%
11/12/202422.9%11.1%5.0%
8/12/2024-4.5%-3.6%-15.0%
4/1/202437.7%40.5%65.2%
11/14/202313.9%56.7%73.9%
8/14/202314.5%2.2%-3.5%
...
SUMMARY STATS   
# Positive998
# Negative9910
Median Positive14.5%11.1%20.4%
Median Negative-7.6%-11.1%-10.2%
Max Positive66.7%56.7%73.9%
Max Negative-25.0%-28.0%-23.4%

SEC Filings

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Report DateFiling DateFiling
09/30/202511/10/202510-Q
06/30/202508/11/202510-Q
03/31/202505/12/202510-Q
12/31/202403/27/202510-K
09/30/202411/12/202410-Q
06/30/202408/12/202410-Q
03/31/202405/14/202410-Q
12/31/202304/01/202410-K
09/30/202311/14/202310-Q
06/30/202308/14/202310-Q
03/31/202305/15/202310-Q
12/31/202203/31/202310-K
09/30/202211/14/202210-Q
06/30/202208/19/202210-Q
03/31/202208/11/202210-Q
12/31/202108/02/202210-K

Insider Activity

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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Givens, John F IiChief Executive OfficerDirectBuy111920254.92221081,616,639Form
2Givens, John F IiChief Executive OfficerDirectBuy111820254.734,21719,9671,551,180Form
3Givens, John F IiChief Executive OfficerDirectBuy111820254.994001,9961,636,745Form
4Givens, John F IiChief Executive OfficerDirectBuy111820254.933611,7801,618,917Form
5Boudreau, AlannaChief Financial OfficerDirectBuy111420254.895,00024,47471,341Form