VSE CorpVSEC
About: VSE Corp is a diversified aftermarket products and services company providing repair services, parts distribution, logistics, supply chain management, and consulting services for land, sea, and air transportation assets to commercial and government markets. Its operations include supply chain management solutions, parts supply and distribution, and maintenance, repair, and overhaul (MRO) services for vehicle fleet, aviation, maritime and other customers. Its reportable segments are; Aviation and Fleet. The majority of the revenue for the company is generated from the Aviation segment which is a provider of aftermarket parts distribution and MRO services for components and engine accessories supporting commercial, business, and general aviation operators.
Employees: 1,400
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
138% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 24
86% more call options, than puts
Call options by funds: $4.94M | Put options by funds: $2.66M
22% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 65
14% more funds holding
Funds holding: 201 [Q1] → 230 (+29) [Q2]
5% more capital invested
Capital invested by funds: $2.75B [Q1] → $2.9B (+$150M) [Q2]
3.68% less ownership
Funds ownership: 110.68% [Q1] → 107.0% (-3.68%) [Q2]
40% less funds holding in top 10
Funds holding in top 10: 10 [Q1] → 6 (-4) [Q2]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
RBC Capital Ken Herbert | 9%upside $180 | Outperform Maintained | 1 Aug 2025 |
Financial journalist opinion
Based on 5 articles about VSEC published over the past 30 days
