VSE CorpVSEC
VSEC
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
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
254% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 13
156% more call options, than puts
Call options by funds: $1.53M | Put options by funds: $596K
92% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 38
37% more capital invested
Capital invested by funds: $1.46B [Q3] → $2.01B (+$548M) [Q4]
22% more funds holding
Funds holding: 148 [Q3] → 180 (+32) [Q4]
19.02% more ownership
Funds ownership: 95.79% [Q3] → 114.8% (+19.02%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 5 [Q3] → 5 (+0) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$140
7%
upside
Avg. target
$147
12%
upside
High target
$150
15%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
RBC Capital Ken Herbert 67% 1-year accuracy 46 / 69 met price target | 15%upside $150 | Outperform Maintained | 8 May 2025 |
B. Riley Securities Jeff Van Sinderen 47% 1-year accuracy 7 / 15 met price target | 15%upside $150 | Buy Maintained | 8 May 2025 |
Truist Securities Michael Ciarmoli 55% 1-year accuracy 43 / 78 met price target | 7%upside $140 | Buy Maintained | 8 May 2025 |
Financial journalist opinion
Based on 10 articles about VSEC published over the past 30 days
Positive
Investors Business Daily
2 days ago
VSE Stock Sits In A Buy Zone; This Aviation Parts Company's Profit Is Back On The Rise
VSE stock is in a buy zone and reached a new high. The aviation parts maker has greatly improved its bottom line.
Neutral
Seeking Alpha
4 days ago
VSE Corporation (VSEC) Q1 2025 Earnings Call Transcript
VSE Corporation (NASDAQ:VSEC ) Q1 2025 Earnings Conference Call May 7, 2025 8:30 AM ET Company Participants Michael Perlman - Vice President, Investor Relations & Treasury John Cuomo - President & Chief Executive Officer Adam Cohn - Chief Financial Officer Conference Call Participants Ken Herbert - RBC Capital Markets Jeff Van Sinderen - B. Riley Securities Michael Carroll - Truist Louie DiPalma - William Blair Ellen Page - Jefferies Operator Good day and welcome to the VSE Corporation First Quarter 2025 Results Conference Call.
Neutral
Business Wire
6 days ago
VSE Corporation Declares Quarterly Cash Dividend
MIRAMAR, Fla.--(BUSINESS WIRE)--VSE Corporation (“VSE” or the “Company”) (NASDAQ: VSEC), a leading provider of aviation aftermarket distribution and repair services, announced that the Company's Board of Directors has declared a regular quarterly cash dividend of $0.10 per share of VSE common stock. The dividend is payable on July 30, 2025, to stockholders of record at the close of business on July 16, 2025. ABOUT VSE CORPORATION VSE is a leading provider of Aviation distribution and repair ser.
Neutral
Business Wire
1 week ago
VSE Corporation Announces First Quarter 2025 Results
MIRAMAR, Fla.--(BUSINESS WIRE)--VSE Corporation (NASDAQ: VSEC, "VSE", or the "Company"), a leading provider of aviation aftermarket distribution and repair services, announced today results for the first quarter 2025. FIRST QUARTER 2025 RESULTS(1) (As compared to the First Quarter 2024) Total Revenues of $256.0 million increased 57.7% GAAP Net Income of $14.0 million increased 152.0% GAAP EPS (Diluted) of $0.67 increased 91.4% Adjusted EBITDA(2) of $40.4 million increased 60.0% Adjusted Net Inc.
Neutral
Business Wire
1 week ago
VSE Corporation Completes Refinancing of Term Loan and Revolver
MIRAMAR, Fla.--(BUSINESS WIRE)--VSE Corporation (“VSE” or the “Company”) (NASDAQ: VSEC), a leading provider of aviation aftermarket distribution and repair services, today announced the successful refinancing of its Term Loan A and Revolving Credit Facility. The Company entered into a new $300 million Term Loan A and a $400 million revolving credit facility, both maturing on May 2, 2030. These facilities refinance and replace the Company's previous debt arrangements, which were scheduled to mat.
Neutral
Business Wire
1 week ago
VSE Corporation Acquires Turbine Weld Industries
MIRAMAR, Fla.--(BUSINESS WIRE)--VSE Corporation (“VSE” or the “Company”) (NASDAQ: VSEC), a leading provider of aviation aftermarket distribution and repair services, today announced it has acquired Turbine Weld Industries, LLC (“Turbine Weld”), a specialized Maintenance, Repair, and Overhaul (“MRO”) service provider focused on complex engine components for business and general aviation (“BG&A”) platforms. Founded in 1986, Turbine Weld is a premier provider of high-value engine component rep.
Neutral
Business Wire
2 weeks ago
VSE Corporation Announces May 2025 Investor Conference Schedule
MIRAMAR, Fla.--(BUSINESS WIRE)--VSE Corporation (“VSE” or the “Company”) (NASDAQ: VSEC), a leading provider of aviation aftermarket distribution and repair services, announced today that VSE Corporation's senior management will participate in the following upcoming conferences. 2025 Truist Securities Industrial & Services Conference in Philadelphia, PA, on May 8th. John Cuomo, President and CEO of VSE Corporation, Adam Cohn, Chief Financial Officer of VSE Corporation, and Michael Perlman, V.
Positive
Zacks Investment Research
2 weeks ago
VSE (VSEC) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
VSE (VSEC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Zacks Investment Research
2 weeks ago
Why VSE (VSEC) is Poised to Beat Earnings Estimates Again
VSE (VSEC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Neutral
Business Wire
3 weeks ago
VSE Corporation Announces First Quarter 2025 Results Conference Call Date
MIRAMAR, Fla.--(BUSINESS WIRE)--VSE Corporation (“VSE” or the “Company”) (NASDAQ: VSEC), a leading provider of Aviation aftermarket distribution and repair services, announced today that it will issue first quarter 2025 results after the market close on Tuesday, May 6, 2025. A conference call will be held on Wednesday, May 7, 2025, at 8:30 A.M. ET to review the Company's financial results, discuss events, and conduct a question-and-answer session. A webcast of the conference call and accompanyi.
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