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 7,296 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
336% more call options, than puts
Call options by funds: $2.51M | Put options by funds: $575K
105% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 21
80% more funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 9 (+4) [Q1 2025]
50% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 52
36% more capital invested
Capital invested by funds: $2.01B [Q4 2024] → $2.73B (+$715M) [Q1 2025]
11% more funds holding
Funds holding: 180 [Q4 2024] → 200 (+20) [Q1 2025]
6.63% more ownership
Funds ownership: 103.67% [Q4 2024] → 110.3% (+6.63%) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$140
1%
upside
Avg. target
$147
6%
upside
High target
$150
9%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
RBC Capital Ken Herbert | 9%upside $150 | Outperform Maintained | 8 May 2025 |
B. Riley Securities Jeff Van Sinderen | 9%upside $150 | Buy Maintained | 8 May 2025 |
Truist Securities Michael Ciarmoli | 1%upside $140 | Buy Maintained | 8 May 2025 |
Financial journalist opinion
Based on 3 articles about VSEC published over the past 30 days
Positive
MarketBeat
1 week ago
3 Industrials Stocks Standing Out for Growth and Analyst Optimism
The industrials sector has emerged as one of the top-performing sectors year-to-date (YTD). The Industrial Select Sector SPDR Fund NYSEARCA: XLI, a broad exchange-traded fund (ETF) that serves as a benchmark for the sector, has returned close to 9% since the start of 2025, far outpacing the growth of the S&P 500 over the same period.
Neutral
Business Wire
1 week ago
VSE Corporation Announces June 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. William Blair's Growth Stock Conference will be held in Chicago, Illinois, on Tuesday, June 3, 2025. John Cuomo, President and CEO, Adam Cohn, Chief Financial Officer, and Michael Perlman, VP of Investor Relations &.
Positive
Seeking Alpha
4 weeks ago
VSE Corporation: Transition To Aerospace MRO Is Complete
VSE's strategic reset and M&A have accelerated aviation growth, as the fleet business is sold at a not so impressive price. Despite strong 2025 guidance and bolt-on acquisitions, shares now trade at lofty multiples—over 30x forward earnings—even with optimistic margin improvements. Recent deals, including Turbine Weld, and debt reduction efforts support growth, but aggressive leverage targets add risk.
Positive
Investors Business Daily
1 month 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
1 month 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
1 month 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 month 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 month 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 month 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
1 month 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.
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