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. 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: 1,200
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
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Truist Securities Michael Ciarmoli 55% 1-year accuracy 43 / 78 met price target | 14%upside $130 | Buy Maintained | 17 Apr 2025 |
Financial journalist opinion
Based on 6 articles about VSEC published over the past 30 days
