VSE Corporation: Precision Aviation Group Supercharges The Mini-HEICO Story
VSE Corporation remains a "Buy," leveraging a focused aviation MRO strategy and transformative acquisitions to drive both organic and inorganic growth. Recent divestitures and acquisitions, notably Precision Aviation Group, position VSEC for >50% revenue growth and margin expansion toward 20%+ levels. Despite dilution and elevated leverage from acquisition financing, the growth profile and accretive EBITDA margins justify the capital strategy.
VSE Shareholders Back Preferred Stock Plan as CEO Touts Aviation Growth
VSE NASDAQ: VSEC held its 2026 Annual Meeting of Stockholders on May 7, with shareholders approving all four proposals presented, including the election of directors, ratification of the company's auditor, approval of executive compensation on an advisory basis and an amendment authorizing the issuance of blank check preferred stock.
VSE Corp (VSEC) Shares Fall 13.6% -- GF Value Says Still Overvalued
On April 21, 2026, VSE Corp (VSEC) shares fell 13.6% to a current price of $194.34. This decline comes after a year of significant appreciation, with shares hav
VSE Corporation (VSEC) Q4 2025 Earnings Call Transcript
VSE Corporation (VSEC) Q4 2025 Earnings Call Transcript
VSE Corporation (VSEC) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
VSE Corporation (VSEC) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
VSE Corporation (VSEC) M&A Call Transcript
VSE Corporation (VSEC) M&A Call Transcript
VSE Corporation: M&A As An Aerospace Growth Engine
VSE Corporation has fully pivoted to aviation, divesting non-core segments and aggressively expanding its MRO and parts distribution footprint. VSEC targets 11% annual sales growth, 23% EBITDA growth, and expects free cash flow to turn positive in 2026, supporting a buy rating. Shareholder dilution risk remains due to acquisition funding, but future deals are likely to be debt-financed as leverage targets 3x-3.5x.
VSE Corporation: Flying Very High
VSE Corporation continues its transformation into an aerospace MRO, with shares surging nearly 40% since May to fresh highs amidst strong growth and strategic deals. Recent acquisitions, including Aero 3, are well-structured and accretive, but come with about 10% dilution as VSE uses expensive stock to fund deals. Despite impressive M&A-driven and organic growth, VSE now trades at high valuation multiples—nearly 4x sales and over 20x EBITDA.
VSE Corporation (VSEC) Q2 2025 Earnings Call Transcript
VSE Corporation (NASDAQ:VSEC ) Q2 2025 Earnings Conference Call July 31, 2025 8:30 AM ET Company Participants Adam R. Cohn - Chief Financial Officer John A.
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.
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.
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.
