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VSE Corporation (VSEC)

US · Industrials · Aerospace & Defense

$172.81+4.92%
Last close · 2026-11-06

Latest quarter · ended 2026-09-30

Revenue
$541.0M
Revenue YoY
+91.2%
Net profit
$47.3M
Profit YoY
+1158.7%
EPS
$2.01
EPS estimate
$1.61
Net margin
8.7%

EPS came in at 2.01 against a street estimate of 1.61 — a beat of 24.8%.

Key statistics

Market cap
$4.62B
P/E
52.6
Forward P/E
20.7
P/B
1.58
Book value
$61.49
EPS (TTM)
$3.13
52-week high
$247.69
52-week low
$138.85
50-day MA
$175.25
200-day MA
$195.07
Beta
1.26

Analyst view

Analysts rate VSE Corporation a buy (9 buy, 3 hold, 0 sell out of 12) with an average price target of $250.44.

From the latest earnings call · 2026-08-06

CONFIDENT VSE closed PAG acquisition, delivered record Q2 revenue ($449M, +65% YoY) and EBITDA margins (19.2%), with 14% organic growth. Raised FY26 guidance on core business strength. Integration underway; major synergies expected in 2027. Q2 2026 Call emphasized global reach but did not segment by geography. Analysts focused on acquisition quality, synergy timing, and free cash flow conversion. Management emphasized core business as raise driver, deferred major PAG synergies to 2027, and confirmed 34% FCF-to-EBITDA conversion (ex-transaction costs) with H2 improvement expected. 2026-08-06…

Full summary in the app.

Shareholding

Insiders
1.73%
Institutions
124.51%

Largest institutional holders

FundStake
BlackRock Inc16.50%
T. Rowe Price Investment Management,Inc.7.48%
State Street Corp7.34%
Vanguard Capital Management, LLC4.43%
Vanguard Portfolio Management, LLC3.66%
Durable Capital Partners LP3.49%
Capital Research Global Investors2.95%
UBS Group AG2.94%

Recent filings & reports

DocumentDate
Quarterly report · Q3 2026
HEADLINE NUMBERS • Third-quarter 2026 revenue was $541.006 million, up from $282.909 million in the third quarter of 2025. • Nine-month 2026 revenue
2026-11-05
Company announcement · Q4 2026
HEADLINE NUMBERS • VSE Corporation’s Board declared a quarterly cash dividend of $0.10 per share. • The dividend is payable on January 29, 2027. •
2026-11-04
Results announced · Q4 2026
HEADLINE NUMBERS • Third-quarter 2026 revenue was $541.0 million, up 91.2% year over year and a record. • GAAP net income from continuing operations
2026-11-04
Quarterly report · Q2 2026
VSE CORPORATION FORM 10-Q SUMMARY Period Ended June 30, 2026 --- HEADLINE NUMBERS • Total revenues (6 months): $773.7 million vs. $528.2 million pr
2026-08-06
Company announcement · Q3 2026
VSE CORPORATION (NASDAQ: VSEC) - FORM 8-K SUMMARY HEADLINE NUMBERS • Quarterly cash dividend declared: $0.10 per share • Payment date: October 29, 2
2026-08-06
Results announced · Q3 2026
VSE CORPORATION Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total Revenues: $449.1 million, up 65.0% year-over-year (Q2 2025: $272.1 million) • GAAP
2026-08-05
Quarterly report · Q1 2026
VSE CORPORATION – Q1 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total revenues Q1 2026: $324.6 million (up 26.8% vs Q1 2025: $256.0 millio
2026-05-08
Shareholder vote results · Q2 2026
VSE CORPORATION (VSEC) – FORM 8-K SUMMARY May 7, 2026 Annual Meeting & Corporate Actions --- HEADLINE NUMBERS • 28,055,393 total shares of common s
2026-05-08

Readable in the app.

Corporate actions

ActionDetailDate
Dividend$0.10 / share
ex-date Jan 15, 2027 · pay Jan 29, 2027
2027-01-15
Dividend$0.10 / share
ex-date Oct 15, 2026 · pay Oct 29, 2026
2026-10-15
Dividend$0.10 / share
ex-date Jul 15, 2026 · pay Jul 29, 2026
2026-07-15
Dividend$0.10 / share
ex-date Apr 15, 2026 · pay Apr 29, 2026
2026-04-15
Dividend$0.10 / share
ex-date Jan 15, 2026 · pay Jan 29, 2026
2026-01-15
Dividend$0.10 / share
ex-date Oct 15, 2025 · pay Oct 29, 2025
2025-10-15

Deals & corporate news

AnnouncementDate
Quarterly cash dividend of $0.10 per share declared
VSE Corporation’s board declared a quarterly cash dividend of $0.10 per share. The dividend is scheduled to be paid on January 29, 2027, to shareholders who own the stock as of the January 1
2026-11-04
Completed acquisition of PAG, entered into exchange and registration agreements
VSE Corporation completed its acquisition of PAG (Portfolio Acquisition Group) on May 5, 2026. To finance this deal, VSE secured $900 million in new debt through a term loan and increased it
2026-05-07
Acquisition of PAG completed; financial statements and pro forma information filed
VSE Corporation filed an 8-K on February 2, 2026 disclosing financial statements and pro forma information related to its acquisition of PAG Holding Corp. (PAG). The filing includes audited
2026-02-02
Company signed purchase agreement to acquire PAG
VSE Corporation announced on January 29, 2026, that it has signed a Stock Purchase Agreement to acquire PAG (through GenNx360 PAG Buyer, LLC). The acquisition involves multiple holding entit
2026-01-29

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Data updated 2026-11-07.