US · Industrials · Aerospace & Defense
EPS came in at 1.75 against a street estimate of 0.93 — a beat of 88.2%.
Analysts rate VSE Corporation a strong buy (7 buy, 0 hold, 0 sell out of 7) with an average price target of $270.00.
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.
| Fund | Stake |
|---|---|
| BlackRock Inc | 16.06% |
| T. Rowe Price Investment Management,Inc. | 8.95% |
| State Street Corp | 6.68% |
| Vanguard Capital Management, LLC | 4.20% |
| T. Rowe Price Associates, Inc. | 3.74% |
| Durable Capital Partners LP | 3.49% |
| UBS Group AG | 3.44% |
| Vanguard Portfolio Management, LLC | 3.39% |
| Document | Date |
|---|---|
| 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 |
| Material agreement · Q2 2026 VSE CORPORATION - 8-K SUMMARY HEADLINE NUMBERS • Acquisition completed May 5, 2026: VSE acquired Precision Aviation Group (PAG) from GenNx360 Capita | 2026-05-07 |
| Proxy statement · Q2 2026 PROXY STATEMENT SUMMARY FOR RETAIL INVESTORS VSE CORPORATION — ANNUAL MEETING MAY 7, 2026 --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 (Page 10 | 2026-03-24 |
| Annual report FY2025 VSE CORPORATION - 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market capitalization: Approximately $2.6 billion as of June 30, 2025 (stock | 2026-02-27 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| 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 |
| Announcement | Date |
|---|---|
| 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 |
| Acquisition of Aero 3 announced VSE Corporation announced two significant developments on October 27, 2025: third quarter 2025 financial results and the acquisition of Aero 3. While the 8-K filing itself contains minimal d | 2025-10-27 |
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Google PlayApp StoreData updated 2026-09-18.