LIVE

VSEC

VSE Corporation

VSEC

NASDAQ·Industrials·Aerospace & Defense·Mkt cap $6.4B

$232.33

+1.56%

View full research view

Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

View research view

52-Week Range

$123.69 - $237.75

P/E

93.31

Fwd P/E

53.39

Beta

1.25

Div Yield

0.17%

Avg Vol

521.3K

Shares Out

21.1M

Mkt Cap

$6.4B

Price action

Price chart

Up 75.5% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Established relationships with U.S. Department of Defense and long-term government contracts providing revenue stability
  • Integrated supply chain and logistics capabilities spanning parts distribution, inventory management, and MRO services
  • Specialized technical expertise in aircraft, military vehicle, and fleet maintenance with high barriers to entry
  • Diversified customer base across commercial aviation, defense, and fleet management reducing market concentration risk

Bear Case

2 risks

  • Average volatility.
  • Significant premium - growth priced in

Growth

Strong growth ahead

Positive revenue trend

Value

Significant premium - growth priced in

Momentum

Hot

+23.6% over 3m

Quality

Thin

Excellent business quality

Dividend

Token

0.17% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 29, 2026

Q2 26 RECAP

MAY 5, 2026

Reported EPS of $1.17 vs $0.93 consensus (+25.8% surprise). Revenue of $324.6M vs $309.2M expected (+5.0%). Beat on both top and bottom lines.

EPS beat +25.8%
Rev beat +5.0%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+25.8%

Next: Apr 29, 2026

Revenue trend · last 8Q

+27%

+58%

+41%

+39%

+1%

+27%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$192.8M

$203.6M

$299.0M

$256.0M

$272.1M

$282.9M

$301.2M

$324.6M

Margins · last 8Q

Gross

Operating

Profit

8.9%

Wall Street consensus

4 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

4

100%

Hold

0%

Sell

0%

Median Price Target

$242.50

+4.4% vs $232.33

Low $210.00
Median $242.50
High $268.00

Latest: Citi · Jul 1, 2026

3 analysts covering

vs Industry

How VSEC stacks vs Aerospace & Defense

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.