VSE Corporation
VSEC
NASDAQ·Industrials·Aerospace & Defense·Mkt cap $5.7B
$203.91
▲ +0.66%
P/E
74.42
Mkt Cap
$5.7B
52-Wk Range
$154.67–$247.85
52-Week Range
$154.67 - $247.85
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 21.8% over the trailing year
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
1 risk
- Average volatility.
Growth
Strong growth ahead
Positive revenue trend
Value
Fairly valued vs Defense Prime Contractors peers
Momentum
Strong
+18.8% over 3m
Quality
Thin
Strong fundamentals
Dividend
Token
0.20% yield
Smart-money signal
Who's buying VSEC right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 26, 2026
AUG 5, 2026
Reported EPS of $1.75 vs $0.93 consensus (+87.4% surprise). Revenue of $449.1M vs $425.0M expected (+5.7%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+87.4%
Revenue trend · last 8Q
—
+27%
+58%
+41%
+39%
+1%
+27%
+65%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$203.6M
$299.0M
$256.0M
$272.1M
$282.9M
$301.2M
$324.6M
$449.1M
Margins · last 8Q
Gross
-8.7%
Operating
10.9%
Profit
6.3%
Wall Street consensus
5 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Citi · Aug 13, 2026
vs Industry
How VSEC stacks vs Aerospace & Defense
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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