$VSEC

VSE CORP

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1
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No SEC Form 4 filings for $VSEC in the last 30 days.

Med

VSE Q2 Earnings Call Highlights

VSE Corp (NASDAQ:VSEC) reported Q2 adjusted net income of $55 million (+101% YoY) and adjusted diluted EPS of $1.75 (+33%). Management said MRO revenue rose 149% YoY and distribution revenue grew 17%. VSE raised full-year 2026 outlook to 61% to 64% revenue growth and 18.7% to 19% adjusted EBITDA margin. Free cash flow was about $19 million.

VSE (VSEC) Stock Faces Rich Valuation After Strong Margin Growth

Simply Wall St reports VSE shares rose 4.4% to $225.17 after its Q2 release. The quarter showed revenue of $449.1m and basic EPS of $0.92. TTM net income from continuing operations was $83.5m, with a P/E of 75.8x. The article cites margin improvement and acquisition-related leverage and valuation risk.

VSEC sentiment & insider activity

Over the past 7 days, alphai's AI scored 8 news stories mentioning VSEC (VSE CORP). Coverage has skewed bullish: 7 bullish, 1 neutral, and 0 bearish.

Recent VSEC coverage spans earnings and sector analysis.

What's driving VSEC

  • Guidance upside plus margin expansion signals improving profitability and cash generation trajectory into 2H 2026.

    finance.yahoo.com · Aug 7, 2026

  • The article frames VSE’s post-Q2 move as a valuation and execution test, highlighting margin expansion and acquisition-driven leverage.

    simplywall.st · Aug 6, 2026

  • Raised 2026 revenue outlook plus Q2 beat shifts near-term growth expectations, but increases focus on leverage and acquisition integration risk.

    simplywall.st · Aug 6, 2026

  • Results beat expectations with record adjusted EBITDA margin and an updated full-year outlook tied to integration and synergies.

    stockstory.org · Aug 6, 2026

  • Earnings beat with margin expansion is a near-term positive catalyst that can support momentum after the stock’s +3.7% afternoon jump.

    stockstory.org · Aug 6, 2026

alphai scores every news story that mentions VSEC with an AI model for sentiment and relevance, and aggregates insider trades from VSE CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $VSEC

Score
$VSECMedAI 8/10

VSE Q2 Earnings Call Highlights

VSE Corp (NASDAQ:VSEC) reported Q2 adjusted net income of $55 million (+101% YoY) and adjusted diluted EPS of $1.75 (+33%). Management said MRO revenue rose 149% YoY and distribution revenue grew 17%. VSE raised full-year 2026 outlook to 61% to 64% revenue growth and 18.7% to 19% adjusted EBITDA margin. Free cash flow was about $19 million.

VSEC Q2 Deep Dive: Acquisitions, Core Growth, and Margin Expansion Drive Results

VSE Corporation (NASDAQ:VSEC) reported Q2 CY2026 revenue of $449.1 million, up 65% year on year, and non-GAAP EPS of $1.75, 87.5% above consensus, according to the company. Management attributed results to organic growth and early contributions from acquisitions PAG and NorthStar, plus margin expansion with adjusted EBITDA margin at 19.2%. The firm updated its outlook around integration, demand, and synergy capture.

$VSECMedAI 8/10

VSE Corporation (VSEC) Stock Trades Up, Here Is Why

VSE Corporation (NASDAQ:VSEC) shares rose about 3.7% after the company reported strong Q2 2026 results. Non-GAAP EPS was $1.75, above analyst estimates, and revenue grew 65% year over year to $449.1 million. Operating margin increased to 10.9% and adjusted EBITDA reached $86.02 million, exceeding expectations.

$VSECMedAI 8/10

VSE Corporation (NASDAQ:VSEC) Delivers Impressive Q2 CY2026

VSE Corporation (NASDAQ:VSEC) reported Q2 CY2026 results. Revenue rose 65% year over year to $449.1 million, beating Wall Street estimates by 4.8%, and non-GAAP adjusted EPS was $1.75, up from $0.97 and 87.5% above consensus. The company’s operating margin was 10.9%. Analysts expect full-year EPS to fall from $5.07 to $4.83.

$VSECHigh

VSE CORP (VSEC): Results of Operations and Financial Condition

VSE CORP (VSEC) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 vse-prxq2x2026earningsrele.htm VSE CORPORATION EX 99.1 - PRESS RELEASE DATED AUGUST 5, 2026 Document VSE Corporation Announces Second Quarter 2026 Results Record Revenue and Profitability Raises 2026 Guidance MIRAMAR, FLORIDA, August 5, 2026 - VSE Corporation (“VSE” or

VSE Corporation Earnings: What To Look For From VSEC

VSE Corporation (NASDAQ: VSEC) is set to report earnings Wednesday after the bell. Last quarter, it reported revenue of $324.6 million, up 26.8% year over year, and beat analysts on EPS and EBITDA. For the upcoming quarter, analysts expect revenue growth of 57.5% YoY. VSEC is down 13.1% over the past month; average analyst price target is $257.56 versus $206.91.

$GELow

Inside Global Aerospace & Defense Boom: 12 Takeaways From World's Most Important Airshow

Citi analysts led by John Godyn attended the Farnborough International Airshow and reported to clients that channel checks point to accelerating missile demand and new aircraft orders. The note cites positive aftermarket trends for GE and CFM/LEAP engines, supportive secondary-market lease rates for lessors, and expectations for Airbus next-gen narrowbody activity. It also highlights potential M&A and ETN platform growth.

$MSMed

Morgan Stanley stays bullish on aerospace, defense ahead of Q2 earnings By Investing.com

Ahead of Q2 earnings, Morgan Stanley kept a constructive view on aerospace and defense, citing resilient commercial demand, improving aircraft production, and durable aftermarket needs. It noted Boeing 737 MAX at 47 aircraft per month. For defense, it argued a $1.1T FY2027 base budget is underestimated. It downgraded Loar and TransDigm, cut CAE and Voyager, and adjusted price targets for multiple firms.

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