VSE CORP
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VSE Corp (VSEC) shares fell 5.1% to $178.08, down 26% in the past month. GF Value™ estimates the stock is 11.5% overvalued at $178.08 vs. $159.69. Insiders sold $5.5M in shares over 12 months. The GF Score™ is 83/100, with strong growth but weak financial strength and profitability.
Guggenheim initiated VSE Corporation (VSEC) with a neutral rating, citing margin concerns and the need for operational improvements. The company reported Q2 2026 earnings of $1.75 per share on $449.1M revenue, beating estimates. Stifel raised its price target to $260, maintaining a Buy rating. VSEC's EBITDA grew 98% YoY to $86M, with margins expanding to 19.2%.
VSE Corporation (VSEC) reported Q2 revenue of $449.1M, up 65% YoY, with organic growth of 14%. Adjusted EBITDA rose to $86.0M, with a margin of 19.2%. The company completed two major acquisitions, raising full-year guidance. Debt increased to $966.7M, and free cash flow was negative $50.0M for H1 2026. The stock trades at 25x forward earnings.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning VSEC (VSE CORP). Coverage has been balanced: 1 bullish, 0 neutral, and 1 bearish.
Recent VSEC coverage spans earnings, financial news and insider activity.
In the last 30 days, VSEC insiders filed 4 SEC Form 4 transactions — no purchases and 4 sales ($294K). The most active reporter was CUOMO JOHN A, CEO and President, with 4 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
The price decline reflects weak investor confidence amid overvaluation and insider selling.
Earnings beat and analyst coverage may boost VSEC price in the short term.
Strong earnings beat and higher guidance could drive the stock higher, but elevated debt and negative free cash flow pose downside risks.
Overvaluation and insider selling suggest downside risk.
Earnings report may affect stock price.
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.
VSE Corp (VSEC) shares fell 5.1% to $178.08, down 26% in the past month. GF Value™ estimates the stock is 11.5% overvalued at $178.08 vs. $159.69. Insiders sold $5.5M in shares over 12 months. The GF Score™ is 83/100, with strong growth but weak financial strength and profitability.
2 min readGuggenheim initiated VSE Corporation (VSEC) with a neutral rating, citing margin concerns and the need for operational improvements. The company reported Q2 2026 earnings of $1.75 per share on $449.1M revenue, beating estimates. Stifel raised its price target to $260, maintaining a Buy rating. VSEC's EBITDA grew 98% YoY to $86M, with margins expanding to 19.2%.
2 min readVSE Corporation (VSEC) reported Q2 revenue of $449.1M, up 65% YoY, with organic growth of 14%. Adjusted EBITDA rose to $86.0M, with a margin of 19.2%. The company completed two major acquisitions, raising full-year guidance. Debt increased to $966.7M, and free cash flow was negative $50.0M for H1 2026. The stock trades at 25x forward earnings.
3 min readVSE Corp (VSEC) shares rose 3.1% to $202.50. GuruFocus estimates the stock is 27.7% overvalued, with a GF Value of $158.59. The company has a GF Score of 82/100, indicating strong growth but weak profitability. Insiders sold $5.5M in shares over the past year.
2 min readTranscat (TRNS) beat estimates but fell 6.9%, trading at $85.56. Fastenal (FAST) reported $2.39B revenue, up 14.7%, and rose 1.8% to $47.90. W.W. Grainger (GWW) reported $5.02B revenue, up 10.3%, but fell 6.4% to $1,284. MSC Industrial (MSM) reported $1.05B revenue, up 7.8%, and fell 2.1% to $116.47.
3 min readCUOMO JOHN A (CEO and President) sold 17,500 shares of VSE CORP (VSEC) at an average of $242.49 ($238.66–$245.04, $4.24M total) across 8 trades on 2026-08-17 under a Rule 10b5-1 trading plan.
1 min readShares of Belden (BDC), Timken (TKR), ArcBest (ARCB), Acuity Brands (AYI), and VSE Corporation (VSEC) fell 1.6% to 4.9% after U.S. industrial production grew 0.2% in July, below expectations. Belden reported Q2 revenue of $750.2M, EPS of $2.34, and guided Q3 revenue to $960M, up 12.9% from estimates.
5 min readA VSE Corp (VSEC) shareholder filed a Form 144 notice to sell 24,065 shares, valued at $5.86M, acquired as RSUs in March 2026. Sales may occur on or after August 17, 2026, through a broker.
2 min readVSE Corp (VSEC) Q2 2026 earnings call said it delivered record revenue and profitability. Revenue rose to $449 million, up 65% YoY, with 14% organic growth. Adjusted EBITDA was $86 million, up 98% YoY, and margin reached a record 19.2%. VSE said it closed the PAG deal May 5 (~$2B) and NorthStar on April 1, and raised full-year revenue and margin guidance.
4 min readSimply Wall St reports VSE (VSEC) after its Q2 2026 results. The company raised full-year revenue guidance to 61% to 64% growth, and reaffirmed a regular quarterly dividend of $0.10 per share. The article cites valuation views including a fair value of $263.11 versus a $230.70 close and a DCF value of $343.16.
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