VSE CorpVSEC
VSEC
About: VSE Corp is a diversified aftermarket products and services company providing repair services, parts distribution, logistics, supply chain management and consulting services for land, sea and air transportation assets to commercial and government markets. Its operations include supply chain management solutions, parts supply and distribution, and maintenance, repair and overhaul (MRO) services for vehicle fleet, aviation, maritime and other customers. Its reportable segments are; Aviation and Fleet. Majority of the revenue for the company is generated from the Aviation segment which is a provider of aftermarket parts distribution and MRO services for components and engine accessories supporting commercial, business and general aviation operators.
Employees: 1,200
0
Funds holding %
of 7,398 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
254% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 13
156% more call options, than puts
Call options by funds: $1.53M | Put options by funds: $596K
92% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 38
37% more capital invested
Capital invested by funds: $1.46B [Q3] → $2.01B (+$548M) [Q4]
22% more funds holding
Funds holding: 147 [Q3] → 179 (+32) [Q4]
18.98% more ownership
Funds ownership: 95.81% [Q3] → 114.79% (+18.98%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 5 [Q3] → 5 (+0) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$134
10%
upside
Avg. target
$134
10%
upside
High target
$134
10%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Truist Securities Michael Ciarmoli 57% 1-year accuracy 36 / 63 met price target | 10%upside $134 | Buy Maintained | 4 Mar 2025 |
Financial journalist opinion
Based on 4 articles about VSEC published over the past 30 days
Neutral
Business Wire
7 hours ago
VSE Corporation Completes Sale of Fleet Segment
MIRAMAR, Fla.--(BUSINESS WIRE)--VSE Corporation (“VSE” or the “Company”) (NASDAQ: VSEC), a leading provider of aftermarket distribution and repair services, announced today that the Company has completed the sale of its Fleet business segment, Wheeler Fleet Solutions, to One Equity Partners (“OEP”) for up to $230 million in total consideration. “The sale of our Fleet business marks the completion of VSE's strategic transformation into a pure-play aviation aftermarket parts and services provider.
Neutral
Investors Business Daily
2 weeks ago
As Boeing Stock Skids, This Partner Navigates A Breakout In Stormy Market
While Boeing stock remains grounded, aviation partner VSE fights market headwinds to test a breakout, boosted by strong demand. The post As Boeing Stock Skids, This Partner Navigates A Breakout In Stormy Market appeared first on Investor's Business Daily.
Neutral
Business Wire
3 weeks ago
VSE Corporation Declares Quarterly Cash Dividend
MIRAMAR, Fla.--(BUSINESS WIRE)--VSE Corporation (“VSE” or the “Company”) (NASDAQ: VSEC), a leading provider of aftermarket distribution and repair services, announced that the Company's Board of Directors has declared a regular quarterly cash dividend of $0.10 per share of VSE common stock. The dividend is payable on May 15, 2025, to stockholders of record at the close of business on May 1, 2025. ABOUT VSE CORPORATION VSE is a leading provider of aftermarket distribution and repair services. Op.
Positive
Investors Business Daily
4 weeks ago
VSE Stock Nears Buy Point As Company Focuses On Core Business
This aviation services stock is back near a high after the company's turnaround earnings report last week. The company is refocusing on its aviation business.
Neutral
Seeking Alpha
1 month ago
VSE Corporation (VSEC) Q4 2024 Earnings Call Transcript
VSE Corporation (NASDAQ:VSEC ) Q4 2024 Earnings Conference Call February 27, 2025 8:30 AM ET Company Participants Michael Perlman - Vice President, Investor Relations & Treasury John Cuomo - President & Chief Executive Officer Adam Cohn - Chief Financial Officer Conference Call Participants Sheila Kahyaoglu - Jefferies Ken Herbert - RBC Capital Markets Michael Ciarmoli - Truist Louie Dipalma - William Blair Jeff Van Sinderen - B. Riley Securities Josh Sullivan - Benchmark Operator Good morning, and welcome to the VSE Corporation Fourth Quarter and Full Year 2024 Results Conference Call.
Neutral
Business Wire
1 month ago
VSE Corporation Announces Fourth Quarter and Full Year 2024 Results
MIRAMAR, Fla.--(BUSINESS WIRE)--VSE Corporation (NASDAQ: VSEC; “VSE”, or the “Company”), a leading provider of aftermarket distribution and repair services, announced results for the fourth quarter and full year 2024. FOURTH QUARTER 2024 RESULTS(1) (As compared to the Fourth Quarter 2023) Total Revenues of $299.0 million increased 27% GAAP Net Income of $15.5 million increased 21% GAAP EPS (Diluted) of $0.77 decreased 6% Adjusted EPS(2) (Diluted) of $0.90 increased 6% Adjusted EBITDA(2) of $39.
Neutral
Business Wire
1 month ago
VSE Corporation Announces Executive Leadership Appointments Supporting Business Transformation and Growth Strategy
MIRAMAR, Fla.--(BUSINESS WIRE)--VSE Corporation (“VSE” or the “Company”) (NASDAQ: VSEC), a leading provider of aftermarket distribution and repair services, today announced executive leadership appointments supporting the Company's business transformation to a pure-play aviation aftermarket parts and services provider. Following the recently announced Fleet segment divestiture, these changes are designed to support the Company's future growth and strategic priorities and drive a more streamline.
Neutral
Business Wire
1 month ago
One Equity Partners Agrees to Acquire Wheeler Fleet Solutions
NEW YORK--(BUSINESS WIRE)-- #acquisition--OEP Agrees to Acquire Wheeler Fleet Solutions.
Neutral
Business Wire
1 month ago
VSE Corporation Announces Agreement to Sell Fleet Segment
MIRAMAR, Fla.--(BUSINESS WIRE)--VSE Corporation (“VSE” or the “Company”) (NASDAQ: VSEC), a leading provider of aftermarket distribution and repair services, announced today that the Company has entered into a definitive agreement to sell its Fleet business segment, Wheeler Fleet Solutions, to One Equity Partners (“OEP”) for up to $230 million in total consideration. VSE's Fleet segment or Wheeler Fleet Solutions is a leading part distributor and engineering solutions provider servicing the medi.
Positive
Zacks Investment Research
1 month ago
Wall Street Analysts Predict a 25.07% Upside in VSE (VSEC): Here's What You Should Know
The mean of analysts' price targets for VSE (VSEC) points to a 25.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
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