VSE Corporation (VSEC)

VSE Corp.'s stock price increased by 97.74% between October 2, 2024, and October 1, 2025. VSE announced an agreement to acquire Aero 3 for $350 million in cash, expected to close in Q4 2025. VSE priced an underwritten public offering of 2,352,941 shares at $170.00 per share in October 2025. VSE reported record revenue and profitability in Q3 2025, with consolidated revenues increasing by 39% to $283 million. VSE acquired Turbine Weld Industries for approximately $50 million in May 2025. VSE announced an agreement to sell its Fleet segment to One Equity Partners for up to $230 million in February 2025. VSEC pays quarterly dividends, with the last dividend per share being $0.10.

VSE Corporation experiences normal seasonality in its business operations, anticipating its fourth-quarter revenue to be flat to slightly down sequentially compared to the third quarter. The overall aviation aftermarket remains robust, supported by strong passenger demand, high fleet utilization, and a slow pace of aircraft retirements. VSE expects continued strength across the aviation aftermarket through 2026.

VSE Corporation is a diversified aftermarket products and services company operating in the Aerospace & Defense industry. It focuses on enhancing the productivity and longevity of high-value assets through aviation aftermarket distribution and MRO services. VSE specializes in repairing various components and offers supply chain management and consulting services. The company has streamlined its operations by divesting its Federal and Defense Services and Fleet segments to concentrate on its aviation business.

VSE Corporation has a global geographic footprint, particularly in its aviation segment. It operates twelve wheel and brake repair facilities across the U.S., Canada, and the U.K. VSE also has facilities in various U.S. states including Virginia, California, Kansas, Arizona, Florida, Kentucky/Ohio, and Washington. Internationally, the company has a presence in Australia, Singapore, Germany, Connecticut, and Ireland.

VSE Corporation has maintained a positive brand reputation over the past year, driven by strong financial performance and strategic growth initiatives. Analyst sentiment is highly positive, with a consensus rating of "Strong Buy". The company's Q3 2025 earnings and strategic acquisitions have been well-received by the market.

VSE Corporation's ownership is primarily dominated by institutional investors, holding a significant majority of the company's stock. Insiders held approximately 0.72% of the company's shares as of late 2024. Retail investors hold a notable portion of the stock, estimated to be around 7.49% to 38.71%.