VSE Corporation (VSEC)

In Q3 2025, VSE Corporation reported strong results, exceeding analyst forecasts, and announced the acquisition of Arrow3. VSE Corp. priced a public offering of 2.35 million shares at $170 each. The company declared a regular quarterly cash dividend of $0.10 per share, payable on January 29, 2026. Several research firms initiated or reiterated positive ratings and increased price targets for VSEC. The stock reached a new 52-week high in January 2026, trading as high as $205.84, and was up 23.13% over the past 30 days and 121.67% over the past 12 months as of January 12, 2026.

The demand for VSE Corp.'s aviation aftermarket products and services is influenced by broader trends in the aviation industry, including macroeconomic cycles, airline profitability, world trade policies, geopolitical events, disease outbreaks, environmental regulations, and technological changes. The global airline industry's recovery and the rising age of aircraft fleets drive demand for MRO services. The MRO market is expected to surpass pre-pandemic levels and continue growing. Specific seasonal patterns for VSE Corp.'s products and services are not detailed in the provided information.

VSE Corporation (VSEC) is a global provider of aftermarket distribution and repair services, primarily focused on the aviation sector, operating within the Industrial Goods sector, specifically in the Aerospace & Defense Products & Services industry. The company's core business revolves around enhancing the productivity and longevity of high-value, business-critical aviation assets. Its major products and services in the Aviation segment include aftermarket parts distribution, maintenance, repair, and overhaul (MRO) services, specialized products, and OEM licensed manufacturing services.

VSE Corp. has a global presence with facilities in the United States (including Miramar, Florida, which serves as its headquarters, along with locations in Virginia, California, Kansas, Arizona, Kentucky/Ohio, Washington, and Connecticut), Europe (United Kingdom and Germany), Australia, and Singapore.

VSE Corp. is a leading provider of aftermarket services, focused on enhancing the productivity and longevity of its customers' assets. The company's strategic transformation, strong financial performance, and strategic acquisitions contribute to a positive perception. Analyst ratings are predominantly "Buy" or "Outperform," indicating a favorable view. However, some investment analyses have raised concerns about valuation, gross margin, cash-burning history, and return on invested capital.

Institutional investors hold a significant portion of VSE Corp.'s shares, with 91.54% of the stock held by institutions, including T. Rowe Price Investment Management, Inc., BlackRock, Inc., and Vanguard Group Inc. Individual investors hold 6.44% of the company's shares, including Calvin S. Koonce and F. Scott Koonce.