VSE Corporation (VSEC)

VSE Corp. experienced a 71.17% share price increase between April 7, 2025, and April 2, 2026. The company announced public offerings of common stock and tangible equity units in early 2026. A definitive agreement to acquire Precision Aviation Group (PAG) for approximately $2.025 billion was announced on January 29, 2026. VSE reported its fourth-quarter and full-year 2025 results on February 25, 2026, highlighting record performance and surpassing $1 billion in annual revenue. VSE also declared a regular quarterly cash dividend of $0.10 per share, payable on April 29, 2026.

There is an indication of demand seasonality for VSE Corp.'s products and services. Management has cautioned that first-quarter margins are expected to decline sequentially from the fourth quarter of 2025 due to seasonality and inventory ramp-up, but margins are anticipated to improve year-over-year.

VSE Corporation is a diversified aftermarket products and services company focused on becoming a pure-play aviation aftermarket company, operating in the Aerospace & Defense industry. The company provides aftermarket parts distribution and MRO services for air transportation assets, serving a global client base. VSE previously had a fleet segment that was divested as part of its portfolio transformation.

VSE Corporation serves a global client base and is headquartered in Miramar, Florida, with facilities in California, Kansas, and the UK. The acquisition of Precision Aviation Group (PAG) will expand its footprint to 60 locations in eight countries.

VSE Corporation's brand reputation has been positively impacted by its strategic transformation and strong financial performance. The company completed its transition to a pure-play aviation aftermarket company and surpassed $1 billion in annual revenue in 2025. The acquisition of Precision Aviation Group (PAG) is expected to expand VSE's scale and strengthen its capabilities. VSE has secured new organic growth awards, including agreements with Pratt & Whitney Canada.

VSE Corporation's ownership is predominantly institutional, with 271 institutional owners and shareholders holding 23,604,880 shares as of April 10, 2026. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Capital Research Global Investors and State Street Corp. Institutional ownership has shown an upward trend since 2023. Calvin Scott Koonce was noted as a significant individual owner as of January 2025.