Pulling SEC filings + quote and writing the call…

VSE CORP
Next earnings Jul 28, 2026 · consensus $0.95 EPS, $436M rev
Last earnings +5.5% on 2026-05-05
Pure-play aviation aftermarket roll-up with 41% revenue growth, but GAAP earnings are tiny and the stock trades at ~400x.
Sources: SEC EDGAR (CIK 0000102752, latest 10-Q filed 2026-05-08) · analysis by claude-code · as of 6/21/2026, 9:00:43 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
VSE Corporation has reinvented itself as a focused aviation aftermarket distribution and MRO company, having sold its Fleet segment in April 2025 to operate as a 'single reportable segment aligned with the Company's operating segment: Aviation.' The pivot is showing strong top-line momentum: FY2025 revenue grew 41.5% to $1.11B and operating income jumped 52.5% to $89.6M, driven by acquisitions (Turbine Weld, Aero 3, a Pratt & Whitney PT6 fuel-pump program) and 'strong program execution... with original equipment manufacturer distribution and repair partners.' The aviation aftermarket is a high-quality, recurring end-market tied to flight hours and fleet maintenance.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
Unlock with Pro€15/mo · cancel anytime
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $481M | $669M | $544M | $786M | $1.11B |
| Gross profit | — | — | — | — | — |
| Operating income | -$2.71M | $53.6M | $50.1M | $58.8M | $89.6M |
| Net income | $7.97M | $28.1M | $39.1M | $15.3M | $11.7M |
| Diluted EPS | $0.63 | $2.19 | $2.76 | $0.85 | $0.55 |
| Net margin | 1.7% | 4.2% | 7.2% | 1.9% | 1.1% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1046 tracked peers · median
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 1 sale
| 2026-06-15 | EBERHART RALPH E Director | Award | 60.00 @ $198.55 | $11.9K |
| 2026-06-15 | FERGUSON III MARK E Director | Award | 133.00 @ $198.55 | $26.4K |
| 2026-06-12 | Thomas Benjamin E. Chief Operating Officer | Sell | 6.50K @ $196.82 | $1.28M |
| 2026-05-20 | FERGUSON III MARK E Director | Gift | 136.00 | |
| 2026-05-20 | FERGUSON III MARK E Director | Gift | 136.00 | |
| 2026-03-16 | EBERHART RALPH E Director | Award | 62.00 @ $194.08 | $12.0K |
| 2026-03-16 | FERGUSON III MARK E Director | Award | 136.00 @ $194.08 | $26.4K |
| 2026-03-10 | Thomas Benjamin E. Chief Operating Officer | Exercise | 1.31K | |
| 2026-03-10 | Thomas Benjamin E. Chief Operating Officer | Award | 3.64K | |
| 2026-03-10 | Thomas Benjamin E. Chief Operating Officer | Tax | 1.95K @ $216.47 | $422K |
| 2026-03-10 | CUOMO JOHN A CEO and President | Exercise | 6.69K | |
| 2026-03-10 | CUOMO JOHN A CEO and President | Award | 20.1K |