VSE (NASDAQ:VSEC) Announces Quarterly Earnings Results

VSE (NASDAQ:VSEC) announced its earnings results on Tuesday. The construction company reported $1.17 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.24, FiscalAI reports. The company had revenue of $324.58 million during the quarter, compared to the consensus estimate of $310.16 million. VSE had a net margin of 1.84% and a return on equity of 7.60%. VSE’s revenue was up 26.8% compared to the same quarter last year. During the same period last year, the firm earned $0.78 earnings per share.

VSE Stock Performance

NASDAQ:VSEC traded up $9.32 during midday trading on Tuesday, hitting $177.43. The company’s stock had a trading volume of 576,035 shares, compared to its average volume of 518,470. The company has a debt-to-equity ratio of 0.20, a current ratio of 3.76 and a quick ratio of 1.43. VSE has a fifty-two week low of $112.50 and a fifty-two week high of $232.61. The firm’s 50 day moving average is $198.50 and its 200-day moving average is $190.55. The firm has a market cap of $4.98 billion, a P/E ratio of 199.36, a P/E/G ratio of 1.54 and a beta of 1.25.

VSE Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 29th. Investors of record on Wednesday, April 15th were issued a $0.10 dividend. This represents a $0.40 annualized dividend and a yield of 0.2%. The ex-dividend date was Wednesday, April 15th. VSE’s dividend payout ratio is 44.94%.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on VSEC shares. Stifel Nicolaus raised their target price on shares of VSE from $250.00 to $260.00 and gave the company a “buy” rating in a research note on Monday, March 2nd. Jefferies Financial Group started coverage on shares of VSE in a research note on Tuesday. They issued a “buy” rating and a $210.00 target price for the company. Zacks Research upgraded shares of VSE from a “hold” rating to a “strong-buy” rating in a research note on Monday, April 27th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of VSE in a report on Friday, April 24th. Finally, B. Riley Financial raised their price target on shares of VSE from $208.00 to $258.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Two investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Buy” and an average price target of $223.13.

Institutional Trading of VSE

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Goldman Sachs Group Inc. raised its holdings in shares of VSE by 10.4% during the first quarter. Goldman Sachs Group Inc. now owns 346,390 shares of the construction company’s stock worth $41,563,000 after purchasing an additional 32,489 shares during the last quarter. New York State Common Retirement Fund boosted its holdings in VSE by 11.1% in the fourth quarter. New York State Common Retirement Fund now owns 274,865 shares of the construction company’s stock valued at $47,488,000 after purchasing an additional 27,448 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in VSE by 56.6% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 50,422 shares of the construction company’s stock valued at $6,050,000 after purchasing an additional 18,220 shares during the last quarter. Royal Bank of Canada boosted its holdings in VSE by 34.2% in the first quarter. Royal Bank of Canada now owns 13,139 shares of the construction company’s stock valued at $1,576,000 after purchasing an additional 3,350 shares during the last quarter. Finally, AQR Capital Management LLC purchased a new stake in VSE in the first quarter valued at $247,000. Institutional investors and hedge funds own 91.54% of the company’s stock.

VSE News Summary

Here are the key news stories impacting VSE this week:

• Positive Sentiment: Q1 results beat expectations — EPS and revenue topped consensus, GAAP net income and adjusted EBITDA rose strongly year‑over‑year, signaling margin improvement and better profitability. VSE Corporation (NASDAQ:VSEC) Beats Expectations in Strong Q1 CY2026, Stock Soars VSE Q1 Press Release (PDF)
• Positive Sentiment: VSE completed the $2.025 billion acquisition of Precision Aviation Group, creating a larger aviation aftermarket platform with many locations and repair facilities — this expands scale, revenue base and cross‑sell opportunities. VSE Corporation Completes Acquisition of Precision Aviation Group
• Positive Sentiment: Analyst coverage: Jefferies initiated coverage with a Buy and a $210 price target, reinforcing bullish sentiment and providing a broker-backed upside estimate for investors. Benzinga coverage (Jefferies initiation)
• Neutral Sentiment: FY‑2026 revenue guidance was reiterated/updated to roughly $1.7B–$1.8B, which is in line with consensus — guidance reduces uncertainty but didn’t materially exceed expectations. (Company guidance entry reported afternoon of the release.)
• Neutral Sentiment: Pre‑announcement coverage and previews drew attention to the print ahead of the release, increasing visibility but not changing fundamentals by themselves. Earnings To Watch: VSE Reports Q1 Results Tomorrow
• Negative Sentiment: Valuation and technicals may concern some investors — trailing P/E is very high (~199), and the stock was trading below its 50‑day and 200‑day moving averages prior to the move; the big acquisition also introduces integration and financing risk despite strategic benefits.

About VSE

VSE Corporation (NASDAQ: VSEC) is a provider of aftermarket distribution and supply chain management services serving both government and commercial markets. The company’s solutions span a wide range of industries, with particular emphasis on defense, aerospace and transportation. VSE’s core mission is to ensure mission readiness by delivering critical parts, maintenance and technical support for equipment throughout its lifecycle.

Through its Distribution Services segment, VSE sources, markets and distributes replacement parts and components for commercial truck, bus, rail and specialty vehicle applications.