VSE Corp. price target raised to $110 from $100 at Jefferies
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 16 2024
0mins
Should l Buy VSEC?
Analyst Upgrade: Jefferies analyst Sheila Kahyaoglu raised the price target for VSE Corp. from $100 to $110 while maintaining a Buy rating, following the company's announcement of acquiring Kellstrom Aerospace for $200M.
Positive Earnings Preannouncement: VSE Corp. preannounced Q3 earnings that exceeded consensus estimates, with the acquisition expected to enhance adjusted EPS and EBITDA margins next year.
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Analyst Views on VSEC
Wall Street analysts forecast VSEC stock price to rise
7 Analyst Rating
7 Buy
0 Hold
0 Sell
Strong Buy
Current: 170.890
Low
195.00
Averages
206.50
High
222.00
Current: 170.890
Low
195.00
Averages
206.50
High
222.00
About VSEC
VSE Corporation is a provider of aviation distribution and repair services for the commercial and business and general aviation (BG&A) aftermarkets. The Company's aftermarket parts distribution and maintenance, repair, and overhaul (MRO) services support engine component and engine and airframe accessory part distribution and repair services for commercial and BG&A operators. The Company is an authorized distributor of OEM turbine engine parts, avionics, actuation, airframe components and tires. It specializes in repairing high-flow/high-temp pneumatics, fuel accessories, electrical accessories, avionics, engine components, engine and airframe accessories, interiors, cargo systems, and wheels and brakes.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strategic Acquisition Advancement: On January 29, VSE entered into a definitive agreement to acquire Precision Aviation Group for $1.75 billion, which is expected to significantly enhance the company's scale and engine and component service capabilities, driving future profitability growth.
- EBITDA Surge: The adjusted EBITDA for Q4 reached $52 million, reflecting a 55% year-over-year increase, showcasing the company's success in cost control and operational efficiency, with projected EBITDA margins for 2026 expected to be between 16.8% and 17.3%.
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See More
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- Earnings Beat: VSE Corporation reported a Q4 non-GAAP EPS of $1.16, exceeding expectations by $0.27, which reflects strong profitability and boosts investor confidence in the company's financial health.
- Slight Revenue Growth: The company achieved Q4 revenue of $301.2 million, a 0.7% year-over-year increase, surpassing market expectations by $11.65 million, indicating stable revenue performance in a competitive landscape.
- 2026 Revenue Outlook: VSE anticipates consolidated full-year 2026 revenue growth of approximately 19% to 23%, primarily driven by the Aero 3 and Turbine Weld acquisitions, showcasing the company's proactive strategy in business expansion.
- EBITDA Margin Guidance: The expected adjusted EBITDA margin for 2026 is between 16.8% and 17.3%, reflecting contributions from acquisitions and anticipated organic margin expansion, further solidifying the company's financial stability.
See More
