VSEC

VSE Corp

Add to Watchlist

Advanced Chart

174.660

-1.28(-0.728%)1D

Line

Candle

YTD

High

177.910

Open

174.820

VWAP

175.98

Vol

194.43K

Mkt Cap

4.09B

Low

174.010

Amount

34.22M

EV/EBITDA(TTM)

30.32

Total Shares

18.41M

4.46B

EV/OCF(TTM)

99.79

P/S(TTM)

2.72

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.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q2

FY2026Q1

FY2025Q4

317.88M

+16.81%

1.056

+8.91%

302.12M

+18%

0.949

+21.72%

283.38M

-5.23%

0.815

-9.43%

Estimates Revision

The market is revising Downward the revenue expectations for VSE Corporation (VSEC) for FY2025, with the revenue forecasts being adjusted by -0.05% over the past three months. During the same period, the stock price has changed by 11.83%.

Revenue Estimates for FY2025

Revise Downward

-0.05%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+1.08%

In Past 3 Month

Stock Price

Go Up

+11.83%

In Past 3 Month

7 Analyst Rating

Wall Street analysts forecast VSEC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VSEC is 192.40 USD with a low forecast of 180.00 USD and a high forecast of 199.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

7 Buy

0 Hold

0 Sell

Strong Buy

Current: 174.660

Low

180.00

Averages

192.40

High

199.00

Current: 174.660

Low

180.00

Averages

192.40

High

199.00

RBC Capital

Outperform

maintain

$180 -> $200

2025-10-29

Reason

RBC Capital

Price Target

$180 -> $200

2025-10-29

maintain

Outperform

Reason

RBC Capital raised the firm's price target on VSE Corp. to $200 from $180 and keeps an Outperform rating on the shares after its Q3 earnings beat. The company pulled its earnings forward a day to announce a $350M acquisition of Aero 3, a wheel & brake MRO specialist that also provides distribution, and a $400M equity follow-on offering to fund the deal, the analyst tells investors in a research note. RBC adds that it sees Aero 3 providing significant cross-selling opportunities on top of a strong fundamental set up for VSE into 2026.

Truist

Michael Ciarmoli

Buy

maintain

$177 -> $201

2025-10-29

Reason

Truist

Michael Ciarmoli

Price Target

$177 -> $201

2025-10-29

maintain

Buy

Reason

Truist analyst Michael Ciarmoli raised the firm's price target on VSE Corp. to $201 from $177 and keeps a Buy rating on the shares after its Q3 earnings beat. The company also raised its margin and revenue guidance for 2025, and the firm believes that the acquisition of Aero 3 will be at least 16% accretive to 2026 EPS while being accretive to 2026 adjusted EBITDA margins by about 60bps, the analyst tells investors in a research note. This acquisition should set the table for further VSE margin expansion and continued above market growth in the coming period, the firm added.

B. Riley

maintain

$185 -> $198

2025-10-23

Reason

B. Riley

Price Target

$185 -> $198

2025-10-23

maintain

Reason

B. Riley raised the firm's price target on VSE Corp. to $198 from $185 and keeps a Buy rating on the shares. The company is positioned to report solid Q3 results due to continued momentum from its pure-play aviation strategy, the analyst tells investors in a research note. Riley has confidence in VSE's ability to execute on its growth strategy and capitalize on favorable aviation aftermarket dynamics.

Deutsche Bank

Scott Deuschle

Buy

initiated

$195

2025-10-20

Reason

Deutsche Bank

Scott Deuschle

Price Target

$195

2025-10-20

initiated

Buy

Reason

Deutsche Bank analyst Scott Deuschle initiated coverage on Friday morning of VSE Corp. with a Buy rating and $195 price target, which offers 24% upside potential. VSE is a pure-play commercial aftermarket company that is posting driving above-market growth, the analyst tells investors in a research note. The firm cites the company's "strong" double-digit organic EBITDA compounding and high "M&A optionality" for the Buy rating.

Deutsche Bank

NULL -> Buy

initiated

$195

2025-10-17

Reason

Deutsche Bank

Price Target

$195

2025-10-17

initiated

NULL -> Buy

Reason

Deutsche Bank initiated coverage of VSE Corp. with a Buy rating and $195 price target.

Wolfe Research

Outperform

initiated

$190

2025-09-29

Reason

Wolfe Research

Price Target

$190

2025-09-29

initiated

Outperform

Reason

Wolfe Research initiated coverage of VSE Corp. with an Outperform rating and $190 price target, which offers 15% upside. The firm believes the company is positioned for "significant" sales and earnings growth in 2025 due to solid organic growth and the Kellstrom deal, which closed in December 2024. VSE's completed aerospace transformation and push for higher value offerings provides a runway for further share upside, the analyst tells investors in a research note.

See All Ratings

Valuation Metrics

The current forward P/E ratio for VSE Corp (VSEC.O) is 44.78, compared to its 5-year average forward P/E of 20.48. For a more detailed relative valuation and DCF analysis to assess VSE Corp 's fair value, click here.

Forward PE
Forward EV/EBITDA
Forward PS

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Strongly Overvalued

5Y Average PE

20.48

Current PE

44.78

Overvalued PE

28.63

Undervalued PE

12.33

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Strongly Overvalued

5Y Average EV/EBITDA

11.90

Current EV/EBITDA

20.38

Overvalued EV/EBITDA

15.39

Undervalued EV/EBITDA

8.40

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

N/A

5Y Average PS

1.96

Current PS

175.94

Overvalued PS

14.35

Undervalued PS

-10.44