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Aftermarket Aviation MRO Will Benefit From Next Generation Engine Platforms

Published
24 Sep 24
Updated
18 Oct 25
AnalystConsensusTarget's Fair Value
US$187.45
3.7% undervalued intrinsic discount
18 Oct
US$180.42
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1Y
69.8%
7D
6.2%

Author's Valuation

US$187.453.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on18 Oct 25
Fair value Increased 2.37%

Narrative Update on VSE Analyst Price Target Analysts have raised VSE's fair value estimate from $183.12 to $187.45. They cite the company’s completed aerospace transformation, recent accretive acquisitions, and promising outlook for sales and earnings growth as key factors underpinning this upward revision.

Shared on27 Aug 25
Fair value Increased 7.98%

The consensus price target for VSE was revised upward as analysts now expect significantly stronger revenue growth, despite a notable decline in net profit margin, resulting in a new fair value estimate of $174.26. What's in the News VSE Corporation reaffirmed full year 2025 earnings guidance, projecting 35% to 40% revenue growth driven by organic performance and contributions from TCI and Kellstrom acquisitions.

Shared on04 Aug 25
Fair value Increased 14%

Despite a moderation in consensus revenue growth forecasts, a notable expansion in VSE's Future P/E multiple has driven the consensus analyst price target higher from $148.75 to $169.58. What's in the News VSE Corporation reaffirmed full-year 2025 guidance, expecting 35% to 40% revenue growth, reflecting current business performance and contributions from the TCI and Kellstrom acquisitions.

Shared on01 May 25
Fair value Increased 76%

Shared on23 Apr 25
Fair value Decreased 43%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.3%.

Shared on17 Apr 25
Fair value Decreased 0.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

Shared on02 Apr 25
Fair value Increased 7.93%

Shared on26 Mar 25

AnalystConsensusTarget has decreased revenue growth from 10.0% to 6.5%.

Shared on19 Mar 25
Fair value Decreased 0.45%

AnalystConsensusTarget has decreased revenue growth from 13.0% to 10.0% and increased future PE multiple from 29.5x to 32.9x.

Shared on11 Mar 25
Fair value Increased 11%

AnalystConsensusTarget has decreased revenue growth from 18.8% to 13.0% and increased future PE multiple from 21.2x to 29.5x.