Loading...

Aftermarket Aviation MRO Will Benefit From Next Generation Engine Platforms

Published
24 Sep 24
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
US$174.26
4.6% undervalued intrinsic discount
04 Sep
US$166.24
Loading
1Y
100.0%
7D
2.4%

Author's Valuation

US$174.3

4.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Increased 2.76%

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.