VSE Corporation

NasdaqGS:VSEC Lagerbericht

Marktkapitalisierung: US$5.4b

VSE Management

Management Kriterienprüfungen 2/4

VSE CEO ist John Cuomo , ernannt in Apr 2019, hat eine Amtszeit von 7.08 Jahren. Die jährliche Gesamtvergütung beträgt $8.97M , bestehend aus 11.2% Gehalt und 88.8% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.67% der Aktien des Unternehmens, im Wert von $35.76M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 1.7 Jahre bzw. 7.8 Jahre.

Wichtige Informationen

John Cuomo

Geschäftsführender

US$9.0m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts11.15%
Amtszeit als Geschäftsführer7.1yrs
Eigentum des Geschäftsführers0.7%
Durchschnittliche Amtszeit des Managements1.7yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder7.8yrs

Jüngste Management Updates

Recent updates

Analyseartikel 16h

VSE Corporation Just Beat EPS By 27%: Here's What Analysts Think Will Happen Next

VSE Corporation ( NASDAQ:VSEC ) just released its quarterly report and things are looking bullish. It was overall a...
Analyse-Update May 01

VSEC: Aero Aftermarket Cycle Will Support 2026 Margin Expansion

The analyst price target for VSE has been reduced by about $4, as analysts factor in slightly lower revenue growth and margin expectations, along with a higher assumed P/E multiple based on recent Street research updates. Analyst Commentary Recent Street research on VSE has been active, with several firms updating their price targets following the latest Q4 earnings and management outlook.
Analyse-Update Apr 17

VSEC: Aero Aftermarket And M&A Integration Will Support 2026 Margin Expansion

The analyst price target for VSE has been adjusted slightly lower to approximately $256 from about $258, as analysts factor in updated assumptions for discount rates, revenue growth, profit margins, and future P/E expectations following recent research updates across the Street. Analyst Commentary Recent research on VSE clusters around higher price targets grounded in updated forecasts for revenue, margins, and the contribution from recent transactions, with only one more cautious adjustment at the margin.
Analyse-Update Apr 02

VSEC: 2026 Aftermarket Execution And M&A Integration Will Support Margin Expansion

Analysts trimmed the blended fair value estimate for VSE to about $258 per share, down from roughly $262, as updated models reflect slightly lower margin and P/E assumptions, even as recent price target moves cite healthy commercial aero aftermarket trends, updated post-earnings estimates, and potential upside from PT6 and APU agreements and pending PAG acquisitions. Analyst Commentary Recent research updates on VSE point to a generally constructive tone, with most price target moves tied to Q4 results, updated estimates, and expectations around commercial aero aftermarket conditions and new program wins.
Analyse-Update Mar 19

VSEC: 2026 Aftermarket Execution And M&A Activity Are Expected To Support Margins

VSE's updated analyst price target has moved higher into the mid $260s, supported by analysts citing stronger Q4 results, healthier commercial aero aftermarket conditions, and company guidance that points to revenue growth and margin expansion into 2026. Analyst Commentary Recent Street research on VSE clusters around a tighter range of higher price targets in the mid to high $260s, with most updates tied to Q4 results, guidance through 2026, and the health of the commercial aero aftermarket.
Analyse-Update Mar 04

VSEC: 2026 Aftermarket Execution And M&A Are Expected To Support Margins

The analyst fair value estimate for VSE has moved from $234.52 to $262.00. This reflects updated Street price targets in the $250 to $273 range as analysts factor in management's 2026 revenue outlook, expected EBITDA margin expansion, and recent aftermarket contract wins and M&A activity.
Analyse-Update Feb 18

VSEC: Sector Momentum And Offerings Are Expected To Support Future Margins

Narrative Update on VSE Our analyst price target for VSE has moved from $225.03 to $234.52. This reflects updated views on slightly lower revenue growth assumptions, higher profit margins, and a modestly higher future P/E in line with recent price target increases from multiple firms covering the aerospace and defense group.
Analyse-Update Feb 03

VSEC: Sector Momentum And Aftermarket Demand Are Expected To Support Future Margins

Analysts have lifted their price targets on VSE, supporting a move in our fair value estimate from US$212.84 to US$225.03. They attribute this change to updated assumptions for revenue growth, profit margins, discount rates, and a lower future P/E multiple across recent sector research.
Seeking Alpha Jan 26

VSE Corporation: M&A As An Aerospace Growth Engine

Summary VSE Corporation has fully pivoted to aviation, divesting non-core segments and aggressively expanding its MRO and parts distribution footprint. VSEC targets 11% annual sales growth, 23% EBITDA growth, and expects free cash flow to turn positive in 2026, supporting a buy rating. Shareholder dilution risk remains due to acquisition funding, but future deals are likely to be debt-financed as leverage targets 3x-3.5x. My price target is $227.89, reflecting moderate risk, improved margins, and upside as the market prices VSEC on forward aerospace-focused earnings. Read the full article on Seeking Alpha
Analyse-Update Jan 20

VSEC: Aero 3 Integration And Sector Tailwinds Will Support Future Margin Expansion

Our VSE analyst price target edges higher to about US$213 from US$208, with analysts pointing to updated expectations for slightly stronger revenue growth, improved profit margins, and a lower future P/E multiple, supported by recent price target increases from US$201 to US$222 and US$233 in Street research. Analyst Commentary Recent Street research on VSE centers on higher price targets, updated sector views for aerospace and defense, and company specific expectations around margins, revenue, and the Aero 3 acquisition.
Analyseartikel Jan 09

VSE Corporation's (NASDAQ:VSEC) Share Price Matching Investor Opinion

VSE Corporation's ( NASDAQ:VSEC ) price-to-earnings (or "P/E") ratio of 79.5x might make it look like a strong sell...
Analyse-Update Jan 06

VSEC: Aero 3 Acquisition Will Support Margin Expansion And EPS Accretion

Analysts have nudged their price expectations for VSE higher, with the average target moving from about US$207.51 to roughly US$208.06. They cite recent target increases that reference stronger margin guidance, revenue outlook and expected earnings accretion from the Aero 3 acquisition.
Analyse-Update Dec 15

VSEC: Aero 3 Acquisition Will Drive Margin Expansion And Earnings Upside

Analysts have nudged their fair value estimate for VSE slightly higher to approximately $207.51 from about $207.07, citing a higher Street price target following recent initiations and raises that highlight the accretive impact of the Aero 3 acquisition, continued above market growth, and expanding margins. Analyst Commentary Recent Street research remains overwhelmingly constructive on VSE, with multiple firms initiating or lifting targets in the wake of stronger than expected execution and an enhanced growth outlook.
Analyse-Update Nov 29

VSEC: Recent Acquisitions Will Accelerate Margin Expansion Through 2026

Analysts have increased their price target on VSE Corp. by $24 to $201, citing strong quarterly results, raised forward guidance, and expectations for enhanced earnings and margin accretion from recent acquisitions.
Analyse-Update Nov 15

VSEC: Double-Digit Organic EBITDA Expansion Will Drive Share Price Gains Ahead

The analyst price target for VSE has increased modestly, rising from $206.45 to $207.07. Analysts point to raised guidance, successful accretive acquisitions, and expectations of continued above-market revenue and margin growth as key drivers for the upward revision.
Analyse-Update Nov 01

VSEC: Margin Expansion And Recent Acquisitions Will Drive Share Performance

VSE's analyst price target has increased by $19 to $206.45, as analysts highlight margin expansion, accretive acquisitions, and continued above-market growth, which support the upward revision. Analyst Commentary Recent street research on VSE highlights several core themes in analyst perspectives, particularly as the company executes on margin expansion, organic growth, and strategic acquisitions.
Analyse-Update Oct 18

Aftermarket Aviation MRO Will Benefit From Next Generation Engine Platforms

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.
Analyseartikel Sep 08

Calculating The Intrinsic Value Of VSE Corporation (NASDAQ:VSEC)

Key Insights Using the 2 Stage Free Cash Flow to Equity, VSE fair value estimate is US$152 With US$166 share price, VSE...
Analyse-Update Aug 27

Aftermarket Aviation MRO Will Benefit From Next Generation Engine Platforms

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.
Analyseartikel Aug 19

VSE Corporation (NASDAQ:VSEC) Looks Just Right With A 25% Price Jump

NasdaqGS:VSEC 1 Year Share Price vs Fair Value Explore VSE's Fair Values from the Community and select yours The VSE...
Analyseartikel Aug 08

There May Be Underlying Issues With The Quality Of VSE's (NASDAQ:VSEC) Earnings

VSE Corporation's ( NASDAQ:VSEC ) stock was strong after they recently reported robust earnings. However, our analysis...
Analyseartikel Jul 24

VSE (NASDAQ:VSEC) Takes On Some Risk With Its Use Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Jun 24

What Does VSE Corporation's (NASDAQ:VSEC) Share Price Indicate?

VSE Corporation ( NASDAQ:VSEC ), is not the largest company out there, but it received a lot of attention from a...
Analyseartikel May 22

VSE Corporation (NASDAQ:VSEC) Stocks Shoot Up 25% But Its P/E Still Looks Reasonable

The VSE Corporation ( NASDAQ:VSEC ) share price has done very well over the last month, posting an excellent gain of...

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von John Cuomo im Vergleich zu den Einnahmen von VSE verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Mar 31 2026n/an/a

US$69m

Dec 31 2025US$9mUS$1m

US$53m

Sep 30 2025n/an/a

US$42m

Jun 30 2025n/an/a

US$47m

Mar 31 2025n/an/a

US$28m

Dec 31 2024US$5mUS$900k

US$19m

Sep 30 2024n/an/a

US$22m

Jun 30 2024n/an/a

US$25m

Mar 31 2024n/an/a

US$41m

Dec 31 2023US$5mUS$848k

US$15m

Sep 30 2023n/an/a

US$38m

Jun 30 2023n/an/a

US$34m

Mar 31 2023n/an/a

US$28m

Dec 31 2022US$4mUS$800k

US$27m

Sep 30 2022n/an/a

US$25m

Jun 30 2022n/an/a

US$26m

Mar 31 2022n/an/a

US$9m

Dec 31 2021US$2mUS$712k

-US$11m

Sep 30 2021n/an/a

US$8m

Jun 30 2021n/an/a

US$7m

Mar 31 2021n/an/a

-US$3m

Dec 31 2020US$1mUS$685k

-US$5m

Sep 30 2020n/an/a

-US$1m

Jun 30 2020n/an/a

US$1m

Mar 31 2020n/an/a

US$34m

Dec 31 2019US$3mUS$485k

US$37m

Vergütung im Vergleich zum Markt: JohnDie Gesamtvergütung ($USD8.97M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD8.41M).

Entschädigung vs. Einkommen: JohnDie Bezüge der Mitarbeiter sind im vergangenen Jahr um mehr als 20 % gestiegen.


Geschäftsführer

John Cuomo (51 yo)

7.1yrs
Amtszeit
US$8,965,642
Vergütung

Mr. John A. Cuomo, J.D., serves as Chief Executive Officer of VSE Corporation at Kellstrom Aerospace, LLC since 2025 and served as its President of VSE Corporation since 2025 until 2026. He is a seasoned a...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
John Cuomo
CEO, President & Director7.1yrsUS$8.97m0.67%
$ 35.8m
Adam Cohn
Chief Financial Officer1.7yrsUS$2.19m0.042%
$ 2.3m
Benjamin Thomas
Chief Operating Officer1.3yrsUS$2.19m0.18%
$ 9.4m
Krista Stafford
Chief Human Resources & Administrative Officer6.3yrskeine Datenkeine Daten
Noel Ryan
Head of Investor Relationsno datakeine Datenkeine Daten
Tobi Lebowitz
Chief Legal Officer & Corporate Secretary1.2yrskeine Datenkeine Daten
Michael Perlman
Vice President of Investor Relations & Communications3.2yrskeine Datenkeine Daten
Garry Snow
Chief Growth Officer1.7yrskeine Datenkeine Daten
Michael Prkic
Director of Operations - VSE Aviationno datakeine Datenkeine Daten
Pedro Gonzalez
VP & GM of Distribution - VSE Aviationno datakeine Datenkeine Daten
Toby Lavine
Vice President of MRO - VSE Aviationno datakeine Datenkeine Daten
Chelsie Angel
Inside Sales Manager of VSE Aviationno datakeine Datenkeine Daten
1.7yrs
Durchschnittliche Betriebszugehörigkeit
42.5yo
Durchschnittliches Alter

Erfahrenes Management: VSECDas Führungsteam des Unternehmens gilt nicht als erfahren ( 1.7 Jahre durchschnittliche Betriebszugehörigkeit), was auf ein neues Team schließen lässt.


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
John Cuomo
CEO, President & Director7.1yrsUS$8.97m0.67%
$ 35.8m
Bonnie Wachtel
Independent Director35.3yrsUS$225.09k0.49%
$ 26.5m
Anita Britt
Independent Director3.8yrsUS$245.09k0.016%
$ 876.1k
Ralph Eberhart
Independent Non-Executive Chairman18.8yrsUS$325.09k0.17%
$ 9.1m
Edward Dolanski
Independent Director4.3yrsUS$225.09k0.032%
$ 1.7m
John Potter
Independent Director12.3yrsUS$240.09k0.090%
$ 4.9m
Lloyd Johnson
Independent Director3.8yrsUS$225.09k0.027%
$ 1.4m
Mark Ferguson
Independent Director8.4yrsUS$240.09k0.062%
$ 3.3m
7.8yrs
Durchschnittliche Betriebszugehörigkeit
68.5yo
Durchschnittliches Alter

Erfahrener Vorstand: VSECDie Vorstandsmitglieder gelten als erfahren (7.8 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/12 23:49
Aktienkurs zum Tagesende2026/05/12 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

VSE Corporation wird von 13 Analysten beobachtet. 8 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Jeffrey Van SinderenB. Riley Securities, Inc.
Kenneth HerbertCanaccord Genuity
John GodynCitigroup Inc