VSE (VSEC) Aperçu de l'action
VSE Corporation fournit des services de distribution de pièces détachées pour l'aviation et des services de maintenance, de réparation et de révision pour les équipements de transport aérien sur les marchés commerciaux et gouvernementaux. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 4/6 |
| Performances passées | 5/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
VSEC Community Fair Values
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Analyst Price Targets
Capital Goods opportunity
CE
Fair Value from
CA$5.257.0% sous-évalué décote intrinsèque
When GPS fails: this small cap is fixing a $54B drone problem
Key Points: Sparc AI (CSE:SPAI) is tackling a growing global problem: drones and aircraft failing when GPS is jammed or spoofed, a problem already driving massive government losses globally. Its Overwatch platform is a software solution to the hardware problem, using AI and existing sensors making it highly scalable across fleets.
Read full narrativeVSE Corporation Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$199.45 |
| Plus haut sur 52 semaines | US$232.61 |
| Plus bas sur 52 semaines | US$123.69 |
| Bêta | 1.25 |
| Variation sur 1 mois | 7.29% |
| Variation sur 3 mois | -0.27% |
| Variation sur 1 an | 51.77% |
| Variation sur 3 ans | 325.36% |
| Variation sur 5 ans | 355.47% |
| Évolution depuis l'introduction en bourse | 24,075.76% |
Nouvelles et mises à jour récentes
Recent updates
Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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 AlphaMise à jour de l'analyse • 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.Article d'analyse • 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...Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...Mise à jour de l'analyse • 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.Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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...Seeking Alpha • Feb 21
VSE Corporation: Selling The Fleet Business On The Cheap
Summary VSE Corporation saw strong growth in 2023 and 2024, driven by M&A efforts and a strategic reset, although margins lagged due to issues at its Fleet Segment. Despite high expectations and dealmaking activities in 2024, shares have fallen to $100. A $230 million Fleet Business sale to One Equity Partners, including earn-outs, feels undervalued given its significant contribution to 2023 sales, despite segment woes. I remain cautious on VSE shares, as the recent Fleet Business sale and its structure do not convince me to alter my neutral stance. Read the full article on Seeking AlphaRendement pour les actionnaires
| VSEC | US Aerospace & Defense | US Marché | |
|---|---|---|---|
| 7D | 16.2% | 3.2% | 2.1% |
| 1Y | 51.8% | 34.7% | 30.6% |
Rendement vs Industrie: VSEC a dépassé le secteur US Aerospace & Defense qui a rapporté 34.7 % au cours de l'année écoulée.
Rendement vs marché: VSEC a dépassé le marché US qui a rapporté 30.6 % au cours de l'année écoulée.
Volatilité des prix
| VSEC volatility | |
|---|---|
| VSEC Average Weekly Movement | 10.6% |
| Aerospace & Defense Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: VSEC n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de VSEC ( 11% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1959 | 1,600 | John Cuomo | www.vsecorp.com |
VSE Corporation fournit des services de distribution de pièces détachées pour l'aviation et des services de maintenance, de réparation et de révision pour les actifs du transport aérien sur les marchés commerciaux et gouvernementaux. Elle propose ses services à une clientèle mondiale composée de compagnies aériennes commerciales, de compagnies aériennes régionales, de transporteurs de fret aérien, d'intégrateurs et de fournisseurs MRO, de constructeurs aéronautiques, de propriétaires d'avions d'affaires et d'avions privés, et d'opérateurs de bases fixes. La société a été constituée en 1959 et son siège se trouve à Miramar, en Floride.
VSE Corporation Résumé des fondamentaux
| VSEC statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$5.82b |
| Bénéfices(TTM) | US$68.58m |
| Recettes(TTM) | US$1.18b |
81.6x
Ratio P/E4.7x
Ratio P/SLe site VSEC est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| VSEC compte de résultat (TTM) | |
|---|---|
| Recettes | US$1.18b |
| Coût des recettes | US$1.01b |
| Marge brute | US$173.18m |
| Autres dépenses | US$104.60m |
| Les revenus | US$68.58m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 2.44 |
| Marge brute | 14.67% |
| Marge bénéficiaire nette | 5.81% |
| Ratio dettes/capitaux propres | 13.5% |
Quelles ont été les performances à long terme de VSEC?
Voir les performances historiques et les comparaisonsDividendes
0.2%
Rendement actuel des dividendes13%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/07 09:18 |
| Cours de l'action en fin de journée | 2026/05/07 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
VSE Corporation est couverte par 13 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jeffrey Van Sinderen | B. Riley Securities, Inc. |
| Kenneth Herbert | Canaccord Genuity |
| John Godyn | Citigroup Inc |