VSE Corporation

NasdaqGS:VSEC Rapport sur les actions

Capitalisation boursière : US$5.4b

VSE Croissance future

Future contrôle des critères 4/6

VSE devrait augmenter ses bénéfices et son chiffre d'affaires de 32% et de 19.8% par an respectivement. Le BPA devrait croître de de 25.1% par an. Le rendement des capitaux propres devrait être 6.8% dans 3 ans.

Informations clés

32.0%

Taux de croissance des bénéfices

25.11%

Taux de croissance du BPA

Aerospace & Defense croissance des bénéfices18.5%
Taux de croissance des recettes19.8%
Rendement futur des capitaux propres6.82%
Couverture par les analystes

Good

Dernière mise à jour10 May 2026

Mises à jour récentes de la croissance future

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 Alpha
Mise 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...

Prévisions de croissance des bénéfices et des revenus

NasdaqGS:VSEC - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20282,3422301812216
12/31/20272,1491781341848
12/31/20261,77212437697
3/31/20261,18169-3011N/A
12/31/20251,11253627N/A
9/30/20251,038422745N/A
6/30/2025959471331N/A
3/31/202588028-141N/A
12/31/202478619-52-31N/A
9/30/202479422-84-58N/A
6/30/202482225-78-53N/A
3/31/202483441-76-52N/A
12/31/202354415-40-22N/A
9/30/202379738-52-38N/A
6/30/202373334-52-37N/A
3/31/202369828-35-22N/A
12/31/202266927-38N/A
9/30/202270825-29N/A
6/30/202274126816N/A
3/31/20227469-91N/A
12/31/2021481-11-28-18N/A
9/30/20216918-39-30N/A
6/30/20216567-49-41N/A
3/31/2021649-3-13-7N/A
12/31/2020662-53136N/A
9/30/2020707-13136N/A
6/30/202074013237N/A
3/31/2020760341424N/A
12/31/201975337N/A18N/A
9/30/201973836N/A33N/A
6/30/201970936N/A27N/A
3/31/201969035N/A7N/A
12/31/201869735N/A19N/A
9/30/201871143N/A14N/A
6/30/201871640N/A28N/A
3/31/201874039N/A63N/A
12/31/201776039N/A50N/A
9/30/201778029N/A58N/A
6/30/201777929N/A51N/A
3/31/201774528N/A32N/A
12/31/201669227N/A47N/A
9/30/201662227N/A47N/A
6/30/201658627N/A49N/A
3/31/201655726N/A54N/A
12/31/201553425N/A38N/A
9/30/201548422N/A28N/A
6/30/201544919N/A28N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de VSEC ( 32% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de VSEC ( 32% par an) devraient croître plus rapidement que le marché US ( 16.7% par an).

Croissance élevée des bénéfices: Les bénéfices de VSEC devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de VSEC ( 19.8% par an) devrait croître plus rapidement que le marché US ( 11.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de VSEC ( 19.8% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de VSEC devrait être faible dans 3 ans ( 6.8 %).

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/11 02:10
Cours de l'action en fin de journée2026/05/11 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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.

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