VSE（VSEC）株式概要
VSEコーポレーションは、民間および政府市場向けに航空アフターマーケット部品の販売、航空輸送資産のメンテナンス、修理、オーバーホールサービスを提供している。 詳細
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Analyst Price Targets
Capital Goods opportunity
VSE Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$199.45 |
| 52週高値 | US$232.61 |
| 52週安値 | US$123.69 |
| ベータ | 1.25 |
| 1ヶ月の変化 | 7.29% |
| 3ヶ月変化 | -0.27% |
| 1年変化 | 51.77% |
| 3年間の変化 | 325.36% |
| 5年間の変化 | 355.47% |
| IPOからの変化 | 24,075.76% |
最新ニュース
Recent updates
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha株主還元
| VSEC | US Aerospace & Defense | US 市場 | |
|---|---|---|---|
| 7D | 16.2% | 3.2% | 2.1% |
| 1Y | 51.8% | 34.7% | 30.6% |
業界別リターン: VSEC過去 1 年間で34.7 % の収益を上げたUS Aerospace & Defense業界を上回りました。
リターン対市場: VSEC過去 1 年間で30.6 % の収益を上げたUS市場を上回りました。
価格変動
| 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% |
安定した株価: VSEC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: VSECの 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1959 | 1,600 | John Cuomo | www.vsecorp.com |
VSEコーポレーションは、民間および政府市場向けに航空アフターマーケット部品の販売、航空輸送資産のメンテナンス、修理、オーバーホールサービスの提供に従事している。民間航空会社、地域航空会社、航空貨物輸送会社、MROインテグレーターおよびプロバイダー、航空メーカー、企業および個人航空機所有者、固定基地オペレーターなどのグローバルな顧客ベースにサービスを提供している。同社は1959年に設立され、フロリダ州ミラマーに本社を置いている。
VSE Corporation 基礎のまとめ
| VSEC 基礎統計学 | |
|---|---|
| 時価総額 | US$5.82b |
| 収益（TTM） | US$68.58m |
| 売上高(TTM) | US$1.18b |
81.6x
PER（株価収益率4.7x
P/SレシオVSEC は割高か？
公正価値と評価分析を参照収益と収入
| VSEC 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.18b |
| 売上原価 | US$1.01b |
| 売上総利益 | US$173.18m |
| その他の費用 | US$104.60m |
| 収益 | US$68.58m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.44 |
| グロス・マージン | 14.67% |
| 純利益率 | 5.81% |
| 有利子負債／自己資本比率 | 13.5% |
VSEC の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.2%
現在の配当利回り13%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 17:55 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
VSE Corporation 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13
| アナリスト | 機関 |
|---|---|
| Jeffrey Van Sinderen | B. Riley Securities, Inc. |
| Kenneth Herbert | Canaccord Genuity |
| John Godyn | Citigroup Inc |