VSE 향후 성장
Future 기준 점검 4/6
VSE (는) 각각 연간 32% 및 19.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 25.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.8% 로 예상됩니다.
핵심 정보
32.0%
이익 성장률
25.11%
EPS 성장률
| Aerospace & Defense 이익 성장 | 18.5% |
| 매출 성장률 | 19.8% |
| 향후 자기자본이익률 | 6.82% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 10 May 2026 |
최근 향후 성장 업데이트
Recent updates
분석 기사 • 7h
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...
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 2,342 | 230 | 181 | 221 | 6 |
| 12/31/2027 | 2,149 | 178 | 134 | 184 | 8 |
| 12/31/2026 | 1,772 | 124 | 37 | 69 | 7 |
| 3/31/2026 | 1,181 | 69 | -30 | 11 | N/A |
| 12/31/2025 | 1,112 | 53 | 6 | 27 | N/A |
| 9/30/2025 | 1,038 | 42 | 27 | 45 | N/A |
| 6/30/2025 | 959 | 47 | 13 | 31 | N/A |
| 3/31/2025 | 880 | 28 | -14 | 1 | N/A |
| 12/31/2024 | 786 | 19 | -52 | -31 | N/A |
| 9/30/2024 | 794 | 22 | -84 | -58 | N/A |
| 6/30/2024 | 822 | 25 | -78 | -53 | N/A |
| 3/31/2024 | 834 | 41 | -76 | -52 | N/A |
| 12/31/2023 | 544 | 15 | -40 | -22 | N/A |
| 9/30/2023 | 797 | 38 | -52 | -38 | N/A |
| 6/30/2023 | 733 | 34 | -52 | -37 | N/A |
| 3/31/2023 | 698 | 28 | -35 | -22 | N/A |
| 12/31/2022 | 669 | 27 | -3 | 8 | N/A |
| 9/30/2022 | 708 | 25 | -2 | 9 | N/A |
| 6/30/2022 | 741 | 26 | 8 | 16 | N/A |
| 3/31/2022 | 746 | 9 | -9 | 1 | N/A |
| 12/31/2021 | 481 | -11 | -28 | -18 | N/A |
| 9/30/2021 | 691 | 8 | -39 | -30 | N/A |
| 6/30/2021 | 656 | 7 | -49 | -41 | N/A |
| 3/31/2021 | 649 | -3 | -13 | -7 | N/A |
| 12/31/2020 | 662 | -5 | 31 | 36 | N/A |
| 9/30/2020 | 707 | -1 | 31 | 36 | N/A |
| 6/30/2020 | 740 | 1 | 32 | 37 | N/A |
| 3/31/2020 | 760 | 34 | 14 | 24 | N/A |
| 12/31/2019 | 753 | 37 | N/A | 18 | N/A |
| 9/30/2019 | 738 | 36 | N/A | 33 | N/A |
| 6/30/2019 | 709 | 36 | N/A | 27 | N/A |
| 3/31/2019 | 690 | 35 | N/A | 7 | N/A |
| 12/31/2018 | 697 | 35 | N/A | 19 | N/A |
| 9/30/2018 | 711 | 43 | N/A | 14 | N/A |
| 6/30/2018 | 716 | 40 | N/A | 28 | N/A |
| 3/31/2018 | 740 | 39 | N/A | 63 | N/A |
| 12/31/2017 | 760 | 39 | N/A | 50 | N/A |
| 9/30/2017 | 780 | 29 | N/A | 58 | N/A |
| 6/30/2017 | 779 | 29 | N/A | 51 | N/A |
| 3/31/2017 | 745 | 28 | N/A | 32 | N/A |
| 12/31/2016 | 692 | 27 | N/A | 47 | N/A |
| 9/30/2016 | 622 | 27 | N/A | 47 | N/A |
| 6/30/2016 | 586 | 27 | N/A | 49 | N/A |
| 3/31/2016 | 557 | 26 | N/A | 54 | N/A |
| 12/31/2015 | 534 | 25 | N/A | 38 | N/A |
| 9/30/2015 | 484 | 22 | N/A | 28 | N/A |
| 6/30/2015 | 449 | 19 | N/A | 28 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: VSEC 의 연간 예상 수익 증가율(32%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: VSEC 의 연간 수익(32%)이 US 시장(16.7%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: VSEC 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: VSEC 의 수익(연간 19.8%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: VSEC 의 수익(연간 19.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: VSEC의 자본 수익률은 3년 후 6.8%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 14:06 |
| 종가 | 2026/05/11 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
VSE Corporation는 13명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jeffrey Van Sinderen | B. Riley Securities, Inc. |
| Kenneth Herbert | Canaccord Genuity |
| John Godyn | Citigroup Inc |