Vse Corp Stock Price, News & Analysis

VSE Corporation (NASDAQ: VSEC) announced that senior management will attend the Baird 2025 Global Industrials Conference in Chicago, IL on November 11, 2025. John Cuomo, President and CEO, is scheduled to present at 9:05 AM Central Time. Management will also hold one-on-one investor meetings during the event. Investors seeking a meeting or more information are directed to contact VSE Investor Relations at investors@vsecorp.com.

VSE Corporation (NASDAQ: VSEC) priced an underwritten public offering of 2,352,941 common shares at $170.00 per share, with a 30-day underwriter option for up to an additional 352,941 shares. The offering is expected to close on October 29, 2025, subject to customary closing conditions.

Net proceeds are expected to be approximately $384.0 million after underwriting discounts and commissions and before estimated offering expenses. VSE intends to use proceeds to fund all or part of the cash consideration for its previously announced acquisition of GenNx/AeroRepair IntermediateCo Inc., to support potential future strategic acquisitions, and for general corporate purposes.

Jefferies and Morgan Stanley lead the deal; a shelf registration statement and preliminary prospectus supplement have been filed with the SEC.

VSE Corporation (NASDAQ: VSEC) has commenced an underwritten public offering of common stock, with underwriters granted a 30-day option to purchase up to an additional 15% of the shares. Net proceeds are intended to fund all or part of the cash consideration for the previously announced acquisition of GenNx/AeroRepair IntermediateCo Inc. (Aero 3), to support potential strategic acquisitions, and for general corporate purposes.

The offering will be made pursuant to an effective shelf registration statement; a preliminary prospectus supplement and accompanying prospectus will be filed with the SEC and made available free of charge.

VSE (NASDAQ: VSEC) signed a definitive agreement to acquire Aero 3 for $350 million cash consideration, subject to working capital adjustments, with closing expected in Q4 2025 pending regulatory approvals and customary conditions.

Aero 3 reported approximately $120 million revenue for the trailing twelve months ended August 2025, with Adjusted EBITDA margins in excess of 20%. Pro forma, the deal increases VSE’s consolidated adjusted EBITDA margin by more than 50 basis points and expands VSE’s wheel and brake MRO footprint to 12 global sites.

VSE (NASDAQ: VSEC) reported record third-quarter 2025 results with revenues of $282.9M (+38.9% vs Q3 2024) and Adjusted EBITDA of $47.4M (+58.4%).

GAAP net income was $3.6M (down 58.9%) and GAAP diluted EPS was $0.17. Adjusted diluted EPS was $0.99 (+86.8%). Aviation segment Adjusted EBITDA margin improved ~140 bps to 17.8%.

Operating cash flow was $24.1M and free cash flow was $18.0M for Q3. Net debt was $347M with an adjusted net leverage ratio ~2.0x. The company raised full-year 2025 revenue growth guidance to 38–40% and aviation Adjusted EBITDA margin to 17.0–17.25%. The quarter included multiple new distribution and MRO program awards and acquisition-related contributions.

VSE Corporation (NASDAQ: VSEC) rescheduled its previously announced third quarter 2025 earnings conference call to Monday, October 27, 2025 at 4:30 PM ET following the market close.

The company said it will present prepared remarks and will not hold a question-and-answer session. An audio webcast and accompanying presentation materials will be available in the Investor Relations section of the company website at https://ir.vsecorp.com, and a replay will be posted there after the call.

Participants dialing in should register to obtain dial-in and passcode details; parties who previously registered do not need to re-register.

VSE (NASDAQ: VSEC) will release Q3 2025 results after market close on Tuesday, October 28, 2025. A conference call to review results and host Q&A is scheduled for Wednesday, October 29, 2025 at 8:30 A.M. ET. An audio webcast and presentation materials will be available in the Investor Relations section at https://ir.vsecorp.com, with a replay posted after the call. Participants who wish to dial in should register in advance to receive dial‑in numbers and passcodes; pre-registration is available at any time.

VSE Corporation (NASDAQ: VSEC), a leading aviation aftermarket distribution and repair services provider, has announced its participation in four major investor conferences in September 2025. The company's senior management team, including CEO John Cuomo, CFO Adam Cohn, and VP of Investor Relations Michael Perlman, will attend:

• Jefferies Industrials Conference (Sept 3) with a fireside chat at 11:30 AM ET
• Deutsche Bank Annual Aviation Forum (Sept 4)
• Morgan Stanley Annual Laguna Conference (Sept 10)
• RBC Capital Markets Global Industrials Conference (Sept 16) with an investor breakout session at 10:40 AM ET

VSE Corporation (NASDAQ: VSEC), a leading aviation aftermarket distribution and repair services provider, has announced its participation in two upcoming investor conferences in August 2025.

The company will attend the Canaccord Genuity 45th Annual Growth Conference in Boston on August 12, where CEO John Cuomo will present at 12:00 PM ET. Additionally, VSE will participate in the Seaport Research Partners Annual Summer Investor Conference virtually on August 19. Senior management will conduct one-on-one investor meetings at both events.