VSE Corporation declared a regular quarterly cash dividend of $0.10 per share of common stock. Payment is scheduled for January 29, 2027, to stockholders of record at the close of business January 15, 2027.
VSE Corporation reported third-quarter 2026 revenue of $541.0 million, up 91.2% year over year, and GAAP net income from continuing operations of $47.3 million, versus $3.6 million a year earlier. Adjusted EBITDA from continuing operations rose 126.3% to $107.2 million; its margin was 19.8%, up approximately 310 basis points. Organic revenue growth was approximately 17%, with acquired businesses contributing 74 percentage points.
VSE raised full-year 2026 revenue growth guidance to 65%–66.5% from 61%–64% and Adjusted EBITDA margin guidance to 18.9%–19.1% from 18.7%–19.0%. On August 31, 2026, it acquired Atech Turbine Components, whose repair approvals cover more than 300 part numbers, including sole-source repairs for flight-critical components.
Third-quarter operating cash flow was $56.0 million and free cash flow was $46.6 million. At September 30, 2026, cash was $65.8 million, unused revolving-credit commitments were $479.2 million, outstanding principal borrowings were $978.8 million, and net debt was $894.2 million. Adjusted net leverage was approximately 2.3x, versus 1.1x at December 31, 2025. Adjusted EBITDA and adjusted net leverage are non-GAAP measures.
VSE Corp reported that Vanguard Portfolio Management beneficially owned 1,534,486 shares, or 5.46% of the class, with the position dated September 30, 2026. The reported position included 12,567 shares with sole voting power and 1,534,486 shares with sole dispositive power; shared voting and dispositive power were each zero. The ownership reflects securities attributed to Vanguard Portfolio Management LLC and identified affiliated entities or business divisions. Vanguard-managed investment companies and accounts have the right to receive or direct dividends or sale proceeds from the reported securities.
VSE CORP (symbol: VSEC) is the issuer of record for a Form 4 filing submitted to the SEC. FERGUSON III MARK E reported acquisition or exercise transactions in this Form 4 filing.
VSE CORP (VSEC) reports that director Mark E. Ferguson III received an equity award of 148 shares of common stock on September 15, 2026 at $178.08 per share, issued in lieu of his quarterly cash retainer for service as a director and made pursuant to a Rule 10b5-1 trading plan. After these transactions, he holds 148 shares directly and indirectly holds 17,205 shares through the Mark E. Ferguson III Revocable Trust and 350 shares through the Laure D. Ferguson Revocable Trust as of September 16, 2026.
VSE CORP (symbol: VSEC) is the issuer of record for a Form 4 filing submitted to the SEC. EBERHART RALPH E reported acquisition or exercise transactions in this Form 4 filing.
VSE CORP (VSEC) reported that director Ralph E. Eberhart received an award of 67 shares of common stock on September 15, 2026, valued at $178.08 per share, as part of his quarterly board compensation. The shares were issued instead of a portion of his quarterly cash retainer, and he now holds 47,514 shares directly. The transaction was made pursuant to a Rule 10b5-1 trading plan.
VSE CORP (VSEC) reported that its CEO and President, John A. Cuomo, sold a total of 1,566 shares of common stock on September 14, 2026, in multiple open‑market transactions under a Rule 10b5-1 trading plan adopted on May 11, 2026.
The sales were executed in four tranches: 234 shares at a weighted average price of $186.4166 (with individual trades between $185.8175 and $186.7825), 912 shares at $187.4198 (between $186.8650 and $187.8000), 402 shares at $188.2244 (between $187.8375 and $188.8075), and 18 shares at $188.8750.
VSE CORP (VSEC) reported that Chief Financial Officer Adam Robert Cohn had 5,998 restricted stock units vest on September 11, 2026, resulting in the same number of shares of common stock. To cover related taxes, 2,624 shares of common stock were withheld at $194.98 per share. Following this vesting event, Cohn continues to hold 11,996 restricted stock units. The company indicates these transactions were carried out under a Rule 10b5-1 trading plan. The vested RSUs relate to an award granted on September 11, 2024 that vests 25% in 2025, 25% in 2026, and 50% in 2027.
VSE CORP (VSEC) reported that CEO and President John A. Cuomo sold 17,500 shares of common stock on August 17, 2026. The sales were made in multiple open-market transactions at weighted average prices between $238.6627 and $245.0450 per share, pursuant to a Rule 10b5-1 trading plan adopted on May 11, 2026.
A holder of VSEC common stock has filed a Form 144 notice for a proposed sale. The filing covers up to 24,065 shares of common stock, with an indicated aggregate market value of about $5,859,346.20, to be sold through a broker on or after August 17, 2026. The securities were originally acquired as compensation in the form of Restricted Stock Units awarded on March 2, 2026, March 9, 2026, and March 10, 2026.
Durable Capital Partners filed an amended ownership report on VSE Corp common stock. The firm, as investment adviser to Durable Capital Master Fund LP, is deemed to beneficially own 980,310 shares of VSE common stock. Based on 28,057,152 shares outstanding as of May 5, 2026, this represents 3.5% of the class. Durable Capital Partners has sole voting and dispositive power over these shares and no shared voting or dispositive power. The filing notes that the economic benefits of the shares are shared among related parties pursuant to agreements, and confirms that the position represents ownership of 5% or less of the outstanding common stock.