VSE Corporation engages in providing aviation aftermarket parts distribution and maintenance, repair, and overhaul services for air transportation assets for commercial and ...
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Est. EPS $1.69 · Revenue $509.99M · 6 analysts
$0.40 per share
$0.40 per share
Est. EPS $1.74 · Revenue $527.38M · 6 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.1B | +3.0% | +38.4% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $53.5M | +75.3% | -1.8% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +11.9% | +18.6% | +41.8% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +11.2% | +18.2% | +8.0% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +4.8% | +70.2% | -29.1% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $5.7M | +111.0% | +127.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +0.5% | +110.7% | +119.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 23.8% | -51.5% | +131.6% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 3.76x | +21.2% | -57.1% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.0B | +16.9% | +32.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 2.52 vs 3.63 | -30.5% | 0.91 vs 1.69 | -46.1% |
| Revenue Surprise | $1.1B vs $1.1B | +1.1% | $449.1M vs $510.0M | -11.9% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | CUOMO JOHN A | director, officer: CEO and President | Common Stock, par value $.05 | D | 1,492 | $238.66 |
| Aug 17, 2026 | CUOMO JOHN A | director, officer: CEO and President | Common Stock, par value $.05 | D | 454 | $239.40 |
| Aug 17, 2026 | CUOMO JOHN A | director, officer: CEO and President | Common Stock, par value $.05 | D | 905 | $240.58 |
| Aug 17, 2026 | CUOMO JOHN A | director, officer: CEO and President | Common Stock, par value $.05 | D | 2,147 | $241.58 |
| Aug 17, 2026 | CUOMO JOHN A | director, officer: CEO and President | Common Stock, par value $.05 | D | 4,215 | $242.62 |
Operator : Good day, and thank you for standing by. Welcome to the VSE Corporation's Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Michael Perlman. Please go ahead. Michael Perlman : Thank you. Welcome to VSE Corporation's Second Quarter 2026 Results Conference Call. We will begin with remarks from John Cuomo, President and CEO; followed by a financial update from Adam Cohn, our Chief Financial Officer. The presentation we are sharing today is on our website, and we encourage you to follow along accordingly. Today's discussion contains forward-looking statements about future business and financial expectations. Actual results may differ significantly from those projected in today's forward-looking statements due to various risks and uncertainties, including those described in our periodic reports filed with the SEC. Except as required by law, we undertake no obligation to update our forward-looking statements. We are using non-GAAP financial measures in our presentation. Where available, the appropriate GAAP financial reconciliations are incorporated into our presentation and posted on our website. All percentages in today's discussion refer to year-over-year progress, except where noted. Before we begin, I'd like to highlight that VSE will host an Investor Day on Wednesday, December 9, at current Tier 59 in New York City. We look forward to sharing more on our strategy and long-term outlook there. State and the date invitations will be sent out later this month with full details follow in September. At the conclusion of our prepared remarks, we will open the line for questions. With that, I'd like to turn the call over to John. John Cuomo : Good morning, everyone, and thank you for joining us today. Let's begin on Slide 3, where I will review our second quarter highlights. The second quarter marked a defining step forward for VSE. We closed 2 strategic acquisitions, delivered record revenue and profitability, including a record consolidated adjusted EBITDA margin and launched integration and synergy capture work streams across the combined platform. Importantly, the quarter demonstrated the underlying strength of our core business and the earnings power of the platform we're building. Let me now walk through our second quarter highlights. First, we completed the acquisition of PAG, the largest transaction of VSE's history and a major milestone in our transformation. Together, PAG, NorthStar and our legacy VSE Aviation businesses create a differentiated global aviation aftermarket platform with greater scale, broader capabilities and deeper customer relevance. We are advancing our strategy to become the world's leading independent provider of aviation aftermarket distribution and repair services while remaining firmly grounded in the OEM-centric strategy that has guided our …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
John A. Cuomo | Chief Executive Officer, President & Director | USD 3,465,662 | Male | 1974 | Active |
Adam Cohn | Chief Financial Officer | USD 1,397,250 | Male | 1987 | Active |
Benjamin E. Thomas | Chief Operating Officer | USD 1,397,250 | Male | 1984 | Active |
Michael Perlman | Vice President of Investor Relations & Communications | — | Male | — | Active |
Garry Snow | Chief Growth Officer | — | Male | — | Active |
Krista Stafford | Chief Human Resources & Administrative Officer | — | Female | — | Active |
Tobi Lebowitz | Chief Legal Officer & Corporate Secretary | — | Female | 1981 | Active |
Noel Ryan | Head of Investor Relations | — | — | — | Active |
Pedro Gonzalez | Vice President & GM of Distribution - VSE Aviation | — | — | — | Active |
Michael Prkic | Director of Operations - VSE Aviation | — | — | — | Active |
On August 20, 2026, VSE Corp (VSEC) shares fell 6.9%, bringing the current price to $214.51. The stock has experienced a 52-week range of $154.67 to $247.85, sh
MIRAMAR, Fla.--(BUSINESS WIRE)--VSE Corporation (“VSE” or the “Company”) (NASDAQ: VSEC, VSECU), a leading provider of aviation aftermarket distribution and repair services, announced today that VSE Corporation's senior management will participate in the following upcoming conference. Seaport Research Partners Annual Summer Investor Conference will be held virtually on Tuesday, August 18, 2026. John Cuomo, President and CEO, Adam Cohn, Chief Financial Officer, and Michael Perlman, VP of Investor.
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VSE NASDAQ: VSEC reported record second-quarter revenue and profitability for 2026, supported by double-digit organic growth, recent acquisitions and strength in aviation aftermarket repair and distribution activities. The company raised its full-year revenue-growth and adjusted EBITDA margin outlook following the results.
