VSE (NASDAQ:VSEC) Releases Earnings Results, Beats Estimates By $0.28 EPS

VSE (NASDAQ:VSEC) posted its quarterly earnings data on Wednesday. The construction company reported $1.16 earnings per share for the quarter, topping the consensus estimate of $0.88 by $0.28, Zacks reports. VSE had a return on equity of 7.64% and a net margin of 1.23%.The business had revenue of $301.18 million during the quarter, compared to analysts’ expectations of $289.55 million. During the same quarter in the previous year, the firm earned $0.63 EPS. The firm’s revenue was up 32.4% compared to the same quarter last year.

VSE Stock Down 2.1%

Shares of NASDAQ VSEC opened at $219.54 on Thursday. The stock has a market capitalization of $5.06 billion, a P/E ratio of 322.86, a PEG ratio of 2.56 and a beta of 1.35. VSE has a one year low of $99.65 and a one year high of $231.60. The firm’s 50 day simple moving average is $200.75 and its two-hundred day simple moving average is $179.42. The company has a debt-to-equity ratio of 0.35, a current ratio of 3.94 and a quick ratio of 1.41.

VSE Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 29th. Investors of record on Wednesday, April 15th will be given a $0.10 dividend. The ex-dividend date is Wednesday, April 15th. This represents a $0.40 dividend on an annualized basis and a yield of 0.2%. VSE’s payout ratio is presently 58.82%.

Analysts Set New Price Targets

VSEC has been the topic of a number of recent analyst reports. Stifel Nicolaus raised their target price on VSE from $209.00 to $250.00 and gave the stock a “buy” rating in a report on Friday, January 30th. Weiss Ratings reissued a “hold (c)” rating on shares of VSE in a report on Monday, December 29th. Truist Financial set a $222.00 price target on VSE in a research note on Friday, January 9th. Citigroup increased their price objective on shares of VSE from $215.00 to $233.00 and gave the company a “buy” rating in a research note on Tuesday, January 13th. Finally, Royal Bank Of Canada raised their price objective on VSE from $200.00 to $225.00 and gave the company an “outperform” rating in a report on Thursday, February 5th. Seven equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, VSE presently has a consensus rating of “Moderate Buy” and an average target price of $224.71.

Institutional Trading of VSE

Several large investors have recently added to or reduced their stakes in VSEC. AQR Capital Management LLC purchased a new stake in VSE in the first quarter worth about $247,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in shares of VSE by 4.7% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 10,485 shares of the construction company’s stock worth $1,258,000 after purchasing an additional 470 shares in the last quarter. Royal Bank of Canada grew its stake in shares of VSE by 34.2% in the 1st quarter. Royal Bank of Canada now owns 13,139 shares of the construction company’s stock worth $1,576,000 after buying an additional 3,350 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in VSE by 56.6% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 50,422 shares of the construction company’s stock valued at $6,050,000 after buying an additional 18,220 shares in the last quarter. Finally, Goldman Sachs Group Inc. raised its stake in VSE by 10.4% during the first quarter. Goldman Sachs Group Inc. now owns 346,390 shares of the construction company’s stock valued at $41,563,000 after buying an additional 32,489 shares during the last quarter. Institutional investors own 91.54% of the company’s stock.

VSE News Roundup

Here are the key news stories impacting VSE this week:

• Positive Sentiment: Q4 results beat expectations — revenue grew ~32% YoY to $301.2M, GAAP net income and adjusted EBITDA rose sharply, and reported EPS topped consensus, signaling stronger sales and margin improvement. Read More.
• Positive Sentiment: Analyst support: William Blair reiterated a Buy rating, citing deep OEM partnerships and margin expansion that could drive upside through 2026 — a vote of confidence that may support the share price over the medium term. Read More.
• Positive Sentiment: Dividend maintained: the board declared a quarterly cash dividend of $0.10 per share (payable April 29), reinforcing capital return discipline. Read More.
• Neutral Sentiment: FY2026 revenue guidance was updated to a $1.3B–$1.4B range (roughly in line with consensus), which supports growth expectations but contained no clear EPS numeric in the public messaging — the revenue range is constructive but not a clear catalyst. Read More.
• Negative Sentiment: Guidance ambiguity — the company’s public guidance lacked a specific FY2026 EPS figure in initial disclosures, leaving investors with uncertainty on profitability trajectory despite revenue guidance, which may be contributing to near-term selling pressure.

VSE Company Profile

VSE Corporation (NASDAQ: VSEC) is a provider of aftermarket distribution and supply chain management services serving both government and commercial markets. The company’s solutions span a wide range of industries, with particular emphasis on defense, aerospace and transportation. VSE’s core mission is to ensure mission readiness by delivering critical parts, maintenance and technical support for equipment throughout its lifecycle.

Through its Distribution Services segment, VSE sources, markets and distributes replacement parts and components for commercial truck, bus, rail and specialty vehicle applications.