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VSE Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $0.93 |
| EPS actual | $1.17 |
| EPS Surprise | 25.81% |
| Revenue estimate | 309.192M |
| Revenue actual | 324.58M |
| Revenue Surprise | 4.98% |
| Release date | Feb 25, 2026 |
| EPS estimate | $0.88 |
| EPS actual | $1.16 |
| EPS Surprise | 31.82% |
| Revenue estimate | 289.554M |
| Revenue actual | 301.182M |
| Revenue Surprise | 4.02% |
| Release date | Oct 27, 2025 |
| EPS estimate | $0.84 |
| EPS actual | $0.99 |
| EPS Surprise | 17.86% |
| Revenue estimate | 283.345M |
| Revenue actual | 282.909M |
| Revenue Surprise | -0.154% |
| Release date | Jul 30, 2025 |
| EPS estimate | $0.690 |
| EPS actual | $0.97 |
| EPS Surprise | 40.58% |
| Revenue estimate | 276.483M |
| Revenue actual | 272.139M |
| Revenue Surprise | -1.57% |
Last 4 Quarters for VSE
Below you can see how VSEC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $141.48 |
| EPS estimate | $0.690 |
| EPS actual | $0.97 |
| EPS surprise | 40.58% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $134.08 |
| Jul 25, 2025 | $136.67 |
| Jul 28, 2025 | $138.80 |
| Jul 29, 2025 | $141.80 |
| Jul 30, 2025 | $141.48 |
| Jul 31, 2025 | $156.54 |
| Aug 01, 2025 | $146.27 |
| Aug 04, 2025 | $156.85 |
| Aug 05, 2025 | $158.47 |
| 4 days before | 5.52% |
| 4 days after | 12.01% |
| On release day | 10.64% |
| Change in period | 18.19% |
| Release date | Oct 27, 2025 |
| Price on release | $179.52 |
| EPS estimate | $0.84 |
| EPS actual | $0.99 |
| EPS surprise | 17.86% |
| Date | Price |
|---|---|
| Oct 21, 2025 | $169.93 |
| Oct 22, 2025 | $169.85 |
| Oct 23, 2025 | $177.50 |
| Oct 24, 2025 | $182.99 |
| Oct 27, 2025 | $179.52 |
| Oct 28, 2025 | $182.73 |
| Oct 29, 2025 | $180.42 |
| Oct 30, 2025 | $179.32 |
| Oct 31, 2025 | $180.68 |
| 4 days before | 5.64% |
| 4 days after | 0.646% |
| On release day | 1.79% |
| Change in period | 6.33% |
| Release date | Feb 25, 2026 |
| Price on release | $219.54 |
| EPS estimate | $0.88 |
| EPS actual | $1.16 |
| EPS surprise | 31.82% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $224.65 |
| Feb 20, 2026 | $227.78 |
| Feb 23, 2026 | $222.28 |
| Feb 24, 2026 | $224.16 |
| Feb 25, 2026 | $219.54 |
| Feb 26, 2026 | $226.50 |
| Feb 27, 2026 | $227.07 |
| Mar 02, 2026 | $221.95 |
| Mar 03, 2026 | $216.60 |
| 4 days before | -2.27% |
| 4 days after | -1.34% |
| On release day | 3.17% |
| Change in period | -3.58% |
| Release date | May 05, 2026 |
| Price on release | $177.43 |
| EPS estimate | $0.93 |
| EPS actual | $1.17 |
| EPS surprise | 25.81% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $160.17 |
| Apr 30, 2026 | $171.68 |
| May 01, 2026 | $170.91 |
| May 04, 2026 | $168.11 |
| May 05, 2026 | $177.43 |
| May 06, 2026 | $207.45 |
| May 07, 2026 | $199.45 |
| May 08, 2026 | $193.05 |
| May 11, 2026 | $191.21 |
| 4 days before | 10.78% |
| 4 days after | 7.77% |
| On release day | 16.92% |
| Change in period | 19.38% |
VSE Earnings Call Transcript Summary of Q1 2026
VSE reported a record start to 2026 with consolidated revenue of $325 million, up 27% year-over-year, and organic revenue growth of about 15%. Both distribution (+26%) and MRO (+28%) contributed, with engine-related aftermarket activity now representing more than half of revenue. Key inorganic moves closed or announced in Q1: the acquisition of PAG (closed May 5), NorthStar (closed April 1), and earlier integrations such as Turbine Weld. Management highlighted strategic OEM-aligned wins including an exclusive Pratt & Whitney Canada APU distribution agreement and a CFM56 asset/teardown program for a major U.S. airline. Adjusted EBITDA rose 37% to $55 million and margin expanded ~130 basis points to 17.1%. Management updated full-year 2026 guidance to reflect PAG, raising revenue growth (inclusive of PAG) to 57%–61% and adjusted EBITDA margin to 18.1%–18.5%; pro forma adjusted net leverage is expected below 3x with a path to below 2.5x by year-end. Capital structure changes include a $900M Term Loan B and an upsized $500M revolver. Near-term priorities are integration and synergy capture from PAG, scaling MRO and OEM programs, converting organic pipeline, and targeted AI/process improvements. Management says demand remains resilient despite higher fuel prices and geopolitical uncertainty, with no signs of customer pullback to date.
