VSE Q2 revenue, adjusted EPS beats estimates, reaffirms annual revenue guidance

VSE

30/07/2025 21:43

Overview

VSE Q2 2025 revenue grows 41.1%, beating analyst expectations, per LSEG data

Adjusted EPS for Q2 2025 beats consensus

Co divested Fleet segment and acquired Turbine Weld Industries

Outlook

VSE reaffirms full-year 2025 revenue growth of 35% to 40%

Aviation segment 2025 Adjusted EBITDA margin now 16.5% to 17%

Result Drivers

AVIATION STRATEGY - Record revenue driven by aviation-focused strategy and recent acquisitions, per CEO John Cuomo

DISTRIBUTION AWARDS - "Strong" execution of new and existing distribution awards contributed to revenue growth

MRO EXPANSION - Increased repair capabilities and new product lines supported segment revenue growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$272.14 mln
$263.40 mln (6 Analysts)
Q2 Adjusted EPS
Beat
$0.97
$0.71 (6 Analysts)
Q2 EPS
$0.66
Q2 Adjusted Net Income
Beat
$20.10 mln
$15.20 mln (6 Analysts)
Q2 Net Income
$13.60 mln
Q2 Adjusted EBITDA
Beat
$43.50 mln
$39.70 mln (6 Analysts)
Q2 Operating Income
$22.51 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the aerospace & defense peer group is "buy"

Wall Street's median 12-month price target for VSE Corp is $150.00, about 5.5% above its July 29 closing price of $141.80

The stock recently traded at 36 times the next 12-month earnings vs. a P/E of 37 three months ago

Press Release: ID:nBw1tfrMda

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)