VSE CORP(VSEC)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #1,155 of 2,961 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
VSEC Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for VSE CORP (VSEC), a Technology sector company. 13F Pro's AI-powered ranking engine scores VSEC at 56.5/100 on a 32-signal composite quality model, placing it at rank #1,155 of 2,961 stocks — the top half of the AI-ranked universe. VSEC scores in the top quartile across revenue growth (86.3). Areas of concern include free cash flow (27.0) and earnings quality (28.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), VSE CORP reports quarterly revenue of $449.1M, net income of $28.5M, an operating margin of 10.9%. Top institutional holders of VSEC by reported 13-F value include BlackRock, T. Rowe Price Investment Management, STATE STREET, based on the most recent SEC filings. VSEC trades on the Nasdaq exchange and files with the SEC under CIK 102752. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate VSEC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for VSE CORP directly from SEC EDGAR. VSE CORP's 13F Pro composite quality score has ranged between 30 and 58 since 2021, currently 56.5 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
What's Driving VSEC's Business? Latest 10-Q Breakdown
AI-extracted from VSE CORP's 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
VSE completed $2.0B acquisition of Precision Aviation Group on May 5, 2026, driving Q2 revenue to $449.1M (+65% YoY) with net income from continuing operations of $28.5M (+109% YoY).
Biggest Revenue Drivers
Market growth and share gains from newly awarded OEM distribution agreements and expanded repair capabilities, plus contributions from Aero 3, PAG, NorthStar, and Turbine Weld acquisitions.
Execution of newly awarded OEM distribution agreements, expansion of product offerings, and contributions from recent acquisitions including PAG.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$449.1M
Net Income
Q2 2026
$28.5M
Free Cash Flow
Q2 2026
$18.7M
Operating Margin
Q2 2026
10.9%
ROIC
Q2 2026
5.0%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+41.5% YoYNet Income
-23.6% YoYOperating Income
+52.5% YoYEPS (Diluted)
-35.3% YoYTotal Assets
+16.4% YoYTotal Debt
-34.7% YoYOp. Cash Flow
+187.0% YoYFree Cash Flow
+110.8% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.11B +41.5% | $786.3M +44.5% | $544.0M -18.7% | $669.4M +39.1% | $481.4M -27.2% | $661.7M |
| Net Income | $11.7M -23.6% | $15.3M -60.8% | $39.1M +39.5% | $28.1M +252.2% | $8.0M +254.1% | $-5.2M |
| Operating Income | $89.6M +52.5% | $58.8M +17.2% | $50.1M -6.5% | $53.6M +2081.7% | $-2.7M -119.4% | $13.9M |
| EPS (Diluted) | $0.55 -35.3% | $0.85 -69.2% | $2.76 +26.0% | $2.19 +247.6% | $0.63 +234.0% | $-0.47 |
| Total Assets | $2.03B +16.4% | $1.74B +29.1% | $1.35B +35.1% | $999.8M +8.8% | $918.6M +17.8% | $780.1M |
| Total Debt | $300.3M -34.7% | $460.2M +1.8% | $451.8M +52.5% | $296.3M -0.8% | $298.7M +10.0% | $271.5M |
| Operating Cash Flow | $27.0M +187.0% | $-31.0M -42.2% | $-21.8M -371.1% | $8.1M +145.7% | $-17.6M -149.2% | $35.8M |
| Free Cash Flow | $5.7M +110.8% | $-52.7M -29.2% | $-40.8M -854.0% | $-4.3M +84.8% | $-28.1M -189.7% | $31.3M |
Get alerted when VSEC's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for VSE CORP including:
Top Institutional Holders of VSEC
BlackRock, Inc.
$1.1B4,631,048 shT. Rowe Price Investment Management, Inc.
$479.9M2,100,437 shSTATE STREET CORP
$471.0M2,061,321 shVANGUARD CAPITAL MANAGEMENT LLC
$283.8M1,242,190 shVANGUARD PORTFOLIO MANAGEMENT LLC
$235.0M1,028,481 shDurable Capital Partners LP
$224.0M980,310 shCapital Research Global Investors
$189.5M829,201 shUBS Group AG
$188.4M824,499 shDENDUR CAPITAL LP
$187.7M821,400 shGEODE CAPITAL MANAGEMENT, LLC
$184.6M807,808 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.1B | 4,631,048 |
| T. Rowe Price Investment Management, Inc. | $479.9M | 2,100,437 |
| STATE STREET CORP | $471.0M | 2,061,321 |
| VANGUARD CAPITAL MANAGEMENT LLC | $283.8M | 1,242,190 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $235.0M | 1,028,481 |
| Durable Capital Partners LP | $224.0M | 980,310 |
| Capital Research Global Investors | $189.5M | 829,201 |
| UBS Group AG | $188.4M | 824,499 |
| DENDUR CAPITAL LP | $187.7M | 821,400 |
| GEODE CAPITAL MANAGEMENT, LLC | $184.6M | 807,808 |
Companies Similar to VSEC
Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.
ADVANCED ENERGY INDUSTRIES INC
Fabrinet
OSI SYSTEMS INC
ESCO TECHNOLOGIES INC
MKS INC
Huron Consulting Group Inc.
DIODES INC /DEL/
TTM TECHNOLOGIES INC
Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
More Technology Companies
View all Technology →Put VSEC on your watchlist
Track score changes the day VSE CORP files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is VSEC a good stock to buy?
13F Pro's AI-powered analysis of VSE CORP (VSEC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for VSEC are available on the VSEC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. VSEC is classified as a mid company.
Which hedge funds own VSEC?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling VSEC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of VSE CORP's investment landscape.