VSE (VSEC)
Distributes aircraft parts and repairs engines, avionics, accessories, wheels, brakes, and other components.
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Distributes aftermarket aircraft parts and earns service revenue from component, engine, accessory, avionics, and wheel-and-brake repair, alongside rotable exchange and supply-chain support. One Aviation segment serves commercial, cargo, business and general aviation, rotorcraft, and defense customers through a global repair and distribution network.
Supplies aftermarket aircraft and airframe parts and repairs engines, auxiliary power units, avionics, fuel controls, pneumatics, hydraulics, wheels, brakes, and other components. Rotable exchange, supply-chain support, OEM-licensed manufacturing, and proprietary repair solutions extend the offering across commercial, cargo, business and general aviation, rotorcraft, and defense markets worldwide.
Operates as one Aviation segment after selling the Federal and Defense and Fleet businesses. A global network of repair facilities and distribution centers combines stocked parts, technical repair capability, and OEM programs; Precision Aviation Group and NorthStar added avionics, engine services, logistics, and proprietary content. Operations depend on OEM relationships, parts availability, skilled technicians, third-party delivery networks, aviation approvals, and a material affiliated customer group.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 14, 2026 | Guggenheim | Initiate | Rating: — | |
| Aug 11, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $268 | Target: $290 |
| Aug 9, 2026 | Jefferies | Reiterate | Rating: —Target: $260 | Target: $275 |
| Aug 7, 2026 | RBC Capital | Reiterate | Rating: —Target: $240 | Target: $265 |
| Jul 15, 2026 | Morgan Stanley | Target | Target: $245 | Target: $230 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $75.4M · Total debt $1.03B · Total assets $4.40B · Shareholders' equity $2.93B
- Revenue
- $449.1M
- Operating income
- $49.0M
- Net income
- $28.5M
HistoryDividendAnnual yieldUpcoming
| Institutions | ≈ 117.01% | 32.84M shares | |
|---|---|---|---|
| 392 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.82% | 509.7K shares | |
| 12 holders · as of Sep 16, 2026 | |||
| Adds to | 118.83% | ||
28.06M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 118.83%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 16.50% | 4.63M | as of Jun 30, 2026 |
T. Rowe Price Investment Management, Inc.Institution | 7.48% | 2.10M | as of Jun 30, 2026 |
State Street CorpInstitution | 7.34% | 2.06M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.43% | 1.24M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 3.66% | 1.03M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 14, 2026 | John A. Cuomo | director, officer: CEO and President | −1,566 | $187.49 |
| Aug 17, 2026 | John A. Cuomo | director, officer: CEO and President | −17,500 | $242.49 |
| Jun 12, 2026 | Benjamin E. Thomas | officer: Chief Operating Officer | −6,500 | $196.82 |
- AAR
Broad aviation services peer in parts supply and MRO
- HEICO
Aerospace aftermarket parts and repair overlap
- StandardAero
Engine aftermarket MRO peer after recent repair buildout
- FTAI
Engine exchange and repair competitor in narrowbody aftermarket
- AerSale
USM, asset management, and component MRO overlap
- TransDigm Group
Proprietary aerospace parts rival in aftermarket components
- Boeing
OEM-backed parts distribution and services competitor
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| VSE | $182.70 | +1.42% | $5.05B | 66.2 | 24.9 | 3.7 | +65.0% |
| AAR | $117.97 | +1.47% | $4.64B | 23.9 | 20.5 | 1.4 | +23.0% |
| HEICO | $308.85 | +1.92% | $42.22B | 50.5 | 44.9 | 8.2 | +23.1% |
| StandardAero | $22.79 | −0.42% | $7.61B | 23.6 | 13.7 | 1.2 | +4.6% |
| FTAI | $189.83 | −1.51% | $19.77B | 41.9 | 21.3 | 6.4 | +40.9% |
| AerSale | $5.55 | +1.38% | $258.5M | — | 20.9 | 0.9 | −33.9% |
| TransDigm Group | $1,105.16 | −0.40% | $62.07B | 33.7 | 23.7 | 6.2 | +22.6% |
| Boeing | $198.07 | −1.53% | $158.98B | 87.1 | 150.0 | 1.7 | +8.0% |
| Median | 37.8 | 21.3 | 1.7 | +22.6% |