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VSE (VSEC)
NASDAQ:VSEC
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VSE (VSEC) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 26, 2026
TBA (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.83
Last Year’s EPS
0.9
Same Quarter Last Year
Based on 7 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 27, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call presented a strong performance with record revenue and profitability, boosted by strategic acquisitions and robust market demand. However, there were some financial adjustments and seasonal expectations that slightly tempered the outlook.
Company Guidance
During the VSE Corporation's Third Quarter 2025 Results Conference Call, the company announced a record-breaking quarter, achieving a 39% increase in consolidated revenues to $283 million and a 58% rise in adjusted EBITDA to $47 million, representing 16.7% of revenue. The aviation segment alone saw a 39% revenue increase to $283 million and a 51% growth in adjusted EBITDA to $50 million, with a margin improvement of 140 basis points to 17.8%. The call highlighted the acquisition of Aero 3, expected to close in Q4 2025, enhancing VSE's consolidated adjusted EBITDA margin by more than 50 basis points. Additionally, VSE increased its full-year 2025 Aviation segment revenue growth guidance to 38%-40% and adjusted EBITDA margin guidance to 17%-17.25%. The company also improved its adjusted net leverage ratio to 2x, driven by strong free cash flow generation.
Record Revenue and Profitability
VSE delivered record revenue and profitability for the third quarter of 2025, driven by strong market demand and strategic execution.
Acquisition of Aero 3
VSE announced the acquisition of Aero 3 for $350 million, expected to close in Q4 2025. Aero 3 is a global leader in Wheel & Brake MRO services, contributing $120 million in revenue over the last 12 months with strong EBITDA margins over 20%.
Strong Financial Performance
Consolidated revenues increased 39% to $283 million, and adjusted EBITDA increased 58% to $47 million. Adjusted net income rose by 111% and adjusted EPS increased by 87% compared to the prior year.
MRO Segment Growth
MRO revenue increased 25%, driven by higher-margin product mix and new repair capabilities. Aviation adjusted EBITDA rose by 51% to a record $50 million.
Balance Sheet Strength
VSE's adjusted net leverage ratio improved to 2x, supported by solid free cash flow generation and disciplined working capital management.

VSE (VSEC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

VSEC Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 26, 2026
2025 (Q4)
0.82 / -
0.9
Oct 27, 2025
2025 (Q3)
0.84 / 0.99
0.7139.44% (+0.28)
Jul 30, 2025
2025 (Q2)
0.70 / 0.97
0.6451.56% (+0.33)
May 06, 2025
2025 (Q1)
0.63 / 0.78
0.87-10.34% (-0.09)
Feb 26, 2025
2024 (Q4)
0.72 / 0.90
0.855.88% (+0.05)
Nov 06, 2024
2024 (Q3)
0.60 / 0.71
0.92-22.83% (-0.21)
Jul 31, 2024
2024 (Q2)
0.64 / 0.64
0.82-21.95% (-0.18)
May 08, 2024
2024 (Q1)
0.72 / 0.87
0.834.82% (+0.04)
Mar 06, 2024
2023 (Q4)
0.75 / 0.85
0.6825.00% (+0.17)
Nov 01, 2023
2023 (Q3)
0.76 / 0.92
0.7326.03% (+0.19)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

VSEC Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 27, 2025
$179.52$182.73+1.79%
Jul 30, 2025
$141.39$156.44+10.64%
May 06, 2025
$117.89$127.10+7.81%
Feb 26, 2025
$100.77$117.55+16.65%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does VSE (VSEC) report earnings?
VSE (VSEC) is schdueled to report earning on Feb 26, 2026, TBA (Confirmed).
    What is VSE (VSEC) earnings time?
    VSE (VSEC) earnings time is at Feb 26, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is VSEC EPS forecast?
          VSEC EPS forecast for the fiscal quarter 2025 (Q4) is 0.83.
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