Wolfe Research has initiated coverage on VSE Corp (VSEC) with an Outperform rating, marking the firm's first assessment of the aerospace and defense company. This move underscores Wolfe's confidence in VSE's investment potential, reflecting their analysis of the business, industry dynamics, and growth prospects.
Headquartered in Miramar, Florida, VSE Corp engages in providing repair services, parts distribution, logistics, and consulting services across land, sea, and air transportation assets for both commercial and government sectors. With a market capitalization of $4.1 billion, VSE reported a trailing twelve-month price-to-earnings ratio of 364.86 and earnings per share of 0.55. The company also offers a substantial dividend yield of 22.4%.
Looking ahead, VSE is set to announce its upcoming earnings on July 28, 2026, with analysts estimating earnings per share of $1.08 and revenue of $325.0 million. Recent earnings performance has shown positive surprises, including a Q3 2025 EPS of $0.99, beating expectations by 15.5%.
Analyst ratings, such as this one, provide insights based on research and financial models. However, they should be considered alongside company fundamentals, competitive positioning, and broader industry trends, rather than as the sole basis for investment decisions. Ratings can change as new information emerges, and different analysts may hold varying views on the same stock.