VSE Corp Q2 Revenue Jumps 65%, Beats Estimates; Raises 2026 Guidance
VSEC sits 45% above its 52-week low of $152.47.
Summary
VSE Corp delivered a standout Q2, with revenue surging 65% to $449.1M, well above the $425M consensus. Adjusted net income of $55M and adjusted EBITDA of $86M also crushed estimates, driven by the PAG and NorthStar acquisitions and strong organic growth in commercial engine aftermarket. Management raised its full-year 2026 revenue growth guidance to 61%-64% from 57%-61% and lifted adjusted EBITDA margin outlook to 18.7%-19.0%. This follows record Q1 results and the $2.025B PAG acquisition, showing integration is delivering faster than expected. The raised guidance and margin expansion signal accelerating momentum heading into the second half.
At the time of this announcement, VSEC was trading at $221.00 on NASDAQ in the Industrial Applications And Services sector, with a market capitalization of approximately $6.1B. The 52-week trading range was $152.47 to $240.56. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Reuters.