VSE Corporation stock falls 2.59 percent as targets stay above USD 250

Published on 09/28/2026 at 21:39 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

VSE Corporation stock carries a USD 252.22 consensus target after adjusted EPS reached USD 1.75 in Q2 2026. Revenue rose 65.0 percent year over year.

VSEC, US9183401031, Illustration mit AI erstellt.

VSE Corporation stock (ISIN US9183401031) was trading at USD 176.08 on Nasdaq on September 28, 2026, down 2.59 percent from the previous close. The move leaves the shares 28.96 percent below the 52-week high of USD 247.85, while the latest earnings and analyst data point to a sharply higher valuation benchmark.

Targets remain above USD 250

According to MarketBeat on September 26, 2026, thirteen rating firms assigned VSE a Moderate Buy consensus, including eight buys, one strong buy and four holds. The average 12-month price target was USD 252.22, which stands 43.24 percent above the Nasdaq price of USD 176.08.

The target spread reflects expectations for continued integration and aviation aftermarket growth. Jefferies maintained a buy rating with a USD 275.00 target, while RBC lifted its target from USD 240.00 to USD 265.00, according to MarketBeat.

Q2 revenue reaches USD 449.14 million

VSE's second-quarter 2026 revenue reached USD 449.14 million, up 65.0 percent from the prior-year quarter. Adjusted EPS was USD 1.75 against a USD 0.93 consensus, a USD 0.82 beat, according to MarketBeat. The company posted GAAP net income of USD 28.5 million and diluted GAAP EPS of USD 0.91 for the same period, according to StockTitan.

VSE raised full-year 2026 guidance to revenue growth of 61 percent to 64 percent and an adjusted EBITDA margin of 18.7 percent to 19.0 percent. The second-quarter filing also reported USD 27.6 million of operating cash flow and USD 18.7 million of free cash flow, giving investors a concrete measure of cash conversion alongside the acquisition-led growth.

Stock trades below its yearly high

VSE had a market capitalization of USD 4.9 billion and trading volume of 138,323 shares on September 28, 2026. Its 52-week range was USD 154.67 to USD 247.85, placing the current price 13.84 percent above the low and 28.96 percent below the high.

The next dated shareholder return is a USD 0.10 quarterly dividend payable October 29, 2026, to holders of record on October 15, 2026, as MarketBeat reported. The payout offers a counterweight to the stock's 2.59 percent daily decline, but the central market question remains whether acquisition integration can convert higher revenue into durable cash generation.