VSEC · Vse Corp
$187.66
-11.68 (-5.86%)
At close · Jul 29
Market Cap
$5.59B
Shares
28.06M
Vse Corp Earnings Call Transcripts
Every quarterly earnings call for Vse Corp (VSEC) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼16.6%
$167.38M
$9.42M
'22 Q3
22-10-27
·
$101.07M
$4.85M
'22 Q4
23-03-09
▼18.4%
$188.59M
$9.12M
'23 Q1
23-05-02
▲20.9%
$205.22M
$8.86M
'23 Q2
23-07-19
▲38.2%
$231.35M
$9.56M
'23 Q3
23-11-01
▼180.3%
$
$11.61M
'23 Q4
24-03-01
▼13.9%
$162.38M
−$6.61M
'24 Q1
24-05-08
▼6%
$192.83M
−$2.78M
'24 Q2
24-08-01
▼12%
$203.64M
$11.65M
'24 Q3
24-11-06
·
$227.40M
$13.06M
'24 Q4
25-02-27
▲57.7%
$256.05M
−$8.97M
'25 Q1
25-05-06
▲41.1%
$272.14M
$3.20M
'25 Q2
25-07-30
▲38.9%
$282.91M
$3.91M
'25 Q3
25-10-27
▲32.4%
$301.18M
$13.57M
'25 Q4
26-02-26
LATEST
▲26.8%
$324.58M
$29.05M
'26 Q1
26-05-05
Earnings call
FY26 · Q2
2026-08-06
2Q26 Earnings Conference Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-05
Vse Corp Q1 FY2026 Earnings Call
Confident tone
PAG Acquisition
MRO Expansion
Distribution Channel
Revenue
$324.58M
▲ 26.8% YoY Diluted EPS
$1.04
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-26
Vse Corp Q4 FY2025 Earnings Call
Confident tone
PAG acquisition
Organic growth and 2026 outlook
New program awards and proprietary content
Revenue
$301.18M*
▲ 32.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2026-02-18
Citi - 2026 Global Industrial Tech and Mobility Conference
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-02-11
TD Cowen 47th Annual Aerospace & Defense Conference
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-01-29
VSE Corporation Conference Call
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q3
2025-10-27
Vse Corp Q3 FY2025 Earnings Call
Confident tone
Aero 3 Acquisition
Aviation Segment Performance
2025 Financial Guidance
Revenue
$282.91M
▲ 38.9% YoY Diluted EPS
$0.19
▼ 69.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-30
Vse Corp Q2 FY2025 Earnings Call
Confident tone
Acquisitions and integration momentum
Engine MRO and distribution growth
USM strategy reset at Kellstrom
Revenue
$272.14M
▲ 41.1% YoY Diluted EPS
$0.16
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-06
Vse Corp Q1 FY2025 Earnings Call
Confident tone
Acquisitions and integration (TCI, Kellstrom, Turbine Weld)
USM / distribution vs. MRO mix
OEM partnerships and program wins
Revenue
$256.05M
▲ 57.7% YoY Diluted EPS
$-0.44
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-27
Vse Corp Q4 FY2024 Earnings Call
Confident tone
Acquisitions and integration
Aviation segment growth and market outlook
Commercial aviation aftermarket growth
Revenue
$227.40M*
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-06
Vse Corp Q3 FY2024 Earnings Call
Confident tone
Aviation segment performance
Kellstrom Aerospace acquisition
Fleet segment / USPS transition
Revenue
$203.64M
▼ 12% YoY Diluted EPS
$0.63
▲ 0% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-01
Vse Corp Q2 FY2024 Earnings Call
Confident tone
Aviation segment growth
Fleet segment / USPS transition
Desser acquisition integration
Revenue
$192.83M
▼ 6% YoY Diluted EPS
$-0.16
▼ 123.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-08
Vse Corp Q1 FY2024 Earnings Call
Confident tone
Aviation segment growth and MRO share gains
Acquisitions: TCI and Desser integration
Aviation record profitability and EBITDA margins
Revenue
$162.38M
▼ 13.9% YoY Diluted EPS
$-0.41
▼ 157.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-03-01
Vse Corp Q4 FY2023 Earnings Call
Confident tone
Aviation segment growth and MRO expansion
Fleet segment performance and strategic review
Financial performance and profitability
Revenue
$*
▼ 180.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Vse Corp Q3 FY2023 Earnings Call
Revenue
$231.35M
▲ 38.2% YoY Diluted EPS
$0.63
▼ 13.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-19
Vse Corp Q2 FY2023 Earnings Call
Revenue
$205.22M
▲ 20.9% YoY Diluted EPS
$0.68
▲ 15.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-02
Vse Corp Q1 FY2023 Earnings Call
Revenue
$188.59M
▼ 18.4% YoY Diluted EPS
$0.71
▲ 44.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-03-09
Vse Corp Q4 FY2022 Earnings Call
Revenue
$101.07M*
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-27
Vse Corp Q3 FY2022 Earnings Call
Revenue
$167.38M
▼ 16.6% YoY Diluted EPS
$0.73
▲ 2.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-28
Vse Corp Q2 FY2022 Earnings Call
Revenue
$169.76M
▼ 3.1% YoY Diluted EPS
$0.59
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-28
Vse Corp Q1 FY2022 Earnings Call
Revenue
$231.24M
▲ 40.2% YoY Diluted EPS
$0.49
▲ 16.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-03-10
Vse Corp Q4 FY2021 Earnings Call
Revenue
$*
▼ 139.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-28
Vse Corp Q3 FY2021 Earnings Call
Revenue
$200.58M
▲ 21.2% YoY Diluted EPS
$0.71
▼ 2.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-29
Vse Corp Q2 FY2021 Earnings Call
Revenue
$175.11M
▲ 3.8% YoY Diluted EPS
$-0.97
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-29
Vse Corp Q1 FY2021 Earnings Call
Revenue
$164.98M
▼ 7% YoY Diluted EPS
$0.42
▲ 40% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-01-28
Vse Corp Q4 FY2020 Earnings Call
Revenue
$150.02M
▼ 23.2% YoY Diluted EPS
$0.54
▼ 40% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-29
Vse Corp Q3 FY2020 Earnings Call
Revenue
$165.50M
▼ 16.5% YoY Diluted EPS
$0.73
▼ 23.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-30
Vse Corp Q2 FY2020 Earnings Call
Revenue
$168.72M
▼ 10.8% YoY Diluted EPS
$-2.05
▼ 330.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-01
Vse Corp Q1 FY2020 Earnings Call
Revenue
$177.42M
▲ 4.4% YoY Diluted EPS
$0.30
▼ 50% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-28
Vse Corp Q4 FY2019 Earnings Call
Revenue
$195.27M
▲ 7.9% YoY Diluted EPS
$0.90
▲ 7.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–30 of 30 earnings calls
Key facts
CIK
102752
CUSIP
918284100
13F (30d)
80 filings
80 filers
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