VSE Q2 Earnings Call Highlights

Impact · against what's priced in

VSE's record Q2 results and upwardly revised full-year revenue and margin guidance act as a strong positive catalyst. The growth is underpinned by structural tailwinds in aviation MRO and successful inorganic expansion via the PAG acquisition.

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In context

The company raised its FY2026 revenue growth outlook to 61%-64% and adjusted EBITDA margin guidance to 18.7%-19%, supported by a 149% surge in MRO revenue and the completion of the $2 billion PAG acquisition.

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• earnings▲1%
• guidance
• m and a
• aerospace
• VSEC
• acquisitions
• aftermarket
• aviation
• ebitda
• mro