VSE Corporation (VSEC) reported second-quarter 2026 revenue of $449.1 million, up 65.0% from a year earlier. GAAP net income from continuing operations rose 109.1% to $28.5 million, and GAAP diluted EPS increased 37.9% to $0.91.
The company said it raised its full-year 2026 revenue growth guidance to 61% to 64% from a prior range of 57% to 61%. VSE also increased its full-year adjusted EBITDA margin outlook to 18.7% to 19.0% from 18.1% to 18.5%.
- Second-quarter revenue was a record $449.1 million, compared with $272.1 million in the prior-year period.
- Net income from continuing operations was $28.5 million, compared with $13.6 million a year earlier.
- GAAP diluted EPS was $0.91, compared with $0.66 in the second quarter of 2025.
- Adjusted EBITDA from continuing operations was $86.0 million, up 98.0%, with adjusted EBITDA margin of 19.2%.
- VSE completed its acquisition of Precision Aviation Group on May 5, 2026, and NorthStar Technologies on April 1, 2026.
- The company reported $27.6 million of operating cash flow and $18.7 million of free cash flow in the quarter.
$VSEC Insider Trading Activity
$VSEC insiders have traded $VSEC stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $VSEC stock by insiders over the last 6 months:
- BENJAMIN E. THOMAS (Chief Operating Officer) sold 6,500 shares for an estimated $1,279,330
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$VSEC Hedge Fund Activity
We have seen 233 institutional investors add shares of $VSEC stock to their portfolio, and 111 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 2,487,950 shares (+123.2%) to their portfolio in Q1 2026, for an estimated $458,777,980
- STATE STREET CORP added 952,033 shares (+103.1%) to their portfolio in Q1 2026, for an estimated $175,554,885
- DURABLE CAPITAL PARTNERS LP added 525,543 shares (+59.8%) to their portfolio in Q1 2026, for an estimated $96,910,129
- UBS GROUP AG added 461,519 shares (+91.8%) to their portfolio in Q1 2026, for an estimated $85,104,103
- CITADEL ADVISORS LLC added 396,699 shares (+274.6%) to their portfolio in Q1 2026, for an estimated $73,151,295
- PRICE T ROWE ASSOCIATES INC /MD/ added 372,073 shares (+55.0%) to their portfolio in Q1 2026, for an estimated $68,610,261
- CAPITAL RESEARCH GLOBAL INVESTORS removed 363,329 shares (-28.0%) from their portfolio in Q1 2026, for an estimated $66,997,867
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$VSEC Congressional Stock Trading
Members of Congress have traded $VSEC stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $VSEC stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN purchased up to $50,000 on 02/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
