VSEC at a glance
VSE CORP (VSEC, SEC CIK 102752) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as September 16, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), VSE CORP (VSEC) reported revenue of $1.1 billion (up 3.0% from FY2024) and net income of $11.7 million. Diluted EPS was $0.55.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding VSE CORP (VSEC) shares worth $3.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by CUOMO JOHN A on September 14, 2026 of 18 shares at $188.88 per share.
- In the last 90 days, VSEC insiders reported 0 open-market purchases ($0) and 12 open-market sales ($4.5M) on Form 4, a net sale of $4.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.1B
- +3.0% vs prior year
- Insiders · 90 days
- 0 buys · 12 sells
- Net −$4.5M
- 13F holders
- 32 funds
- $3.3B · +1 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: aftermarket parts distribution and MRO services for air transportation assets in commercial and government markets
- New emphasis: acquisition agreement to buy Precision Aviation Group for $2.025B plus up to $125M contingent earn-out, closing expected Q2 2026
- Strategic shift: sale of Fleet segment in April 2025 to focus solely on Aviation segment operations
- Notable metric: $2.025B purchase consideration for PAG acquisition funded partly by February 2026 Offerings
- Distinctive fact: transition from three reportable segments to a single Aviation segment after divesting Federal and Defense and Fleet segments
Risk Factors
- Regulatory risk from FAA and equivalent agencies' potential adoption of new stringent airworthiness standards for aircraft components and repair facilities
- Geopolitical exposure to Russia-Ukraine and Middle East conflicts impacting supply chains, revenues, and contract performance
- Supply chain delays and cost increases due to geopolitical uncertainty and disruptions affecting sourcing and contract fulfillment
- Competitive threat from OEMs bundling services and products with greater brand recognition and resources than VSE
- Financial risk from material customer concentration with one group accounting for ~20% of 2025 revenues, risking material revenue loss if reduced demand or contract termination occurs
Management Discussion & Analysis
- Revenue $1.11B in 2025, up 41% YoY ($326M increase) driven by acquisitions and higher distribution (+46%) and repair (+35%) revenues
- Operating income $89.6M, margin 8.1% vs $58.8M, margin 7.5% in 2024; net income $53.5M, up 176% YoY
- Best performing segment: Aviation (single segment) with 46% growth in distribution revenue; no separate worst segment disclosed
- Cash flow: Operating cash $27.0M vs -$31.0M in 2024; Capex increased; Dividends paid $8.3M ($0.40/share); Financing cash $289.8M, including $441.6M equity offering proceeds used for acquisitions and debt repayment
- Forward outlook: Management highlights acquisitions aligned to high-margin aftermarket; monitoring inflation risk; sufficient liquidity expected for operations and acquisitions
AI summary of the VSEC 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $449.1M, up 65% YoY from $272.1M, driven by acquisitions and distribution wins
- Operating margin 10.9% vs 8.3% YoY, with operating income $49.0M, up 117%
- Repair revenue $246.1M, up 149%; distribution revenue $203.0M, up 17%
- Operating cash flow used $34.7M; cash increased $6.0M through six months
- PAG acquisition funded with $1.3B offering proceeds; $900.0M term loan and $500.0M revolver capacity post-acquisition
Risk Factors
- No material changes to 2025 Form 10-K risk factors
- Acquisition-related execution risk following May 2026 Stock Purchase Agreement amendments
- Financing risk following May 2026 Credit Agreement amendment
- Insider-trading compliance risk from CEO’s 10b5-1 plan covering 35,000 shares
- Equity-market risk from potential share sales beginning August 17, 2026
AI summary of the VSEC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Quarterly cash dividend of $0.10 per share declared
- October 15, 2026 record date for eligible stockholders
Item 2.02: Results of Operations and Financial Condition
- Q2 FY2026 results covered quarter ended June 30, 2026
- Press release issued August 5, 2026, with financial results and webcast materials in Exhibit 99.1
Item 8.01: Other Events
- Quarterly cash dividend of $0.10 per share declared
- Payment scheduled for July 29, 2026
Item 5.07: Submission of Matters to a Vote of Security Holders
- Strong 93.42% meeting participation, with 26,211,532 of 28,055,393 shares represented
- All eight director nominees elected for one-year terms, though Mark E. Ferguson III received the highest withheld vote count at 2,290,381
AI summaries of VSEC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for VSEC
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| EBERHART RALPH E | A | Sep 15, 2026 | 67 | $178.08 |
| FERGUSON III MARK E | A | Sep 15, 2026 | 148 | $178.08 |
| CUOMO JOHN A | Sell | Sep 14, 2026 | 18 | $188.88 |
| CUOMO JOHN A | Sell | Sep 14, 2026 | 234 | $186.42 |
| CUOMO JOHN A | Sell | Sep 14, 2026 | 912 | $187.42 |
| CUOMO JOHN A | Sell | Sep 14, 2026 | 402 | $188.22 |
| Cohn Adam Robert | M | Sep 11, 2026 | 5,998 | - |
| Cohn Adam Robert | M | Sep 11, 2026 | 5,998 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.1B | $1.1B |
| Operating Income | - | $81.4M | $89.6M |
| Net Income | $39.1M | $15.3M | $11.7M |
| Op. Margin | - | 7.5% | 8.1% |
| Net Margin | - | 1.4% | 1.1% |
| Balance Sheet | |||
| Total Assets | $1.4B | $1.7B | $2.0B |
| Equity | - | $988.2M | $1.4B |
| ROE | - | 1.6% | 0.8% |
| Per Share | |||
| EPS | $2.76 | $0.85 | $0.55 |
| Cash Flow | |||
| Operating CF | - | -$31.0M | $27.0M |
| CapEx | $18.7M | $20.7M | $21.3M |
Source: XBRL data in VSE CORP (VSEC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate VSEC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $3.26B |
| Q1 2026 | 31 | $2.71B |
| Q4 2025 | 26 | $1.55B |
| Q3 2025 | 27 | $1.38B |
| Q2 2025 | 26 | $912.3M |
| Q1 2025 | 22 | $756.7M |
| Q4 2024 | 17 | $519.6M |
| Q3 2024 | 14 | $196.5M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 195 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
VSEC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jul 22, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | May 21, 2026 | - | - | |
| SC 13G | May 12, 2026 | - | - | |
| 8-K | May 8, 2026 | - | Analysis | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 11, 2026 | - | - | - |
| 4 | Mar 11, 2026 | - | - | - |
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VSEC SEC filings: frequently asked questions
Are VSEC insiders buying or selling?
In the last 90 days, VSE CORP (VSEC) officers, directors and 10% owners reported no open-market purchases and 12 open-market sales worth $4.5 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold VSEC stock?
As of June 30, 2026, the largest VSE CORP (VSEC) holders among the 13F filers tracked by SignalX were BlackRock ($1.1 billion), State Street Corp ($471.0 million), Vanguard Capital Management LLC ($283.8 million), Vanguard Portfolio Management LLC ($235.0 million), Invesco Ltd ($141.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was VSEC's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), VSE CORP (VSEC) reported revenue of $1.1 billion (up 3.0% from FY2024) and net income of $11.7 million. Diluted EPS was $0.55. The figures come from the XBRL data in the 10-K.
What are the main risks in VSEC's latest 10-K?
In the 10-K filed February 27, 2026, VSE CORP (VSEC) flagged: Regulatory risk from FAA and equivalent agencies' potential adoption of new stringent airworthiness standards for aircraft components and repair facilities. Geopolitical exposure to Russia-Ukraine and Middle East conflicts impacting supply chains, revenues, and contract performance. (AI summary of the Risk Factors section.)
What did VSEC report in its latest 8-K?
VSE CORP (VSEC) filed an 8-K on August 6, 2026 reporting Item 8.01 (Other Events). Quarterly cash dividend of $0.10 per share declared.
What are the latest VSEC SEC filings?
VSE CORP (VSEC) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on September 16, 2026.
What is VSEC's SEC CIK number?
VSE CORP (VSEC)'s SEC Central Index Key (CIK) is 102752. EDGAR lists every VSEC filing under that number.
Ask anything about VSEC
The research agent reads VSEC's filings, financials, insider trades and 13F holders, then answers with sources.