Nama Insights

VSE (VSEC)

Industrials · Aerospace Defense · NASDAQ

VSE (VSEC) is a Industrials company in the Aerospace Defense industry. It has a market capitalization of $4.85B, a trailing price-to-earnings ratio of 28.4 and a free-cash-flow yield of 0.7%. Over the most recent reported fiscal year, revenue grew 41.5%. Nama's AI scorecard rates it Hold, 5.0 out of 10. On 12-month momentum it ranks in the lagging band of its market.
AI scorecard
Hold · 5.0/10
The sections balance. As of Nov 7, 2026.
Momentum
Lagging · -4.2% over 12 months ex. last
Second-worst fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-30.3%
How far the last close sits under the highest price of the past five years.
Market cap$4.85B
Trailing P/E28.4
Price / book1.6
Price / sales3.6
FCF yield0.7%
Dividend yield0.2%
Gross margin12.6%
Operating margin10.9%
Net margin5.5%
Revenue growth (YoY)+41.5%
Revenue growth (3-yr annual)+18.4%
EPS growth (YoY)+25.0%
FCF/share growth (YoY)—
Beta1.3
ExchangeNASDAQ
SectorIndustrials
IndustryAerospace Defense

VSEC earnings

Next report: Mar 1, 2027 (Q4 2026, EPS estimate $1.81). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 4, 2026 $2.01 $1.74 +15.5% —
Q2 2026 Aug 5, 2026 $1.75 $0.93 +88.2% $449.14M
Q1 2026 May 5, 2026 $1.17 $0.89 +31.5% $324.58M
Q4 2025 Feb 25, 2026 $1.16 $0.89 +30.3% $301.18M

VSEC analyst price target

Median target $260.00 from 9 analysts, ranging $215.00 – $280.00.

Aerospace Defense peers

TickerCompanyMarket capP/E
SPCX Space Exploration Technologies $1.82T —
GE GE Aerospace $335.38B 42.0
RTX RTX $255.76B 25.3
BA Boeing $137.41B 20.1
LMT Lockheed Martin $131.00B 20.1
GD General Dynamics $95.68B 20.8
HWM Howmet Aerospace $81.84B 40.7
NOC Northrop Grumman $74.59B 18.1
Explore live VSEC data on Nama Insights →

VSEC FAQ

Is VSEC a buy?
Nama's AI scorecard currently rates VSE Hold (5.0 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is VSEC's P/E ratio?
VSE trades at a trailing price-to-earnings ratio of 28.4.
When does VSEC report earnings?
VSE's next scheduled report is on Mar 1, 2027. Analysts expect EPS of $1.81.
What is the VSEC price target?
The median analyst price target from 9 analysts is $260.00, with a range of $215.00 – $280.00.
Is VSEC Shariah compliant?
Nama's AAOIFI-style screen reads VSE as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does VSEC pay a dividend?
Yes — VSE's dividend yield is 0.2%.