Stocks Consumer discretionary VSEC
NASDAQ · Consumer discretionaryVse Corp (VSEC)
Vse Corp brought in $1.6B of revenue over the twelve months to September 30, 2026, up 55.6% from a year earlier. Net income was $118.4M, a net margin of 7.3%. Operating cash flow minus capital spending left $5.7M of free cash flow in fiscal 2025. At September 30, 2026 it held $65.8M in cash against $959.9M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.
Key facts about Vse Corp
- Net worth
- Vse Corp has a market value (market cap) of $5.2B at the latest share price, and shareholders' equity of $3B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $1.1B (+41.5% year on year), with net income of $11.7M. Over the 12 months to September 30, 2026: revenue $1.6B, net income $118.4M.
- Cash flow
- In fiscal 2025 operations brought in $27M of cash; after $21.3M of capital spending, free cash flow was $5.7M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Vse Corp's next report is expected around January 28, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Vse Corp declared dividends of $0.40 per share in fiscal 2025, a yield of 0.21% at the current price.
What Vse Corp does
Vse Corp is registered with the SEC under industry code SIC 8711 (Services-Engineering Services). Its shares trade on NASDAQ under the ticker VSEC.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $1.1B | $11.7M | $0.55 | $5.7M |
| 2024 | $786.3M | $15.3M | $0.85 | -$51.7M |
| 2023 | $544M | $39.1M | $2.76 | -$40.5M |
| 2022 | $669.4M | $28.1M | $2.19 | -$3.2M |
| 2021 | $481.4M | $8M | $0.63 | -$28.1M |
| 2020 | $661.7M | -$5.2M | -$0.47 | $31.3M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where VSEC ranks in Consumer discretionary
Dividends
Vse Corp declared $0.40 per share in fiscal 2025. At the current price that is a yield of 0.21%. It paid out $8.3M in cash dividends, 71% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $0.40 | $8.3M | 71% |
| 2024 | $0.40 | $7.1M | 46% |
| 2023 | $0.40 | $5.4M | 14% |
| 2022 | $0.40 | $5.1M | 18% |
| 2021 | $0.37 | $4.4M | 56% |
| 2020 | $0.36 | $4M | n/a |
Latest SEC filings
What Vse Corp has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 91% to $541M versus the same quarter last year; diluted EPS $1.49 versus $0.19.
- November 4, 2026Other event 8-K
- November 4, 2026
- October 30, 2026Passive stake (5% or more) SCHEDULE 13G
- August 14, 2026Passive stake changed SCHEDULE 13G/A
- August 14, 2026Passive stake changed SCHEDULE 13G/A
- August 6, 2026Other event 8-K
- August 6, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 65% to $449.1M versus the same quarter last year; diluted EPS $0.91 versus $0.16.
- August 5, 2026
- July 31, 2026Passive stake (5% or more) SCHEDULE 13G
What is VSEC worth? A DCF from its reported cash flow
Insider trades
What the people running Vse Corp did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $4.5M worth of shares in the last 90 days and bought none on the open market. All of the selling was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 15, 2026 | Eberhart Ralph EDirector | Received as pay | 67 | $11.9K |
| September 15, 2026 | Ferguson III Mark EDirector | Received as pay | 148 | $26.4K |
| September 14, 2026 | Cuomo John ACEO and President, Director | Soldpre-planned (10b5-1) | 234 | $43.6K |
| September 14, 2026 | Cuomo John ACEO and President, Director | Soldpre-planned (10b5-1) | 912 | $170.9K |
| September 14, 2026 | Cuomo John ACEO and President, Director | Soldpre-planned (10b5-1) | 402 | $75.7K |
| September 14, 2026 | Cuomo John ACEO and President, Director | Soldpre-planned (10b5-1) | 18 | $3.4K |
| September 11, 2026 | Cohn Adam RobertChief Financial Officer | Exercised options | 5,998 | - |
| September 11, 2026 | Cohn Adam RobertChief Financial Officer | Shares withheld for tax | 2,624 | $511.6K |
Who owns VSEC
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| T. Rowe Price Investment Management, Inc.13G, passive | 8.2% | August 14, 2026 |
| Vanguard Portfolio Management13G, passive | 5.46% | October 30, 2026 |
| Vanguard Capital Management13G, passive | 5.18% | July 31, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 381 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 4,631,048 | +124,314 |
| State Street Corp | 2,061,321 | +186,295 |
| Vanguard Capital Management LLC | 1,242,190 | +63,725 |
| Vanguard Portfolio Management LLC | 1,028,481 | +77,584 |
| Durable Capital Partners LP | 980,310 | -424,461 |
| Capital Research Global Investors | 829,201 | -107,174 |
| UBS Group AG | 824,499 | -139,998 |
| Dendur Capital LP | 821,400 | +342,400 |
| Geode Capital Management, LLC | 807,808 | +60,931 |
| Capital World Investors | 805,643 | +120,859 |
| Samlyn Capital, LLC | 647,205 | +171,656 |
| Neuberger Berman Group LLC | 631,452 | -39,457 |
| Invesco Ltd. | 620,296 | -15,593 |
| Fuller & Thaler Asset Management, Inc. | 556,285 | +6,386 |
| Fmr LLC | 517,857 | +56,777 |
| AltraVue Capital, LLC | 514,157 | -10,640 |
| Ameriprise Financial Inc | 478,078 | +26,887 |
| Artisan Partners Limited Partnership | 453,393 | -111,462 |
| Dimensional Fund Advisors LP | 446,705 | +16,723 |
| Jennison Associates LLC | 390,312 | -94,524 |
Insiders
10 insiders reported holding 457,876 shares in total, about $85.4M at the last price.
| Holder | Shares |
|---|---|
| Cuomo John ACEO and President, Director | 167,971 |
| Wachtel Bonnie KDirector | 137,534 |
| Eberhart Ralph EDirector | 47,514 |
| Thomas Benjamin E.Chief Operating Officer | 42,908 |
| Potter John EDirector | 25,382 |
| Cohn Adam RobertChief Financial Officer | 15,192 |
| Dolanski Edward PDirector | 8,844 |
| Johnson Lloyd EmersonDirector | 7,451 |
| Britt Anita DDirector | 4,582 |
| Ferguson III Mark EDirector | 498350 held indirectly |
Questions about VSEC
What does Vse Corp do?
Vse Corp is a company in the Consumer discretionary sector, listed on NASDAQ as VSEC. Its shares trade on NASDAQ under the ticker VSEC.
What is Vse Corp's net worth?
Vse Corp has a market value (market cap) of $5.2B at the latest share price, and shareholders' equity of $3B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Vse Corp profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $118.4M on revenue of $1.6B, a net margin of 7.3%.
How much revenue does Vse Corp make?
Over the twelve months to September 30, 2026 Vse Corp reported revenue of $1.6B. That is 55.6% more than a year earlier.
When did Vse Corp last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026.
When is Vse Corp's next earnings report?
Vse Corp's next report is expected around January 28, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Vse Corp pay a dividend?
Yes. Vse Corp declared dividends of $0.40 per share in fiscal 2025, a yield of 0.21% at the current price.
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Where the numbers come from
Financial figures are the values Vse Corp tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.