AI brief of an SEC Form 8-K · VSE (VSEC)

VSE Q1 revenue up 27% to record $324.6 million; 2026 outlook lifted for PAG

Positive Impact 4 of 5 earnings Written later

VSE Corporation reported first-quarter 2026 revenue of $324.6 million, up 26.8% from a year earlier, with GAAP net income of $29.1 million (up 108.0%) and diluted EPS of $1.04 (up 55.2%). The company raised its full-year 2026 revenue and Adjusted EBITDA margin guidance to include Precision Aviation Group, which it acquired on May 5, 2026, and says its underlying business outlook is unchanged.

Key points

Q1 2026 revenue $324.6 million, up 26.8%; GAAP net income $29.1 million, up 108.0%; diluted EPS $1.04, up 55.2%
Adjusted EBITDA $55.4 million, up 37.4%; Adjusted EBITDA margin 17.1%
PAG acquired May 5, 2026 from GenNx360 Capital Partners for $2.025 billion in cash and equity
Full-year 2026 revenue growth guidance raised to 57% to 61% from 19% to 23%, driven by PAG

The filing

CompanyVSE (VSEC)

Form8-K, current report

Filed with the SECMay 5, 2026, 4:45 PM ET

Accession number0000102752-26-000040

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:00 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 05, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.