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VSE (VSEC) investor relations material
VSE TD Cowen 47th Annual Aerospace & Defense Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.TD Cowen 47th Annual Aerospace & Defense Conference summary11 Feb, 2026
Business transformation and strategic direction
Transitioned from a defense contractor to a commercial and business/general aviation aftermarket-focused company over five years, growing segment revenue from under $150 million to over $1.1 billion by 2025.
Announced the largest and most transformational acquisition with PAG, aiming to create one of the largest global MRO footprints.
Focus on expanding both top-line growth and consolidated margins, targeting over 20% within 24 months.
Emphasizes a model integrating new parts, used parts, and repair capabilities to offer a unique, all-inclusive aftermarket solution.
Proprietary solutions and technical expertise are central to the business model, with ongoing adaptation to end-user and OEM needs.
Acquisition strategy and integration
PAG acquisition was proactively pursued, with extensive pre-diligence and an unsolicited bid, resulting in a win-win outcome.
PAG was built through acquisitions and operates with a broker-like, problem-solving DNA, similar to the acquiring company’s approach.
Integration is managed incrementally, focusing on maintaining agility and the unique strengths of acquired businesses.
Integration synergies are primarily cost-based, with a clear line of sight and regular updates planned; full integration expected over 24 months.
Additional tuck-in acquisitions are possible without disrupting ongoing integration, especially for smaller MRO shops.
Competitive landscape and market positioning
Competes with large, well-capitalized players like Boeing, Airbus, HEICO, and AAR in distribution; competition varies by market segment.
Maintains a strong competitive moat in business and general aviation (BGA) and rotorcraft, offering unmatched capabilities for certain platforms.
OEM partnerships are a key differentiator, with over 80% of new business wins coming directly from OEMs.
Focuses on being OEM-friendly, helping monetize aftermarket opportunities and manage end-user relationships.
BGA market is seen as attractive for its steady, mid- to upper-single-digit growth and opportunity to build IP-driven moats.
How does PAG enhance BGA competitive moat
PAG integration approach and future scalability
Proprietary content strategy impact on OEM ties
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Next VSE earnings date
Citi's Global Industrial Tech & Mobility Conference 202618 Feb, 2026
VSE
Next VSE earnings date
Citi's Global Industrial Tech & Mobility Conference 202618 Feb, 2026
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Frequently asked questions
VSE Corporation provides aftermarket distribution and maintenance, repair, and overhaul services for land, sea, and air transportation assets. The company serves government, defense, and commercial clients with supply chain support and engineering solutions. Its segments include aviation, fleet, and federal and defense services. The company is headquartered in Alexandria, Virginia, and its shares are listed on the NASDAQ.
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