ChartMill · Aug 31, 2026
Defense Stocks Form Barbell Trade as Earnings Set to Test Rotation
Defense stocks split into two trades: high-growth tech names rally while value services contractors gain, with earnings due soon testing the rotation.
VS
NYSE · VSEC
VSE Corporation
Industrials · Aerospace & Defense
$208.68
Down-$7.14 (-3.31%)
Updated Sep 1, 2026, 3:34 AM
SID Score
4.2/10
Composite research score
Smart Money
58/100
Neutral
- Market cap
- 3.59B
- P/E ratio
- 135.27
- Dividend yield
- 0.24%
- 52-week range
- $156.22 – $247.85
- Volume
- 296.54K
- Avg. volume
- 259.44K
Price performance
VSEC price history
1M range · 21 trading sessions · Daily adjusted prices
VSEC closed at $208.68 after 21 trading sessions, up 0.76% for the selected period.
- Last close
- $208.68
- Period change
- +0.76%
- Period low
- $207.11
- Period high
- $243.48
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Aug 31, 2026 | $213.56 | $214.42 | $204.63 | $208.68 | 296.54K |
| Aug 28, 2026 | $221.00 | $221.765 | $214.45 | $215.82 | 182.16K |
| Aug 27, 2026 | $226.59 | $228.805 | $220.10 | $221.00 | 244.98K |
| Aug 26, 2026 | $220.61 | $227.73 | $217.81 | $226.90 | 411.66K |
| Aug 25, 2026 | $219.20 | $222.274 | $215.44 | $217.65 | 209.51K |
| Aug 24, 2026 | $217.58 | $217.58 | $212.06 | $215.00 | 388.74K |
| Aug 21, 2026 | $217.68 | $219.90 | $212.50 | $217.58 | 259.34K |
| Aug 20, 2026 | $226.47 | $228.105 | $213.89 | $214.51 | 325.69K |
| Aug 19, 2026 | $239.49 | $239.49 | $227.31 | $230.42 | 303.28K |
| Aug 18, 2026 | $237.26 | $241.22 | $232.57 | $235.53 | 274.66K |
| Aug 17, 2026 | $239.90 | $245.61 | $238.02 | $243.48 | 319.93K |
| Aug 14, 2026 | $233.59 | $242.75 | $231.81 | $241.82 | 355.16K |
| Aug 13, 2026 | $244.53 | $244.53 | $230.06 | $230.90 | 383.78K |
| Aug 12, 2026 | $245.54 | $247.85 | $238.015 | $242.60 | 501.13K |
| Aug 11, 2026 | $226.79 | $242.535 | $225.64 | $241.82 | 530.53K |
| Aug 10, 2026 | $222.56 | $223.34 | $213.12 | $221.23 | 434.06K |
| Aug 7, 2026 | $228.96 | $228.96 | $215.18 | $218.18 | 568.14K |
| Aug 6, 2026 | $223.04 | $237.82 | $221.00 | $225.45 | 811.24K |
| Aug 5, 2026 | $214.35 | $218.371 | $210.52 | $215.75 | 431.62K |
| Aug 4, 2026 | $212.05 | $215.9901 | $208.97 | $214.23 | 457.31K |
| Aug 3, 2026 | $197.17 | $207.33 | $197.00 | $207.11 | 325.6K |
Latest VSEC news
The latest Smart Investors Daily articles mentioning VSEC.
Stock researchCompany · Overview
VSEC research
Overview
Company profile and research snapshot.
Company profile
VSE Corp is a diversified aftermarket products and services company providing repair services, parts distribution, logistics, supply chain management, and consulting services for land, sea, and air transportation assets to commercial and government markets. Its operations include supply chain management solutions, parts supply and distribution, and maintenance, repair, and overhaul (MRO) services for vehicle fleet, aviation, maritime and other customers. Its reportable segments are; Aviation and Fleet. The majority of the revenue for the company is generated from the Aviation segment which is a provider of aftermarket parts distribution and MRO services for components and engine accessories supporting commercial, business, and general aviation operators.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- —
- Average target
- $196.50
- Implied upside
- —
- Analysts
- —
| Date | Firm | Rating | Target |
|---|---|---|---|
| Aug 13, 2026 | Citigroup | Buy | — |
| Aug 11, 2026 | Deutsche Bank | Buy | — |
| Aug 10, 2026 | Stifel | Buy | — |
| Aug 7, 2026 | RBC Capital | Outperform | — |
| Jun 26, 2026 | Morgan Stanley | Equal-Weight | — |
News briefing
Generated Aug 31, 2026, 9:04 PM
Why Is VSEC Down Today?
VSE Corporation shares declined 3.31% today amid broader rotation dynamics affecting the defense sector. The pullback reflects investor caution as defense stocks face a critical earnings season that could reshape positioning in the traditionally resilient defense space.
Bottom line: VSEC's 3.31% decline reflects broader sector rotation rather than company-specific negative news, placing investors in a wait-and-see mode ahead of earnings season. The stock's near-term direction will likely be determined by execution on upcoming results; a strong earnings beat could reverse recent weakness, while disappointment could accelerate selling pressure as capital rotates to stronger performers.
Benzinga · Aug 25, 2026
If You Invested $100 In VSE Stock 15 Years Ago, You Would Have This Much Today
VSE (NASDAQ:VSEC) has outperformed the market over the past 15 years by 8.03% on an annualized basis producing an average annual return of 21.04%. Currently, VSE has a market capitalization of $6.13 billion. Buying
Benzinga · Aug 20, 2026
Exyn Technologies IPO Opens For Trade At $6.75/Share; IPO Priced At $7.75/Share On 2.5M Shares
Benzinga · Aug 20, 2026
Honeywell Aerospace shares are trading lower. UBS initiated coverage on the stock with a Neutral rating and announced a $231 price target.
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