Latest news with #JohnCuomo
Yahoo
29-06-2025
- Business
- Yahoo
The 5 Most Interesting Analyst Questions From VSE Corporation's Q1 Earnings Call
VSE Corporation's first quarter results were shaped by the company's completed exit from fleet services and a sharp focus on aviation aftermarket growth. Management credited strong demand for aviation maintenance and distribution, alongside the integration of recent acquisitions, as primary drivers of performance. CEO John Cuomo described the quarter as a turning point, with the divestiture of the fleet segment allowing VSE to operate as a 'pure-play provider of aviation aftermarket parts and services.' The positive market reaction reflected optimism around these strategic shifts and the company's ability to execute on improved margins and operational focus. Is now the time to buy VSEC? Find out in our full research report (it's free). Revenue: $256 million vs analyst estimates of $274.3 million (57.7% year-on-year growth, 6.7% miss) Adjusted EPS: $0.78 vs analyst estimates of $0.58 (35.3% beat) Adjusted EBITDA: $40.35 million vs analyst estimates of $32.6 million (15.8% margin, 23.8% beat) Operating Margin: 9.6%, down from 14.9% in the same quarter last year Market Capitalization: $2.64 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Ken Herbert (RBC Capital Markets) asked about the sustainability of margin improvements and the impact of integration synergies. CFO Adam Cohn responded that Q1 is typically strong due to inventory mix, and incremental synergy benefits are expected throughout the year, but guidance remains appropriately conservative. Jeff Van Sinderen (B. Riley Securities) probed on the acceleration of acquisition integrations and the timeline for completion. CEO John Cuomo explained that while some integration steps are being prioritized for faster benefit, full integration will take up to 18 months. Michael Carroll (Truist) questioned which metrics best gauge demand trends and the impact of industry cycles. Cuomo emphasized traffic data and backlog with OEMs as the most reliable indicators, noting that any slowdown would likely be gradual rather than abrupt. Louie DiPalma (William Blair) inquired about the origin and potential expansion of the Eaton partnership. Cuomo described the deal as a result of close OEM collaboration and noted that successful execution could open further opportunities with Eaton. Josh Sullivan (Benchmark) asked about expanding component repair capacity at TCI and the importance of turn times. Cuomo stated that capacity expansion is underway and highlighted that competitive turn times are central to VSE's value proposition in engine services. In upcoming quarters, the StockStory team will focus on (1) the pace and effectiveness of acquisition integrations, especially the realization of cost and revenue synergies, (2) the scaling of new OEM programs like Eaton and Honeywell Fuel Control, and (3) the company's ability to maintain margins and manage inventory in the face of macro and tariff-related uncertainty. Progress on these fronts will be key markers for monitoring VSE's execution of its aviation-focused strategy. VSE Corporation currently trades at $126.07, up from $117.87 just before the earnings. At this price, is it a buy or sell? The answer lies in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today. Sign in to access your portfolio
Business Wire
02-06-2025
- Business
- Business Wire
VSE Corporation Announces June 2025 Investor Conference Schedule
MIRAMAR, Fla.--(BUSINESS WIRE)--VSE Corporation ('VSE' or the 'Company') (NASDAQ: VSEC), a leading provider of aviation aftermarket distribution and repair services, announced today that VSE Corporation's senior management will participate in the following upcoming conferences. William Blair's Growth Stock Conference will be held in Chicago, Illinois, on Tuesday, June 3, 2025. John Cuomo, President and CEO, Adam Cohn, Chief Financial Officer, and Michael Perlman, VP of Investor Relations & Treasury will participate in one-on-one investor meetings throughout the event. John Cuomo will present at 2:00 PM Central Time. Stifel Cross Sector Insight Conference will be held in Boston, Massachusetts, on Wednesday, June 4, 2025. John Cuomo, Adam Cohn, and Michael Perlman will participate in one-on-one investor meetings throughout the event. The Wells Fargo Industrials Conference will be held in Chicago, Illinois, on Tuesday, June 10, 2025. John Cuomo will participate in a fireside chat at 1:30 PM Central Time. Management will also participate in one-on-one investor meetings throughout the event. For more information about this event or to schedule a meeting with VSE's senior management, please contact VSE's Investor Relations at investors@ ABOUT VSE CORPORATION VSE is a leading provider of aviation distribution and repair services for the commercial and business and general aviation (BG&A) aftermarkets. Headquartered in Miramar, Florida, VSE is focused on significantly enhancing the productivity and longevity of its customers' high-value, business-critical assets. VSE's aftermarket parts distribution and maintenance, repair, and overhaul (MRO) services support engine component and engine and airframe accessory part distribution and repair services for commercial and BG&A operators. For more detailed information, please visit VSE's website at This press release contains certain forward-looking statements. These forward-looking statements, which are included in accordance with the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, may involve known and unknown risks, uncertainties and other factors that may cause VSE's actual results to vary materially from those indicated or anticipated by such statements. Many factors could cause actual results and performance to be materially different from any future results or performance, including, among others, the risk factors described in our reports filed or expected to be filed with the SEC. Any forward-looking statement or statement of belief speaks only as of the date of this press release. We undertake no obligation to update or revise forward-looking statements to reflect changed assumptions, the occurrence of unanticipated events or changes to future operating results.
Yahoo
02-06-2025
- Business
- Yahoo
VSE Corporation Announces June 2025 Investor Conference Schedule
MIRAMAR, Fla., June 02, 2025--(BUSINESS WIRE)--VSE Corporation ("VSE" or the "Company") (NASDAQ: VSEC), a leading provider of aviation aftermarket distribution and repair services, announced today that VSE Corporation's senior management will participate in the following upcoming conferences. William Blair's Growth Stock Conference will be held in Chicago, Illinois, on Tuesday, June 3, 2025. John Cuomo, President and CEO, Adam Cohn, Chief Financial Officer, and Michael Perlman, VP of Investor Relations & Treasury will participate in one-on-one investor meetings throughout the event. John Cuomo will present at 2:00 PM Central Time. Stifel Cross Sector Insight Conference will be held in Boston, Massachusetts, on Wednesday, June 4, 2025. John Cuomo, Adam Cohn, and Michael Perlman will participate in one-on-one investor meetings throughout the event. The Wells Fargo Industrials Conference will be held in Chicago, Illinois, on Tuesday, June 10, 2025. John Cuomo will participate in a fireside chat at 1:30 PM Central Time. Management will also participate in one-on-one investor meetings throughout the event. For more information about this event or to schedule a meeting with VSE's senior management, please contact VSE's Investor Relations at investors@ ABOUT VSE CORPORATION VSE is a leading provider of aviation distribution and repair services for the commercial and business and general aviation (BG&A) aftermarkets. Headquartered in Miramar, Florida, VSE is focused on significantly enhancing the productivity and longevity of its customers' high-value, business-critical assets. VSE's aftermarket parts distribution and maintenance, repair, and overhaul (MRO) services support engine component and engine and airframe accessory part distribution and repair services for commercial and BG&A operators. For more detailed information, please visit VSE's website at FORWARD-LOOKING STATEMENTS This press release contains certain forward-looking statements. These forward-looking statements, which are included in accordance with the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, may involve known and unknown risks, uncertainties and other factors that may cause VSE's actual results to vary materially from those indicated or anticipated by such statements. Many factors could cause actual results and performance to be materially different from any future results or performance, including, among others, the risk factors described in our reports filed or expected to be filed with the SEC. Any forward-looking statement or statement of belief speaks only as of the date of this press release. We undertake no obligation to update or revise forward-looking statements to reflect changed assumptions, the occurrence of unanticipated events or changes to future operating results. View source version on Contacts INVESTOR RELATIONS CONTACT: Michael PerlmanVice President of Investor Relations and TreasuryPhone: (954) 547-0480Email: investors@
Yahoo
13-05-2025
- Business
- Yahoo
Q1 Earnings Outperformers: VSE Corporation (NASDAQ:VSEC) And The Rest Of The Maintenance and Repair Distributors Stocks
Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let's have a look at VSE Corporation (NASDAQ:VSEC) and its peers. Supply chain and inventory management are themes that grew in focus after COVID wreaked havoc on the global movement of raw materials and components. Maintenance and repair distributors that boast reliable selection and quickly deliver products to customers can benefit from this theme. While e-commerce hasn't disrupted industrial distribution as much as consumer retail, it is still a real threat, forcing investment in omnichannel capabilities to serve customers everywhere. Additionally, maintenance and repair distributors are at the whim of economic cycles that impact the capital spending and construction projects that can juice demand. The 8 maintenance and repair distributors stocks we track reported a mixed Q1. As a group, revenues missed analysts' consensus estimates by 0.6%. In light of this news, share prices of the companies have held steady as they are up 3.6% on average since the latest earnings results. With roots dating back to 1959 and a strategic focus on extending the life of transportation assets, VSE Corporation (NASDAQ:VSEC) provides aftermarket parts distribution and maintenance, repair, and overhaul services for aircraft and vehicle fleets in commercial and government markets. VSE Corporation reported revenues of $256 million, up 6% year on year. This print fell short of analysts' expectations by 6.7%, but it was still a very strong quarter for the company with a solid beat of analysts' EPS estimates and an impressive beat of analysts' EBITDA estimates. "We proudly delivered record revenue and profitability in the first quarter and completed a critical chapter in our multi-year strategic transformation into a pure-play aviation aftermarket parts and services provider," said John Cuomo, President and CEO of VSE Corporation. VSE Corporation delivered the weakest performance against analyst estimates of the whole group. Interestingly, the stock is up 9.6% since reporting and currently trades at $129.14. Is now the time to buy VSE Corporation? Access our full analysis of the earnings results here, it's free. Formerly known as Systemax, Global Industrial (NYSE:GIC) distributes industrial and commercial products to businesses and institutions. Global Industrial reported revenues of $321 million, flat year on year, outperforming analysts' expectations by 4.6%. The business had an incredible quarter with an impressive beat of analysts' EPS estimates and a solid beat of analysts' EBITDA estimates. Global Industrial pulled off the biggest analyst estimates beat among its peers. The market seems happy with the results as the stock is up 16.6% since reporting. It currently trades at $25.81. Is now the time to buy Global Industrial? Access our full analysis of the earnings results here, it's free. Founded in 1952, Distribution Solutions (NASDAQ:DSGR) provides supply chain solutions and distributes industrial, safety, and maintenance products to various industries. Distribution Solutions reported revenues of $478 million, up 14.9% year on year, falling short of analysts' expectations by 3.8%. It was a disappointing quarter as it posted a significant miss of analysts' EBITDA and EPS estimates. Interestingly, the stock is up 1.1% since the results and currently trades at $26.36. Read our full analysis of Distribution Solutions's results here. Founded during the emergence of Big Oil in Texas, DXP (NASDAQ:DXPE) provides pumps, valves, and other industrial components. DXP reported revenues of $476.6 million, up 15.5% year on year. This result was in line with analysts' expectations. Taking a step back, it was a mixed quarter as it failed to impress in some other areas of the business. DXP achieved the fastest revenue growth among its peers. The stock is down 3.1% since reporting and currently trades at $86. Read our full, actionable report on DXP here, it's free. Founded as a supplier of motors, W.W. Grainger (NYSE:GWW) provides maintenance, repair, and operating (MRO) supplies and services to businesses and institutions. W.W. Grainger reported revenues of $4.31 billion, up 1.7% year on year. This print met analysts' expectations. Aside from that, it was a satisfactory quarter as it also produced an impressive beat of analysts' adjusted operating income estimates but full-year revenue guidance slightly missing analysts' expectations. The stock is up 1.4% since reporting and currently trades at $1,037. Read our full, actionable report on W.W. Grainger here, it's free. Thanks to the Fed's rate hikes in 2022 and 2023, inflation has been on a steady path downward, easing back toward that 2% sweet spot. Fortunately (miraculously to some), all this tightening didn't send the economy tumbling into a recession, so here we are, cautiously celebrating a soft landing. The cherry on top? Recent rate cuts (half a point in September 2024, a quarter in November) have propped up markets, especially after Trump's November win lit a fire under major indices and sent them to all-time highs. However, there's still plenty to ponder — tariffs, corporate tax cuts, and what 2025 might hold for the economy. Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Join Paid Stock Investor Research Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up here. 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Yahoo
07-05-2025
- Business
- Yahoo
VSE Corporation (NASDAQ:VSEC) Misses Q1 Revenue Estimates
We can dig further into the company's revenue dynamics by analyzing its most important segment, Aviation. Over the last two years, VSE Corporation's Aviation revenue (aftermarket parts, maintenance) averaged 43.5% year-on-year growth. This segment has outperformed its total sales during the same period, lifting the company's performance. We at StockStory place the most emphasis on long-term growth, but within industrials, a half-decade historical view may miss cycles, industry trends, or a company capitalizing on catalysts such as a new contract win or a successful product line. VSE Corporation's annualized revenue growth of 25.3% over the last two years is above its five-year trend, suggesting its demand recently accelerated. Reviewing a company's long-term sales performance reveals insights into its quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Over the last five years, VSE Corporation grew its sales at a decent 7.6% compounded annual growth rate. Its growth was slightly above the average industrials company and shows its offerings resonate with customers. With roots dating back to 1959 and a strategic focus on extending the life of transportation assets, VSE Corporation (NASDAQ:VSEC) provides aftermarket parts distribution and maintenance, repair, and overhaul services for aircraft and vehicle fleets in commercial and government markets. "We proudly delivered record revenue and profitability in the first quarter and completed a critical chapter in our multi-year strategic transformation into a pure-play aviation aftermarket parts and services provider," said John Cuomo, President and CEO of VSE Corporation. Free Cash Flow was -$49.51 million compared to -$86.79 million in the same quarter last year Is now the time to buy VSE Corporation? Find out in our full research report . Aviation and fleet aftermarket services provider VSE Corporation (NASDAQ:VSEC) missed Wall Street's revenue expectations in Q1 CY2025, but sales rose 6% year on year to $256 million. Its non-GAAP profit of $0.78 per share was 35.3% above analysts' consensus estimates. Story Continues This quarter, VSE Corporation's revenue grew by 6% year on year to $256 million, missing Wall Street's estimates. Looking ahead, sell-side analysts expect revenue to grow 7.4% over the next 12 months, a deceleration versus the last two years. This projection doesn't excite us and implies its products and services will face some demand challenges. Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. Operating Margin Operating margin is a key measure of profitability. Think of it as net income - the bottom line - excluding the impact of taxes and interest on debt, which are less connected to business fundamentals. VSE Corporation was profitable over the last five years but held back by its large cost base. Its average operating margin of 6.5% was weak for an industrials business. This result isn't too surprising given its low gross margin as a starting point. On the plus side, VSE Corporation's operating margin rose by 5.3 percentage points over the last five years, as its sales growth gave it immense operating leverage. VSE Corporation Trailing 12-Month Operating Margin (GAAP) In Q1, VSE Corporation generated an operating profit margin of 9.6%, in line with the same quarter last year. This indicates the company's cost structure has recently been stable. Earnings Per Share Revenue trends explain a company's historical growth, but the long-term change in earnings per share (EPS) points to the profitability of that growth – for example, a company could inflate its sales through excessive spending on advertising and promotions. Sadly for VSE Corporation, its EPS declined by 4.1% annually over the last five years while its revenue grew by 7.6%. However, its operating margin actually expanded during this time, telling us that non-fundamental factors such as interest expenses and taxes affected its ultimate earnings. VSE Corporation Trailing 12-Month EPS (Non-GAAP) Diving into the nuances of VSE Corporation's earnings can give us a better understanding of its performance. A five-year view shows VSE Corporation has diluted its shareholders, growing its share count by 86.8%. This dilution overshadowed its increased operating efficiency and has led to lower per share earnings. Taxes and interest expenses can also affect EPS but don't tell us as much about a company's fundamentals. VSE Corporation Diluted Shares Outstanding Like with revenue, we analyze EPS over a more recent period because it can provide insight into an emerging theme or development for the business. For VSE Corporation, its two-year annual EPS growth of 2.8% was higher than its five-year trend. Accelerating earnings growth is almost always an encouraging data point. In Q1, VSE Corporation reported EPS at $0.78, down from $0.87 in the same quarter last year. Despite falling year on year, this print easily cleared analysts' estimates. Over the next 12 months, Wall Street expects VSE Corporation's full-year EPS of $3.03 to grow 21%. Key Takeaways from VSE Corporation's Q1 Results We were impressed by how significantly VSE Corporation beat analysts' EBITDA and EPS expectations this quarter. On the other hand, its revenue missed significantly. Overall, we think this was a mixed quarter. The stock remained flat at $118.06 immediately following the results. VSE Corporation may have had a good quarter, but does that mean you should invest right now? What happened in the latest quarter matters, but not as much as longer-term business quality and valuation, when deciding whether to invest in this stock. We cover that in our actionable full research report which you can read here, it's free.
