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VSE Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Achieved record Q2 2025 revenue and profitability, driven by robust aviation aftermarket demand, successful acquisitions, and the completed sale of the Fleet segment, transforming into a pure-play aviation aftermarket company.
Expanded MRO and distribution capabilities through the acquisition of Turbine Weld and new OEM partnerships, including a five-year service agreement with Eaton.
Integration of TCI, Kellstrom, and Turbine Weld progressing ahead of schedule, with synergy capture and operational improvements supporting margin expansion.
New $700M credit facility increased borrowing capacity, reduced interest rates, and improved financial flexibility.
Both distribution and MRO businesses posted record sales and profitability, supported by strong end-market demand and expanded product lines.
Financial highlights
Q2 2025 revenue rose 41% year-over-year to $272M, with adjusted EBITDA up 52% to $43M (16% margin) and adjusted net income reaching $20M; adjusted EPS was $0.97, up 106%.
Net income from continuing operations for Q2 2025 was $13.6M, compared to a loss of $5.3M in Q2 2024.
Free cash flow improved by $28M year-over-year, with $6M generated in Q2; operating cash flow was $12M.
Net debt at quarter-end was $362M, with $333M in cash and revolver availability.
Gross margin improved, with product and service revenues both showing strong growth.
Outlook and guidance
Reaffirmed full-year 2025 revenue growth guidance of 35–40%, supported by acquisitions and new OEM partnerships.
Raised full-year Aviation adjusted EBITDA margin guidance to 16.5–17%, reflecting higher margin mix and synergy realization.
Expect improved free cash flow in the second half of 2025, with leverage projected to fall below 2x by year-end.
Guidance does not assume further tariff escalation or global recession.
Sufficient liquidity is anticipated for ongoing operations, capital expenditures, and dividends.
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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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