VSE (VSEC) Q2 FY26 earnings call

VSE Corporation achieved record financial performance in Q2 FY26, driven by robust 14% organic growth and the strategic acquisitions of PAG and NorthStar. The company successfully integrated these new businesses, expanding its global aviation aftermarket platform and significantly outpacing revenue growth with a 98% increase in adjusted EBITDA. Management raised full-year guidance, expressing confidence in continued strong demand and operational execution, while also highlighting a disciplined approach to capital allocation and M&A in an active market.