The industrials sector has emerged as one of the top-performing sectors year-to-date (YTD). The Industrial Select Sector SPDR Fund NYSEARCA: XLI, a broad exchange-traded fund (ETF) that serves as a benchmark for the sector, has returned close to 9% since the start of 2025, far outpacing the growth of the S&P 500 over the same period.  The Trump administration has suggested a rosy outlook for many companies in the industrials space, thanks to stated goals of boosting domestic manufacturing by U.S. firms.Get ...

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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 VSE CORPORATION (Exact Name of Registrant as Specified in its Charter) (State or Other Jurisdiction of Incorporation or Organization) (I.R.S. Employer Identification No.) 3361 Enterprise Way Miramar, Flo ...

VSE (VSEC) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Michael Perlman - Vice President of Investor Relations & CommunicationsJohn Cuomo - CEO, President & DirectorAdam Cohn - Chief Financial OfficerKen Herbert - Managing DirectorMichael Ciarmoli - Managing Director - Aerospace & Defense Equity ResearchEllen Page - Equity Associate Conference Call Participants Jeff Van Sinderen - Senior AnalystLouie Dipalma - Research AnalystJosh Sullivan - Managing Director & Equity Research Analyst ...

VSE (VSEC) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Speaker0 Good day, and welcome to the VSE Corporation First Quarter twenty twenty five Results Conference Call. All participants will be in the listen only mode. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then 1 on your telephone keypad. To withdraw your question, please press then 2. Please note this event is being recorded. I would now like to turn the conference over to Michael ...

First Quarter 2025 Results Conference Call May 7, 2025 vsecorp.com Introduction Forward-Looking Statements This presentation contains statements that, to the extent they are not recitations of historical fact, constitute "forward looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Exchange Act. All such statements are intended to be covered by the safe harbor provisions for forward-looking statements contained in the ...

VSE Corporation Announces First Quarter 2025 Results Record Revenue and Profitability Reaffirms 2025 Guidance MIRAMAR, FLORIDA, May 6, 2025 - VSE Corporation (NASDAQ: VSEC, "VSE", or the "Company"), a leading provider of aviation aftermarket distribution and repair services, announced today results for the first quarter 2025. FIRST QUARTER 2025 RESULTS (1) (As compared to the First Quarter 2024) From continuing operations 1 Non-GAAP measures, which reflect a change in the definition of Adjusted EBITDA. See ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering VSE (VSEC) , which belongs to the Zacks Engineering - R and D Services industry.When looking at the last two reports, this supply and logistics company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 17.99%, on average, in the last two quarters.For the last reported quarter, VSE came out with earnings of $0.9 ...

Investment Rating - The report suggests a positive outlook for the Industrials and Energy sectors, particularly focusing on defense spending and aerospace recovery [6][7]. Core Insights - The report highlights the resilience of the data center sector amidst tariff pressures, with major tech companies reaffirming their capital expenditure plans while considering strategic adjustments [2][18]. - The industrial sector shows stable price indices for aircraft engines and components, with a notable increase in the price index for electric motors and generators [3][28]. - Infrastructure developments are emphasized, particularly the approval of price caps for capacity auctions by FERC, which aims to stabilize market conditions [4][21]. - The energy sector is experiencing fluctuations in natural gas prices and a decline in supply and consumption, indicating a complex market environment [5][21]. Summary by Sections Data Centers - Major tech companies are committed to significant investments in data center capacity despite tariff uncertainties, with Alphabet planning to invest approximately $75 billion [2][18]. - Amazon and other tech leaders are also focused on improving efficiency to mitigate cost increases due to tariffs [18]. Industrial Sector - The U.S. price index for aircraft engines and components remains stable, with a year-on-year increase of 2% [3][28]. - The price index for electric motors and generators has seen a significant year-on-year increase of 21% [3][28]. Infrastructure - FERC has approved price caps for PJM capacity auctions, setting a cap of approximately $325 per MW per day and a floor of $175 per MW per day for upcoming auctions [4][21]. - The U.S. government is taking steps to reform coal regulations, impacting over one-third of coal capacity [4][23]. Energy - Natural gas prices in the U.S. have decreased, with supply and consumption both declining, leading to lower inventory levels compared to historical averages [5][21]. - The report notes a rebound in crude oil futures prices, indicating a volatile energy market [5]. Aerospace - The aerospace sector is witnessing significant advancements, with companies like SpaceX maintaining a high launch frequency, showcasing the industry's growth potential [25][26]. - The price index for aircraft engines and components remains stable, reflecting steady demand in the sector [28][31]. Defense - The report indicates a global trend towards increased defense spending, with countries like Belgium and the Philippines enhancing their military capabilities through new aircraft purchases [36][37]. - The U.S. defense spending price index shows a year-on-year increase of 2.1%, reflecting ongoing investment in defense capabilities [36][38]. Robotics - The industrial robotics sector installed 541,302 units in 2023, marking a slight decline from record levels, yet maintaining a strong presence in the automotive industry [39][44]. - The report anticipates continued growth in the robotics market, driven by reindustrialization and AI data center developments [44].

Investment Rating - The report suggests a positive outlook for the Industrials and Energy sectors, particularly focusing on defense spending and aerospace recovery [6][7]. Core Insights - The report highlights the resilience of the data center sector amidst tariff pressures, with major tech companies reaffirming their capital expenditure plans while considering strategic adjustments [2][18]. - The industrial sector shows stable price indices for aircraft engines and components, with a notable increase in the price index for electric motors and generators [3][28]. - Infrastructure developments are emphasized, particularly the approval of price caps for capacity auctions by FERC, which aims to stabilize market conditions [4][21]. - The energy sector is experiencing fluctuations in natural gas prices and a decline in supply and consumption, indicating a complex market environment [5][21]. Summary by Sections Data Centers - Major tech firms are committed to investing approximately $75 billion in data center capacity despite potential cost increases due to tariffs [2][18]. - Google and Amazon are focused on improving efficiency to mitigate rising costs while maintaining investment levels [18]. Industrial Sector - The U.S. price index for aircraft engines and components remains stable, with a year-on-year increase of 2% [3][28]. - The price index for electric motors and generators has seen a significant year-on-year increase of 21% [3][28]. Infrastructure - FERC's approval of price caps for PJM capacity auctions aims to provide stability in the market, with proposed caps set at $325 per MW per day [4][21]. - The U.S. government is taking measures to support coal-fired power plants, impacting the overall energy landscape [4][23]. Energy - Natural gas prices in the U.S. have decreased, influenced by tariff concerns and seasonal temperature changes [5][21]. - The report notes a decline in natural gas supply and consumption, with current inventory levels below the five-year average [5][21]. Aerospace - The aerospace sector is witnessing significant advancements, including successful rocket launches and developments in hydrogen fuel technology [25][26]. - The price index for aircraft engines and components remains stable, indicating a steady demand in the sector [28][31]. Defense - The report highlights increased defense spending globally, with countries enhancing their military capabilities in response to geopolitical tensions [36][37]. - The U.S. defense spending price index shows a year-on-year increase of 2.1%, reflecting ongoing investment in defense technologies [36][38]. Robotics - In 2023, 541,302 industrial robots were installed, marking a slight decline from record levels, with the automotive sector regaining its position as the largest customer [39][44]. - The report anticipates a continued demand for industrial robots, driven by re-industrialization and AI data center developments [44][49].