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VSE Corporation (VSEC) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
Seeking Alpha· 2026-02-19 00:15
Question-and-Answer SessionFor us, we've described VSE as an aerospace compounder with a long M&A runway. And I feel like you've been delivering on that thesis faster than we ever expected. We've got this recent PAG deal, should expand revenue quite significantly. I wanted to dig into that a bit more, but I think a great place to start is maybe just giving an overview, anybody that's new to the story, how did you find PAG? What is the asset and what's so compelling about it?John CuomoCEO, President & Direct ...