secwatch.observer — SEC 8-K summary
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Issuer:     VSE CORP (VSEC)
CIK:        0000102752
Form:       8-K
Filed at:   2025-10-27T23:59:59+00:00
Accession:  0001193125-25-251581
Event type: m_and_a
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

VSE Q3 revenue +38.9% to $282.9M; acquires Aero 3 for $350M to expand wheel/brake MRO
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- Revenue $282.9M (+38.9% YoY); GAAP EPS $0.17; adjusted EPS $0.99 (+86.8%); adjusted EBITDA $47.4M (+58.4%).
- FY 2025 revenue and adjusted EBITDA margin guidance raised.
- Signed agreement to acquire Aero 3 for $350M cash; expected close Q4 2025 subject to regulatory approvals.
- Aero 3 generated ~$120M trailing revenue with >20% adjusted EBITDA margins; pro forma EBITDA margin expands >50 bps.
- Aero 3 adds nine MRO facilities; combined VSE will operate twelve wheel/brake repair sites globally.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/102752/000119312525251581/0001193125-25-251581-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/102752/000119312525251581/d14928d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-251581

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