$1 Trillion Defense Surge: Record Aftermarket Demand and AI Tech Integration

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• This acquisition represents a pivotal moment for VSE and a major milestone in our strategy to build a scaled, differentiated, higher-margin aviation aftermarket platform. We have long admired PAG and view it as an exceptional strategic fit within the VSE portfolio.

  80% confidence

• Management believes a commercially deployable RF-enhanced system addressing concealed-threat scenarios could be ready for demonstration sometime in 2026, pending continued development and validation testing.

  80% confidence

• Lockheed Martin is planning a multibillion-dollar investment over the next three years to expand production and build and modernize more than 20 facilities across Arkansas, Alabama, Florida, Massachusetts and Texas.

  80% confidence

• We are excited to have an agreement to acquire Jet Parts Engineering and Victor Sierra, two well run, profitable businesses that will fit well within TransDigm. The Companies' highly engineered, proprietary OEM-alternative parts and services generate nearly 100% commercial aftermarket revenue.

  80% confidence

• We have achieved a pivotal milestone with our Navy and industry partners to advance this complex modernization work that will set a precedent for the Zumwalt class. I'm very proud of the team effort and their critical role to advance the U.S. Navy's first warship with hypersonic capabilities.

  80% confidence

• We are committed to further building on the Department of War's vision for advancing acquisition reform with additional framework agreements for the critical munitions needed by the U.S. military and our allies. Today's agreement to quadruple THAAD production means we will have more interceptors available than ever before to deter our adversaries.

  80% confidence

• The company has increased deliveries of six critical munitions by more than 220 percent since 2016.

  80% confidence

• VSE's consolidated Adjusted EBITDA margin is expected to exceed 20 percent over the next few years as integration and synergy initiatives progress.

  80% confidence

• The company reports initial progress integrating qSpeed into its WaveStrike RF-enabled fire control systems and Argus counter-drone technology.

  80% confidence

• The company anticipates more than $15 million of annualized synergy opportunities driven by cross-selling, insourcing of product support and repairs, operational efficiencies, and supply chain improvements.

  80% confidence