Private air travel sentiment remains robust.

Nov 6, 2024 / receipt, needs a key / John Cuomo, CEO | earnings call 2024-11-06 | transcript 38d19da2-9bef-49b9-aa60-c72902ebce00 | chars 3487-3531 | segment 3

Hey, good morning. Morning. Just digging into Turbine a little bit, you know, is there or are there dominant products or customers that are more than, say, 10% individually? It depends on how you define customers. So when you look at the OEMs that they're supporting work for, the answer is yes. When you look at engine types and end user customers, it becomes a nicer, more fragmented operation. Josh, which is a bunch of things that are attractive to us, but part of it is us building balance and diversification in our own VSC aviation business. As we've grown over the last three to four years, our distribution business and our business in general aviation business have really accelerated that growth. This provides much more commercial content, and obviously it's a 100% MRO business. So the total balance for VSE Aviation is another significant strategic advantage that this business brings to us. Got it. And then maybe one on Dots there. What are you seeing in the retread market just as airlines gear up for summer travel? Any noticeable changes in seasonable trends here geographically? Not really. We're not seeing any noticeable trends. You know, most of the U.S. airlines are direct with manufacturers. So we have a lot of more regional airlines and a lot of European airlines that we serve direct. And I wouldn't say we're seeing any major trend shift in 2024 compared to 2023.

Mar 7, 2024 / receipt, needs a key / Josh Shulvin, other | earnings call 2024-03-07 | transcript 17f9172e-0e6f-4ccb-9c36-7541558a9557 | chars 24106-25499 | segment 24

Commercial air travel levels continue to recover, and we experienced incremental growth in commercial distribution and MRO activity in the quarter, which will contribute to further revenue growth in 2023 and beyond. as commercial air travel recovers to pre-COVID levels.

Jul 28, 2022 / receipt, needs a key / John Cuomo, CEO | earnings call 2022-07-28 | transcript d52388b0-e7d2-4940-ad43-49b4926b6db4 | chars 5160-5430 | segment 5

The reserve is primarily driven by the significant decline in global air travel related to the COVID-19 pandemic that resulted in lower demand for certain aviation products in international regions, primarily in the Asia Pacific region.

Jul 29, 2021 / receipt, needs a key / Steve Griffin, CFO | earnings call 2021-07-29 | transcript 91d9b5ae-9490-43ee-93ca-62c8c36ea07a | chars 10572-10808 | segment 10

What I would focus on is the region. It's primarily affected by Asia, which in and of itself tends to be more wide-body focused, international travel driven.

Jul 29, 2021 / receipt, needs a key / Steve, other | earnings call 2021-07-29 | transcript 91d9b5ae-9490-43ee-93ca-62c8c36ea07a | chars 30719-30876 | segment 31

Within our aviation segment, a combination of new contract wins and share gains within the business and general aviation market, distribution product expansions and new program launches, MRO service capability expansion, and a gradual ongoing recovery in air travel supported strong organic growth throughout the business.

Jul 29, 2021 / receipt, needs a key / John Cuomo, CEO | earnings call 2021-07-29 | transcript 91d9b5ae-9490-43ee-93ca-62c8c36ea07a | chars 2548-2870 | segment 2

And we continue to see, you know, even with the Delta variant, we've continued to see domestic travel quite strong. International travel and our international work continues to be lagging very much in comparison to both domestic, commercial, and business and general aviation.

Jul 29, 2021 / receipt, needs a key / Steve, other | earnings call 2021-07-29 | transcript 91d9b5ae-9490-43ee-93ca-62c8c36ea07a | chars 28072-28348 | segment 28

Enhance systems and processes to enable scale and future integrations

ir_statement / Sep 17, 2026 / receipt

Execute acquisition integrations and accelerate synergy realization

ir_statement / Sep 17, 2026 / receipt

Expand engine focused MRO capacity to capture incremental demand

ir_statement / Sep 17, 2026 / receipt

The acquisition expands VSE’s engine service capabilities in the business and general aviation market and deepens integration within OEM aftermarket supply chains.

ir_statement / Sep 17, 2026 / receipt

Completed Turbine Weld integration

ir_statement / Sep 17, 2026 / receipt

ERP, IT systems, back-office functions and synergy capture fully aligned and executed

ir_statement / Sep 17, 2026 / receipt

Executed capital structure enhancements supporting PAG acquisition

ir_statement / Sep 17, 2026 / receipt

Organic margin expansion driven by integration synergies, operating leverage, program optimization, and increased MRO utilization

ir_statement / Sep 17, 2026 / receipt

PAG, Aero 3, and Turbine Weld acquisitions expected to contribute to 2026 revenue growth

ir_statement / Sep 17, 2026 / receipt

Updates 2026 Guidance to Include PAG; Reaffirms Core Outlook

ir_statement / Sep 17, 2026 / receipt

Enhance systems and processes to enable scale and future integrations

ir_statement / Sep 17, 2026 / receipt

Execute acquisition integrations and accelerate synergy realization

ir_statement / Sep 17, 2026 / receipt