Jeff Van Sinderen's questions to VSE Corp (VSEC) leadership • Q2 2025
Question
Jeff Van Sinderen of B. Riley Securities followed up on the Kaelstrom synergies, asking about remaining opportunities for the second half, and also requested the latest thinking on opportunities for the Honeywell licensed fuel control business.
Answer
President & CEO John Cuomo explained that with many cost synergies already captured, the future focus for Kaelstrom is on top-line initiatives like insourcing work, improving product margins, and growing revenue to leverage the existing operating expense base. Regarding the Honeywell program, he reiterated that the priority is perfecting its execution and achieving full implementation, which is expected by early 2026, before considering any new, similar programs.