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Red Violet Inc (RDVT)
NASDAQ:RDVT
Earnings Data
Report Date
May 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.32Last Year’s EPS
0.33Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong set of operating and financial achievements: record quarterly and annual revenue, expanded margins, large adjusted EBITDA improvement, increased adjusted net income and growth in cash and customer cohorts. Management emphasized durable competitive advantages via a proprietary, cloud-native identity platform and strategic AI investments. The main negatives were modest softness in the IDI real estate vertical (excluding FOREWARN), a small sequential dip in quarterly free cash flow, higher personnel-driven operating expenses (largely seasonal year-end compensation), slightly lower gross retention (-1 ppt), and limited immediate revenue contribution from some recent large enterprise wins. On balance, the company delivered broad-based momentum, improving unit economics and expanding high-value customer relationships while continuing to invest for growth.Company Guidance
Record Q4 Revenue and Strong YoY Growth
Revenue for the quarter was a record $23.4 million, up 20% year-over-year, and full-year revenue was $90.3 million, up 20% versus 2024.
Outstanding Profitability and Margin Expansion
Record adjusted gross profit for the quarter was $19.5 million with adjusted gross margin of 83% (quarter); management reported full-year adjusted gross margin expanded to ~84%. Adjusted EBITDA for Q4 rose 33% to $5.9 million with an adjusted EBITDA margin of 25%; full-year adjusted EBITDA was $31 million with a 34% adjusted EBITDA margin.
Strong Adjusted Net Income and EPS
Adjusted net income for the quarter increased 53% to $3.1 million, resulting in adjusted earnings of $0.21 per diluted share.
Robust Free Cash Flow and Cash Position
Generated $3.7 million of free cash flow in Q4 and $18.2 million for full-year 2025 (up from $14.4 million in 2024). Cash and cash equivalents increased to $43.6 million from $36.5 million year-over-year.
Customer and User Growth
IDI billable customer base reached 10,022 (added 169 sequentially). FOREWARN added 17,809 users in Q4 to 390,018 total users. Over 620 REALTOR Associations are contracted to use FOREWARN.
Expansion of High-Value Customer Cohort
Number of customers contributing more than $100,000 in annual revenue rose to 127 in 2025 from 96 in 2024 (an increase of 31 customers, ~32%). Management highlighted multiple enterprise pipeline opportunities including payroll processor and toll authority wins with potential to scale to multimillion-dollar relationships over time.
Strategic Product and AI Investments
Continued targeted investments in data science, product development and go-to-market; proprietary IRON entity resolution framework and cloud-native AI-enabled platform emphasized as durable competitive advantages and drivers of deeper customer integration.
Share Repurchase Activity and Balance Sheet Discipline
Purchased 611,733 shares to date at an average price of $22.26; repurchased 57,812 shares at an average $44.01 through Feb 27, 2026, with $16.4 million remaining under the repurchase program. Current liabilities declined to $7.9 million from $10.3 million, supporting improved short-term balance sheet metrics.
RDVT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RDVT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 04, 2026 | $45.50 | $46.28 | +1.71% |
Nov 05, 2025 | $54.53 | $59.42 | +8.97% |
Aug 06, 2025 | $43.47 | $42.44 | -2.37% |
May 07, 2025 | $40.47 | $46.62 | +15.20% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Red Violet Inc (RDVT) report earnings?
Red Violet Inc (RDVT) is schdueled to report earning on May 12, 2026, Before Open (Confirmed).
What is Red Violet Inc (RDVT) earnings time?
Red Violet Inc (RDVT) earnings time is at May 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RDVT EPS forecast?
RDVT EPS forecast for the fiscal quarter 2026 (Q1) is 0.32.