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Verra Mobility Corporation (VRRM)
NASDAQ:VRRM
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.24Last Year’s EPS
0.3Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights strong top-line growth (Q4 revenue +16%, Government Solutions +25%), meaningful bookings and a near-$1B NYC contract, healthy trailing profitability (42% adjusted EBITDA margin TTM) and continued shareholder returns. However, near-term margin pressure is expected in 2026 due to New York City pricing changes and MWBE requirements, Government Solutions margin compression in Q4, timing-driven weak Q1 cadence and a small Q4 free cash flow impact from delayed collections. Management expects margin expansion beginning in late 2026 and recurring savings from MOSAIC starting in 2027, supporting a path to improved profitability over time.Company Guidance
Quarterly and Full-Year Revenue Growth
Q4 total revenue increased 16% year-over-year and service revenue grew 14% year-over-year; full-year 2025 revenue ~ $979M (TTM), with management guiding 2026 revenue of $1.02B–$1.03B (~5% growth at midpoint).
Strong Government Solutions Momentum and Large NYC Contract
Government Solutions revenue rose 25% in Q4 and 18% for full-year 2025 ($461M); signed and registered a New York City automated enforcement contract valued at $998M over 5 years (plus 5-year option).
Recurring Bookings and Expanded Addressable Market
Entered ~ $23M of incremental ARR bookings in Q4, bringing full-year 2025 bookings to ~ $64M ARR; U.S. addressable market expanded by ~ $365M from enabling legislation, with potential to reach ~$500M if California passes statewide legislation.
Profitability and Trailing-12-Month Margins
TTM adjusted EBITDA of $416M on ~$979M revenue, representing a 42% adjusted EBITDA margin; reported FY adjusted EPS of $1.32 vs $1.23 in 2024 (improvement) and GAAP diluted EPS of $0.85 in 2025 vs $0.19 in 2024.
Commercial Services Growth Drivers
Commercial Services Q4 revenue increased ~10% and segment profit grew ~7%; RAC tolling up 16% in Q4 driven by higher travel volume and product adoption; full-year CS revenue $436M (+7% YoY).
Parking (T2) Stabilization and Early Momentum
Parking Solutions (T2) Q4 revenue +5% YoY and SaaS/services +2% YoY; full-year 2025 revenue $83M (+2%) with improving churn metrics and SaaS momentum.
Strong Free Cash Flow Conversion (TTM)
TTM free cash flow of $137M, representing 33% conversion of adjusted EBITDA (would be >38% adjusted for collections timing), and management expects 2026 free cash flow of $150M–$160M (high 30s % conversion).
Capital Allocation and Shareholder Returns
Returned > $650M to shareholders via buybacks over past 5 years; Q4 share repurchases ~6M shares for ~$133M; maintained liquidity with $150M undrawn revolver and net leverage of 2.3x at year-end.
VRRM 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
VRRM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $18.71 | $16.18 | -13.52% |
Oct 29, 2025 | $23.84 | $23.49 | -1.47% |
Aug 06, 2025 | $24.96 | $24.07 | -3.57% |
May 07, 2025 | $22.21 | $24.28 | +9.32% |
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 Verra Mobility Corporation (VRRM) report earnings?
Verra Mobility Corporation (VRRM) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Verra Mobility Corporation (VRRM) earnings time?
Verra Mobility Corporation (VRRM) earnings time is at May 12, 2026, After Close (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 VRRM EPS forecast?
VRRM EPS forecast for the fiscal quarter 2026 (Q1) is 0.24.