NASDAQ$VERX

Vertex Inc · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Vertex reported Q1 2026 revenue of $196.6M and a net loss of $2.5M, with diluted loss per share of $0.02.

Total revenues were $196.6 million (+11% YoY) for the tax and compliance software provider. Net loss was $2.5 million vs. $11.1 million income a year ago after a $7.1 million tax benefit swing; diluted loss per share was $0.02.

  • Revenue $196.6M (+11% YoY).
  • Net loss $(2.5)M vs. $11.1M income YoY.
  • Software subscriptions $167.1M.
  • Services revenue $29.5M.

Headline financials

Total Revenue

$197M

Previous: $177M+11.1%
EPS (adj)

-$0.02

Previous: $0.07-128.6%
Net Income

-$2.51M

Previous: $11.1M-122.6%

Revenue & EPS history

Vertex · Revenue · Quarterly

$197M

Q1 2026+11.1%vs Q1 2025
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Vertex · $23.7M total across 1 segment · Q3 2023

  • Services
    $23.7M+19.5%

Forward guidance

Cloud tax platform growth and international FX discussed.

Tailwinds

  • Revenue growth continues.
  • Subscription mix expanding.

Headwinds

  • Tax benefit comparison hurt YoY earnings.
  • Competition in tax software.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.5%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+4.2%

Avg return

30 days after

50%

12 / 24 earnings

Positive

+32.1%

Q4 2023

Best reaction

-20.9%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.2%+6.8%+3.9%
Q4 2025-13.8%-14.3%-10.6%
Q3 2025-8.5%-14.8%-13.6%
Q2 2025-18.0%-24.4%-27.3%
Q1 2025-3.1%-3.3%+6.1%
Q4 2024-19.0%-24.4%-16.6%
Q3 2024+17.4%+12.8%+28.8%
Q2 2024-1.4%-1.5%-2.5%
Q1 2024+1.3%+5.1%+13.7%
Q4 2023+32.1%+17.9%+25.0%
Q3 2023+21.3%+23.7%+27.6%
Q2 2023+8.2%+9.9%+23.1%
Q1 2023-5.9%-7.0%+8.7%
Q4 2022+20.2%+21.2%+48.4%
Q3 2022+11.3%+3.1%-7.0%
Q2 2022+10.1%+10.4%+13.6%
Q1 2022-19.7%-5.5%-13.2%
Q4 2021+1.1%-5.6%+16.0%
Q3 2021+1.4%+1.1%-14.2%
Q2 2021-0.2%+3.0%+1.7%
Q1 2021+13.5%+20.4%+16.7%
Q4 2020-20.9%-16.6%-34.3%
Q3 2020-10.2%-8.8%-1.2%
Q2 2020+0.7%-2.0%+8.4%
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019

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