NASDAQ$VERX
Vertex Inc · Q2 2026 earnings
Q2 2026 earnings · · Before market open · Investor relations
Briefing
Vertex Inc reported Q2 2026 results with total revenue of $204.0 million, up 10.5% year-over-year.
Vertex Inc. (VERX) delivered solid second-quarter 2026 financial results, with total revenues reaching $204.0 million and software subscription revenues at $174.8 million. The company achieved non-GAAP diluted EPS of $0.20 and adjusted EBITDA of $51.0 million at a 25.0% margin, reflecting improved operating leverage. ARR grew 10.5% to $703.4 million, supported by stable customer retention metrics.
- Total revenue grew 10.5% YoY to $204.0 million, with cloud revenue up 17.9% to $101.7 million.
- Non-GAAP diluted EPS of $0.20 and adjusted EBITDA margin expanded to 25.0% from 20.8% YoY.
- ARR increased 10.5% to $703.4 million; NRR at 105% and GRR at 95%.
- Company raised full-year 2026 revenue guidance to $825-830 million and adjusted EBITDA to $206-210 million.
Headline financials
Revenue & EPS history
Vertex · Revenue · Quarterly
$204M
Revenue by segment
Vertex · $277M total across 2 segments · Q2 2026
- Software Subscriptions$175M—63.2%
- Cloud$102M—36.8%
Forward guidance
For Q3 2026, expects revenues of $208-211 million and adjusted EBITDA of $55-57 million. Full-year 2026 guidance raised to revenues $825-830 million, cloud growth 18%, and adjusted EBITDA $206-210 million.
Tailwinds
- Narrowed revenue guidance range while raising adjusted EBITDA outlook.
- Strong operating discipline and earnings leverage demonstrated.
- AI-First strategy progressing with improved workflows.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports
+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
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2026 | — | — | — | |
| 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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