NASDAQ$VRRM

Verra Mobility Corporation · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Verra Mobility's Q4 2023 financial results were announced, showcasing revenue growth and adjusted EBITDA performance.

Verra Mobility reported a 13% increase in revenue for Q4 2023, reaching $211.0 million. Net income was $3.0 million, or $0.02 per share, while adjusted EPS was $0.24. Adjusted EBITDA was $91.3 million, representing 43% of total revenue.

  • Total revenue for Q4 2023 was $211.0 million, a 13% increase year-over-year.
  • Net income for Q4 2023 was $3.0 million, or $0.02 per share.
  • Adjusted EPS for Q4 2023 was $0.24 per share.
  • Adjusted EBITDA for Q4 2023 was $91.3 million, with a margin of 43%.

Headline financials

Total Revenue

$211M

Previous: $186M+13.4%
EPS (adj)

$0.24

Previous: $0.25-4.0%
Adjusted EBITDA

$91.3M

Previous: $83.6M+9.2%
Adjusted EBITDA Margin

43.0%

Previous: 45.0%-4.4%
Capital Expenditures

-$17M

Previous: $12.3M-238.5%
Net Income

$3M

Previous: $28.2M-89.4%
Operating Income

$23.3M

Previous: $42M-44.5%
Gross Profit

$173M

Previous: $176M-1.6%
Stock-Based Comp

$5.13M

Previous: $3.01M+70.6%

Revenue & EPS history

Verra Mobility · Revenue · Quarterly

$211M

Q4 2023+13.4%vs Q4 2022
Beat estimate in 3 of 15 quarters(20%)
ActualEstimate

Revenue by segment

Verra Mobility · $210M total across 3 segments · Q3 2023

  • Commercial Services
    $98.1M+13.9%
  • Government Solutions
    $90.3M+0.7%
  • Parking Solutions
    $21.5M-1.8%

Forward guidance

Verra Mobility provided full year 2024 guidance, including revenue between $865 million and $880 million, Adjusted EBITDA between $395 million and $405 million, Adjusted EPS between $1.15 and $1.20, and Adjusted Free Cash Flow between $155 million and $165 million.

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 Q4 2023

Historical avgQ4 2023

+0.0%

Avg return

Earnings day

-0.7%

Avg return

5 days after

-0.4%

Avg return

30 days after

51%

18 / 35 earnings

Positive

+9.4%

Q1 2024

Best reaction

-18.7%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.2%-4.8%-70.3%
Q4 2025-13.6%-10.7%-25.8%
Q3 2025-2.5%-3.0%-7.1%
Q1 2025+9.1%+6.0%+9.7%
Q4 2024-11.8%-16.5%-22.2%
Q3 2024-12.2%-12.2%-10.1%
Q2 2024+0.6%-0.6%-4.3%
Q1 2024+9.4%+11.9%+12.4%
Q4 2023+6.1%+0.2%+15.8%
Q3 2023+4.6%+2.5%+8.2%
Q2 2023-1.4%-5.4%-13.5%
Q1 2023+6.1%+4.5%+12.7%
Q4 2022+3.0%+2.0%-1.8%
Q3 2022-18.7%-22.3%-5.9%
Q2 2022+4.7%-1.3%-4.0%
Q1 2022+7.2%+10.3%+21.7%
Q4 2021-1.9%-6.5%+2.4%
Q3 2021+0.1%+1.4%-8.1%
Q2 2021+6.0%+4.4%-1.8%
Q1 2021-0.2%+1.5%+1.9%
Q4 2020-2.5%+2.2%-5.0%
Q3 2020+0.9%+18.5%+28.0%
Q2 2020+3.2%+2.6%-6.7%
Q1 2020+5.0%+6.0%+30.3%
Q4 2019-3.9%-20.4%-58.5%
Q3 2019+2.7%+0.6%-2.9%
Q2 2019+6.5%+8.6%+10.4%
Q1 2019+3.0%+4.7%+13.6%
Q4 2017-1.9%-2.7%+25.1%
Q2 2018-1.9%-2.7%+25.1%
Q4 2018-1.9%-2.7%+25.1%
Q3 2018+4.4%+3.7%-1.8%
Q1 2018+0.0%-0.2%-0.1%
Q2 2017+0.0%-0.5%-1.1%
Q1 2017-5.6%-3.2%-4.0%

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