NASDAQ$VRRM
Verra Mobility Corporation · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Verra Mobility reported Q4 2025 revenue of $257.9M and net income of $18.9M, or $0.12 diluted EPS.
Q4 2025 total revenue increased 16% to $257.9 million. Net income was $18.9 million ($0.12 per share) versus a prior-year net loss driven by goodwill impairment. Adjusted EPS was $0.30; adjusted EBITDA $101.8 million (39% margin). Government Solutions revenue rose 25% on NYCDOT red-light expansion. Full-year 2026 guidance: revenue $1.020B–$1.030B, adjusted EBITDA $405M–$415M.
- Q4 revenue $257.9M (+16%); net income $18.9M; adjusted EPS $0.30.
- Government Solutions revenue +25%; Commercial +10%.
- FY 2025 revenue $979.1M; net income $136.6M.
- New five-year NYCDOT contract valued at $998M effective Jan 2026.
Headline financials
Revenue & EPS history
Verra Mobility · Revenue · Quarterly
$258M
Revenue by segment
Verra Mobility · $210M total across 3 segments · Q3 2023
- Commercial Services$98.1M+13.9%46.7%
- Government Solutions$90.3M+0.7%43.0%
- Parking Solutions$21.5M-1.8%10.2%
Forward guidance
2026 guidance: revenue $1.020B–$1.030B, adjusted EBITDA $405M–$415M, adjusted EPS $1.32–$1.38, free cash flow $150M–$160M, with ~$125M capex for camera installations.
Tailwinds
- NYCDOT expansion drove installation and product revenue in 2025.
- Repurchased $133.4M of stock in Q4; refinanced term loan to 2032.
- Commercial segment margin remains strong (~64%).
Headwinds
- Adjusted EBITDA margin compressed on implementation/readiness costs.
- Parking Solutions margins declined to 8%.
- Higher capex reduced Q4 free cash flow vs prior year.
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 2025
+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
| Quarter | Report date | Reaction (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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