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Verra Mobility Corporation(VRRM)Earnings, Financials & Key Ratios
VRRM•NASDAQ
$4.22
5.0× P/E·Price updated Jul 7, 2026
AboutVerra Mobility Corporation provides smart mobility technology solutions and services in the United States, Australia, Canada, and Europe. It operates through three segments: Commercial Services; Government Solutions; and Parking Solutions. The Government Solutions segment offers automated safety solutions, including services and technologies that enable photo enforcement through road safety camera programs, which detects and process traffic violations related to red light, speed, school bus, and city bus lanes. This segment serves municipalities, counties, school districts, and law enforcement agencies. The Commercial Services segment provides automated toll and violations management, and title and registration services to rental car companies, fleet management companies, and other large fleet owners. The Parking Solutions segment provides an integrated suite of parking software and hardware solutions to universities, municipalities, parking operators, healthcare facilities, and transportation hubs. The company was incorporated in 2016 and is headquartered in Mesa, Arizona.Show more
- Revenue$979M+11.4%
- EBITDA$355M+44.7%
- Net Income$137M+334.5%
- EPS (Diluted)0.85+347.4%
- Gross Margin96.9%-1.0%
- EBITDA Margin36.23%+30.0%
- Operating Margin24.35%+57.4%
- Net Margin13.96%+290.2%
- ROE48.96%+434.5%
VRRM Price & Volume
Verra Mobility Corporation (VRRM) stock price & volume — 10-year historical chart
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Cyclical Revenue Volatility Masks Significant Deleveraging Progress
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Strong
Financial:Mixed
Cash Flow:Mixed
Primary Risk:Regulatory and legislative volatility
Key Thesis Takeaways
- Verra Mobility demonstrates a complex financial profile characterized by high-margin service delivery offset by inconsistent revenue growth, which decelerated to 0.1% in 2026Q1.
- While the company has successfully executed a dramatic deleveraging strategy, reducing total debt from $1.1 billion in 2025Q4 to $73.6 million in 2026Q1, investors must remain cautious regarding the sustainability of earnings given the persistent negative retained earnings of $259.9 million.
- Future performance hinges on the company's ability to stabilize project-based cash flows and manage the increasing capital intensity, which reached 14.0% of revenue in the most recent quarter.
Verdict Logic
while the current forward P/E of 3.67 suggests an attractive valuation, the extreme volatility in quarterly free cash flow and the reliance on non-cash accruals, evidenced by an OCF/NI ratio of 1.51 in 2026Q1, warrant a cautious wait-and-see approach.
VRRM Growth Metrics
Verra Mobility Corporation (VRRM) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years19.99%
3 Years9.7%
TTM9.71%
Profit CAGR
10 Years-
5 Years-
3 Years13.9%
TTM278.31%
EPS CAGR
10 Years-
5 Years-
3 Years13.59%
TTM310%
Return on Capital
10 Years2751.68%
5 Years11.12%
3 Years12.61%
Last Year16.73%
VRRM Recent Earnings
Verra Mobility Corporation (VRRM) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 11/12 qtrs (92%)
Q2 2026Latest
May 6, 2026Metric
Actual
Est
EPS
$0.25+0.0%
$0.25
Rev
$224M+0.1%
$223M
Q1 2026
Feb 24, 2026Metric
Actual
Est
EPS
$0.30-6.3%
$0.32
Rev
$258M+6.9%
$241M
Q4 2025
Oct 29, 2025Metric
Actual
Est
EPS
$0.37+8.8%
$0.34
Rev
$262M+8.6%
$241M
Q3 2025
Aug 6, 2025Metric
Actual
Est
EPS
$0.34+3.0%
$0.33
Rev
$236M-0.8%
$238M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $0.25vs $0.25+0.0% | $224Mvs $223M+0.1% |
| Q1 2026 | Feb 24, 2026 | $0.30vs $0.32-6.3% | $258Mvs $241M+6.9% |
| Q4 2025 | Oct 29, 2025 | $0.37vs $0.34+8.8% | $262Mvs $241M+8.6% |
| Q3 2025 | Aug 6, 2025 | $0.34vs $0.33+3.0% | $236Mvs $238M-0.8% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Verra Mobility Corporation (VRRM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $4.22 | $641.05M | 4.96 | 11.36% | 13.96% | 48.96% | — | |
| $0.75 | $9.51M | -1.12 | -16.33% | -72.99% | -171.32% | — | |
| $24.56 | $7.3B | -175.43 | 61.88% | -5.82% | -2.38% | — | |
| $32.43 | $4.91B | -8.60 | 10.52% | -6.5% | -17.64% | — | |
| $218.72 | $3.61B | 25.11 | 11.33% | 8.42% | 16.74% | — | |
| $9.16 | $166.47M | 26.17 | 10.53% | 31.05% | 0.06% | — |
Compare VRRM vs Peers
Verra Mobility Corporation (VRRM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
VRRM SEC Filings & Documents
Verra Mobility Corporation (VRRM) SEC filings — annual & quarterly reports (10-K, 10-Q)
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VRRM Frequently Asked Questions
Verra Mobility Corporation (VRRM) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Verra Mobility Corporation's revenue?
Verra Mobility Corporation (VRRM) reported $979.4M in revenue for fiscal year 2025. This represents a 324% increase from $230.7M in 2016.
How fast is Verra Mobility Corporation growing?
Verra Mobility Corporation (VRRM) grew revenue by 11.4% over the past year. This is steady growth.
Is VRRM profitable?
Yes, Verra Mobility Corporation (VRRM) is profitable, generating $131.0M in net income for fiscal year 2025 (14.0% net margin).
Dividend & Returns
What is VRRM's return on equity?
Verra Mobility Corporation (VRRM) has a return on equity (ROE) of 49.0%. This is excellent, indicating efficient use of shareholder capital.
What is Verra Mobility Corporation's free cash flow?
Verra Mobility Corporation (VRRM) generated $103.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.