Verra Mobility beats Q4 revenue estimates

Verra Mobility

24/02/2026 21:17

Overview

Smart mobility tech firm's Q4 revenue rose 16%, beating analyst expectations

Company swings to net profit of $18.9 mln from a loss of $66.7 mln a year ago

Company repurchased $133.4 mln of shares in Q4

Outlook

Verra Mobility expects 2026 revenue between $1,020 mln and $1,030 mln

Company projects 2026 Adjusted EBITDA of $405 mln to $415 mln

Verra Mobility anticipates 2026 Free Cash Flow of $150 mln to $160 mln

Result Drivers

GOVERNMENT SOLUTIONS GROWTH - Revenue growth in Q4 was driven by a 21% increase in Government Solutions service revenue, primarily from the NYCDOT red-light expansion program and enforcement programs

COMMERCIAL SERVICES EXPANSION - Commercial Services revenue grew 10% in Q4, supported by increased product adoption, tolling activity, and European operations

PARKING SOLUTIONS CHALLENGES - Parking Solutions revenue rose slightly by $0.3 mln, with professional services growth offset by declines in SaaS offerings

Company press release: ID:nPn7yrxTBa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$257.90 mln
$241.18 mln (7 Analysts)
Q4 Adjusted EPS
Miss
$0.30
$0.31 (8 Analysts)
Q4 Adjusted EBITDA
Slight Miss*
$101.81 mln
$102.49 mln (7 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the business support services peer group is "buy"

Wall Street's median 12-month price target for Verra Mobility Corp is $30.00, about 61.6% above its February 23 closing price of $18.57

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 17 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)