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Verra Mobility Class A Earnings Calls
| Release date | Oct 29, 2025 |
| EPS estimate | $0.340 |
| EPS actual | $0.370 |
| EPS Surprise | 8.82% |
| Revenue estimate | 241.284M |
| Revenue actual | 261.938M |
| Revenue Surprise | 8.56% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.330 |
| EPS actual | $0.340 |
| EPS Surprise | 3.03% |
| Revenue estimate | 237.888M |
| Revenue actual | 236.025M |
| Revenue Surprise | -0.783% |
| Release date | May 07, 2025 |
| EPS estimate | $0.290 |
| EPS actual | $0.300 |
| EPS Surprise | 3.45% |
| Revenue estimate | 216.941M |
| Revenue actual | 223.254M |
| Revenue Surprise | 2.91% |
| Release date | Feb 27, 2025 |
| EPS estimate | $0.300 |
| EPS actual | $0.330 |
| EPS Surprise | 10.00% |
| Revenue estimate | 220.462M |
| Revenue actual | 221.5M |
| Revenue Surprise | 0.471% |
Last 4 Quarters for Verra Mobility Class A
Below you can see how VRRM performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 27, 2025 |
| Price on release | $25.95 |
| EPS estimate | $0.300 |
| EPS actual | $0.330 |
| EPS surprise | 10.00% |
| Date | Price |
|---|---|
| Feb 21, 2025 | $25.95 |
| Feb 24, 2025 | $25.84 |
| Feb 25, 2025 | $26.16 |
| Feb 26, 2025 | $25.91 |
| Feb 27, 2025 | $25.95 |
| Feb 28, 2025 | $22.89 |
| Mar 03, 2025 | $22.96 |
| Mar 04, 2025 | $22.57 |
| Mar 05, 2025 | $21.68 |
| 4 days before | 0% |
| 4 days after | -16.45% |
| On release day | -11.79% |
| Change in period | -16.45% |
| Release date | May 07, 2025 |
| Price on release | $22.21 |
| EPS estimate | $0.290 |
| EPS actual | $0.300 |
| EPS surprise | 3.45% |
| Date | Price |
|---|---|
| May 01, 2025 | $21.71 |
| May 02, 2025 | $22.72 |
| May 05, 2025 | $22.35 |
| May 06, 2025 | $22.25 |
| May 07, 2025 | $22.21 |
| May 08, 2025 | $24.28 |
| May 09, 2025 | $24.19 |
| May 12, 2025 | $24.31 |
| May 13, 2025 | $23.55 |
| 4 days before | 2.30% |
| 4 days after | 6.03% |
| On release day | 9.32% |
| Change in period | 8.48% |
| Release date | Aug 06, 2025 |
| Price on release | $24.96 |
| EPS estimate | $0.330 |
| EPS actual | $0.340 |
| EPS surprise | 3.03% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $25.26 |
| Aug 01, 2025 | $24.64 |
| Aug 04, 2025 | $25.27 |
| Aug 05, 2025 | $25.14 |
| Aug 06, 2025 | $24.96 |
| Aug 07, 2025 | $24.07 |
| Aug 08, 2025 | $23.49 |
| Aug 11, 2025 | $23.69 |
| Aug 12, 2025 | $24.07 |
| 4 days before | -1.19% |
| 4 days after | -3.57% |
| On release day | -3.57% |
| Change in period | -4.71% |
| Release date | Oct 29, 2025 |
| Price on release | $23.84 |
| EPS estimate | $0.340 |
| EPS actual | $0.370 |
| EPS surprise | 8.82% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $24.66 |
| Oct 24, 2025 | $23.95 |
| Oct 27, 2025 | $24.12 |
| Oct 28, 2025 | $24.00 |
| Oct 29, 2025 | $23.84 |
| Oct 30, 2025 | $23.49 |
| Oct 31, 2025 | $23.21 |
| Nov 03, 2025 | $22.89 |
| Nov 04, 2025 | $22.99 |
| 4 days before | -3.33% |
| 4 days after | -3.57% |
| On release day | -1.47% |
| Change in period | -6.77% |
Verra Mobility Class A Earnings Call Transcript Summary of Q3 2025
Q3 2025 highlights: Verra Mobility reported a strong quarter with total revenue up 16% YoY to $262M and adjusted EPS up 16% YoY. A key driver was a New York City automated enforcement change order to install up to 250 red‑light cameras in 2025, which contributed ~$17M of Q3 revenue and is expected to add ~$30M of revenue in 2025 (~$10M product, ~$20M installation services). Management shared financial expectations for the new NYC contract: a 5‑year initial term (with a 5‑year renewal option) and an estimated total contract value of $963M, with NYC service revenue forecast to grow from ~$135M in 2024 to $165M–$185M by 2027. As a result, Verra increased 2025 revenue guidance to $955M–$965M while affirming other guidance (adjusted EBITDA $410M–$420M; adj. EPS $1.30–$1.35; FCF $175M–$185M).
Segment performance: Government Solutions revenue rose 28% YoY (NYC up 46%), with broad strength in speed, bus lane and school bus stop‑arm programs. Commercial Services grew ~7% (RAC tolling +7%, fleet management -3% due to prior churn). T2 (Parking) revenue +7% with SaaS/services +3% and product +30%.
2026 preliminary outlook & margin outlook: Management expects consolidated mid‑single digit revenue growth in 2026 (reflecting NYC installations shifting into 2025) but a 250–300 basis‑point decline in adjusted EBITDA margin in 2026 driven primarily by NYC repricing and contractual requirements (including mandatory investment in minority and women‑owned subcontractors). Management expects margins to recover beginning in 2027 as productivity and platform consolidation (MOSAIC) drive efficiency, targeting Government Solutions margins approaching ~30% by 2028.
Capital allocation & balance sheet: Board authorized an incremental $150M buyback (total authorization $250M available through Nov 2026). Net debt ~$843M, net leverage ~2.0x. Company proactively refinanced ABL revolver and term loan, extending maturities and reducing interest spread.
Key risks/notes for investors: one‑time readiness costs for NYC ( ~$5M–$10M in 2025) are included in guidance; recurring incremental cost from NYC subcontractor requirements estimated at $20M–$25M per year for the contract life; timing and cadence of camera installs could affect 2026 revenue mix; execution of MOSAIC is central to margin recovery in 2027–2028.
