Latest revenue
$223.6M
as of 2026-03-31
Latest net income
$26.7M
as of 2026-03-31
Net margin
12.0%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $2.05B
- Enterprise value
- $2.05B
- P/E (trailing)
- 15.0×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $25.83
- 52-wk low
- $12.83
- Beta
- —
- Shares out
- 151.9M
5-year trend
What this company does
Item 1. Business Overview We are a leading provider of smart mobility technology solutions, principally operating throughout the United States, Australia, Europe, and Canada. Our goal is to make transportation safer, smarter, and more connected through our integrated, data-driven solutions, including toll and violations management, title and registration services, automated safety and traffic enforcement, and commercial parking management. We bring together vehicles, hardware, software, data, and people to solve transportation challenges for customers around the world, including commercial fleet owners, such as rental car companies (“RACs”), direct commercial fleet owner-operators (“Direct…
AI summary unavailable — showing raw filing excerpt
Generated from VRRM's filing dated 2026-02-24
Key risks
Item 1A. Risk Factors Risk Factor Summary Investing in our common stock involves a high degree of risk. In addition to the other information set forth in this Annual Report, you should carefully consider the following factors, which could materially affect our business, financial condition, and results of operations in future periods. The risks described below are not the only risks we face. Additional risks not currently known to us may adversely affect our business, financial condition, or results of operations in future periods. Risks Related to Our Customers, Industry, Competition, and Vendors •Negative industry and macroeconomic conditions, including the impact of government actions…
AI summary unavailable — showing raw filing excerpt
Generated from VRRM's filing dated 2026-02-24
Profitability
Operating margin
24.4%
57.4%Net margin
14.0%
290.2%Return on equity
46.6%
525.1%Return on assets
8.3%
326.2%Leverage
Debt / equity
4.62×
63.1%Long-term debt / equity
3.49×
42.0%Debt / assets
82.2%
11.2%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $223.6M | +0.1% | $26.7M | -17.3% | 12.0% |
Q4 2025 2025-12-31 | $257.9M | +16.4% | $18.9M | +128.3% | 7.3% |
Q3 2025 2025-09-30 | $261.9M | +16.1% | $46.8M | +34.9% | 17.9% |
Q2 2025 2025-06-30 | $236.0M | +6.1% | $38.6M | +12.7% | 16.3% |
Q1 2025 2025-03-31 | $223.3M | +6.4% | $32.3M | +10.9% | 14.5% |
Q4 2024 2024-12-31 | $221.5M | — | $-66.7M | — | -30.1% |
Q3 2024 2024-09-30 | $225.6M | +7.4% | $34.7M | +14.6% | 15.4% |
Q2 2024 2024-06-30 | $222.4M | +8.8% | $34.2M | +79.1% | 15.4% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Transportation Services · SIC 4700
Your notes
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Insider activity
Insider buying
$0
Insider selling
$0
Net activity
+$0
Distinct insiders
0
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value |
|---|
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns VRRM
Institutional value
$1.09B
Total shares held
78.2M
Distinct holders
167
-146 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 24.2M | $346.1M | +559.1K (+2.4%) | Added |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.3M | $118.2M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 6.6M | $94.8M | — | New |
| 4 | BANK OF MONTREAL /CAN/ | 5.8M | $82.7M | +5.8M (+49133.9%) | Added |
| 5 | JPMORGAN CHASE & CO | 4.5M | $63.4M | -421.5K (-8.6%) | Trimmed |
| 6 | MACKENZIE FINANCIAL CORP | 3.7M | $53.1M | +37.1K (+1.0%) | Added |
| 7 | DIMENSIONAL FUND ADVISORS LP | 3.3M | $47.0M | -29.0K (-0.9%) | Trimmed |
| 8 | River Road Asset Management, LLC | 3.0M | $43.4M | +54.0K (+1.8%) | Added |
| 9 | DAVENPORT & Co LLC | 1.4M | $19.4M | +60.0K (+4.6%) | Added |
| 10 | SEI INVESTMENTS CO | 1.2M | $17.3M | +116.0K (+10.6%) | Added |
| 11 | VANGUARD FIDUCIARY TRUST CO | 1.1M | $15.8M | — | New |
| 12 | Nuveen, LLC | 1.0M | $14.5M | -443.0K (-30.4%) | Trimmed |
| 13 | Bank of New York Mellon Corp | 967.7K | $13.8M | -39.0K (-3.9%) | Trimmed |
| 14 | WCM INVESTMENT MANAGEMENT, LLC | 852.7K | $12.1M | -448.0K (-34.4%) | Trimmed |
| 15 | PRINCIPAL FINANCIAL GROUP INC | 780.3K | $11.2M | +17.2K (+2.3%) | Added |
| 16 | Foresight Group Ltd Liability Partnership | 593.6K | $8.5M | +29.8K (+5.3%) | Added |
| 17 | Public Sector Pension Investment Board | 570.9K | $8.2M | +18.6K (+3.4%) | Added |
| 18 | NEW YORK STATE COMMON RETIREMENT FUND | 520.8K | $7.4M | -38.5K (-6.9%) | Trimmed |
| 19 | UBS Group AG | 512.6K | $7.3M | -141.5K (-21.6%) | Trimmed |
| 20 | CITIGROUP INC | 445.8K | $6.4M | -91.6K (-17.0%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once VRRM's latest filing finishes processing.