Screener / SEC EDGAR /CIK 0001682745 /10-K filed Feb 24, 2026, compared with Feb 27, 2025 /Numbers from the XBRL of the 10-Ks
Industrials peers:
Nasdaq Industrials · Travel Services

VERRA MOBILITY Corp VRRM

We are a leading provider of smart mobility technology solutions, principally operating throughout the United States, Australia, Europe, and Canada. 10-K, Item 1

Employees
1,901
Headquarters
Mesa, AZ
CEO
Jonathan Keyser
Next results
around Feb 23, 2027
Compare with peers Embed

VRRM among Industrials peers

Six ratios from the latest 10-K. Each corner is the share of 251 peers the company is above, not a score.

Compare
Revenue growth: 11.4%, above 75% of 250 peers (their median 5.7%) REVENUE GROWTH 11.4% · above 75% Operating margin: 12.7%, above 55% of 229 peers (their median 11.8%) OPERATING MARGIN 12.7% · above 55% Net margin: 3.8%, above 25% of 251 peers (their median 8.2%) NET MARGIN 3.8% · above 25% FCF margin: 13.7%, above 71% of 234 peers (their median 9.5%) FCF MARGIN 13.7% · above 71% Return on capital: 12.9%, above 64% of 193 peers (their median 10.4%) RETURN ON CAPITAL 12.9% · above 64%
VRRM Peer median Below the median

What changed

14 new risk paragraphs and 2 accounting facts worth reading about. 10-K filed Feb 24, 2026 against Feb 27, 2025.

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

11 checks on the latest 10-K. Checks, not verdicts.

How it works

2facts worth reading about the other 9 checks found nothing to note

  • Inventory growing faster than revenue
    Inventory +33.3% ($15.5M to $20.7M) vs revenue +11.4% ($879.2M to $979.1M), +21.9 pts apart
  • Critical audit matters changed
    New this year: Revenue Recognition- Government Solutions Segment (“The Company’s Government Solutions segment principally generates revenue by providing complete, end-to-end speed, red-light, school bus stop arm, and bus lane enforcement solutions. Contractual promises include providing a photo enforcement system to capture images contemporaneously with a suite of ”). No longer listed: Goodwill - Parking Solutions Reporting Unit. Same as last year: Tempe, ArizonaFebruary 24, 2026
  • Receivables +13.5% ($206.5M to $234.3M) vs revenue +11.4% ($879.2M to $979.1M), +2.1 pts apart
8 more checks with nothing to note
  • Cash from operations $255.8M vs net income $136.6M (FY ending Dec 31, 2025)
  • Same auditor in both 10-Ks: Deloitte & Touche LLP
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

14 paragraphs in Risk Factors that were not in the 10-K filed Feb 27, 2025. Quoted as filed.

All 14 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Feb 27, 2025 10-K, ITEM 1A
    Government actions and regulations, such as tariffs and trade protection measures, may negatively impact our business. To minimize tariff impact, we have, at times, shifted manufacturing and final assembly locations and our sourcing teams prioritize domestic alternatives when feasible. Future changes to United States tariff policy,…
  2. Item 1A · new paragraph · not in the 10-K filed Feb 27, 2025 10-K, ITEM 1A
    Risks related to the development, deployment, and use of AI, together with an evolving and uncertain regulatory environment, may increase costs, create liability, and adversely affect our business, financial condition, results of operations, and reputation. Our products, services, and business operations increasingly incorporate AI, and…
  3. Item 1A · new paragraph · not in the 10-K filed Feb 27, 2025 10-K, ITEM 1A
    Our business depends on highly skilled technical, managerial, engineering, sales, marketing, and customer support personnel, as well as qualified and competent subcontractors, and competition for such personnel is intense. Our failure to attract, hire, integrate in a timely manner, or retain and motivate qualified personnel—particularly…
  4. Item 1A · new paragraph · not in the 10-K filed Feb 27, 2025 10-K, ITEM 1A
    Numerous countries, including a number of those in which we do business, have agreed to a statement in support of the OECD model rules that propose a global minimum tax rate of 15% that would apply to multinational companies with consolidated revenue above €750 million. Many jurisdictions, including E.U. member states and other non-U.S.…

New risk paragraphs, against peers

Latest 10-K of each, Industrials companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2022FY2023FY2024FY2025
Revenue$741.6M$817.3M$879.2M$979.1M
Net income$92.5M$57.0M$31.4M$136.6M
Operating cash flow$218.3M$206.1M$223.6M$255.8M
Free cash flow$170.2M$149.1M$152.8M$136.7M

Revenue, FY2018 to FY2025

Ten fiscal years, each from its own 10-K · XBRL · USD

$979.1M ▲ 11.4% in FY2025

FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Every number, year by year

Recent filings

4 filings in the last 30 days · SEC EDGAR

All filings

About the company

VERRA MOBILITY Corp, Mesa, AZ · from the 10-K filed Feb 24, 2026

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.

Headquarters
Mesa, AZ
Country
United States
Reports in
USD
Listed on
Nasdaq
Fiscal year ends
December 31
Last results
Oct 30, 2026

Employees, at the top of the page: "As of December 31, 2025, we had 1,901 employees, comprised of 1,888 full-time employees and 13 part-time employees" (10-K). Address and exchange: SEC's company file.

Email alerts

Sources

The 10-K filed Feb 24, 2026 (open at SEC), compared with the 10-K filed Feb 27, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

Work with it: Excel workbook · CSV. Google Sheet that stays up to date: paste =IMPORTDATA("https://tickdelta.com/company/VRRM/export.csv") into a cell.

Esc

Type a ticker such as AAPL, a name, an investor such as Buffett, or a topic such as tariffs. ↑ ↓ to move, Enter to open.