Vertex (VERX) reported $194.71 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 9.1%. EPS of $0.17 for the same period compares to $0.15 a year ago.
The reported revenue represents a surprise of +0.29% over the Zacks Consensus Estimate of $194.15 million. With the consensus EPS estimate being $0.17, the EPS surprise was +1.74%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Vertex performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Annual Recurring Revenue: $671 million compared to the $669.76 million average estimate based on four analysts.
- Net Revenue Retention Rate: 105% compared to the 106.4% average estimate based on two analysts.
- Revenues- Services: $28.49 million compared to the $25.92 million average estimate based on four analysts. The reported number represents a change of +10.2% year over year.
- Revenues- Software subscriptions: $166.23 million compared to the $168.4 million average estimate based on four analysts. The reported number represents a change of +8.9% year over year.
View all Key Company Metrics for Vertex here>>>
Shares of Vertex have returned -24.6% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Vertex, Inc. (VERX): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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