Verra Mobility missed EPS and EBITDA forecasts in Q4 2025 despite revenue growth, citing NYC contract costs, and lowered stock outlook.

Verra Mobility (VRRM) reported Q4 2025 earnings of $0.30 per share, slightly below expectations, though revenue rose 16.4% year-over-year to $257.9 million, exceeding forecasts. The company updated its 2026 guidance, projecting adjusted EPS of $1.32–$1.38 and revenue near $1.03 billion, with EBITDA guidance of $405–$415 million. Despite revenue beats, EPS and EBITDA fell short of analyst estimates, contributing to a stock decline. The firm cited near-term margin pressures from New York City contract requirements and a new five-year enforcement contract in the city. Verra continues to expand its cloud-based enforcement and connected-vehicle platforms, with expected $10–20 million in annual cost savings starting in 2027.