Verra Mobility (VRRM) is rated a buy, despite a 40% YTD decline and lower NYC contract margins, due to deep customer integration and industry tailwinds. Management guides for modest revenue and Adjusted EBITDA growth in 2026, with MOSAIC platform cost savings expected to boost operating margins by 150 bps by 2027. My DCF model yields a $16.48 intrinsic value, indicating Verra is 22% undervalued, with risks centered on major contract renewals and more competitive bidding.
Verra Mobility Corporation (VRRM) Q1 2026 Earnings Call Transcript
VERRA MOBILITY CORP (VRRM) came out with quarterly earnings of $0.25 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.3 per share a year ago.
| Transportation Infrastructure Industry | Industrials Sector | Mr. Jonathan Keyser CEO | XMUN Exchange | US92511U1025 ISIN |
| US Country | 1,888 Employees | - Last Dividend | - Last Split | 24 Mar 2017 IPO Date |
Verra Mobility Corporation is a leading provider of smart mobility technology solutions and services, with operations extending across the United States, Australia, Canada, and Europe. Established in 2016 and headquartered in Mesa, Arizona, the company focuses on enhancing transportation efficiency and safety through its innovative technology and services. Verra Mobility serves a diverse range of clients, including rental car companies, fleet management companies, large fleet owners, government agencies, municipalities, school districts, law enforcement agencies, universities, parking operators, healthcare facilities, and transportation hubs. The company categorizes its offerings into three main segments: Commercial Services, Government Solutions, and Parking Solutions, each tailored to meet specific needs within the mobility ecosystem.
This segment delivers automated toll and violations management solutions, along with title and registration services. Targeting rental car companies, fleet management companies, and other large fleet owners, Verra Mobility's Commercial Services streamline operations, ensuring compliance and efficiency in fleet management through advanced technology solutions.
Verra Mobility's Government Solutions segment focuses on offering automated safety solutions to national, state, and local government agencies. This includes photo enforcement technologies and services that facilitate the detection and processing of traffic violations, such as red-light, speed, school bus, and city bus lane infractions. By serving municipalities, counties, school districts, and law enforcement agencies, this segment plays a crucial role in enhancing road safety and compliance through state-of-the-art enforcement technologies.
The Parking Solutions segment is designed to support universities, municipalities, parking operators, healthcare facilities, and transportation hubs with an integrated suite of parking software and hardware solutions. This offering aims to simplify and optimize parking management, leveraging technology to enhance the user experience and operational efficiency in various parking environments.