Verra Mobility Corp. Class A (VRRM)

Verra Mobility's stock has shown a positive trend in the past six months, increasing by 10.09%, but has trended down by 8.32% over the past year. Key events impacting the stock include strong Q1 and Q2 2025 financial results, with revenue increases and adjusted EPS exceeding expectations. The company is scheduled to report its Q3 2025 earnings on October 29, 2025, with analysts expecting revenue of $238.5 million and adjusted earnings of $0.34 per share. The company reported full-year 2024 revenue of $879.2 million and net income of $31.4 million. In Q4 2024, the company faced a legal settlement with PlusPass, resulting in a significant expense of $31.5 million. In September 2025, the Compensation Committee approved a one-time equity award.

Demand for Verra Mobility's products and services, particularly within its Commercial Services segment, is influenced by seasonality. The first quarter sees the lowest revenue, followed by increases in the second and third quarters, with a decline in the fourth quarter, aligning with the summer driving season. TSA passenger volume is a key indicator that correlates with vehicle rental rates and toll road usage, impacting the performance of the Commercial Services segment. The company remains cautious that a modest decline in travel volume could impact financial results.

Verra Mobility Corp. is a provider of smart mobility technology solutions, focusing on safety, efficiency, and convenience for drivers, governments, and businesses. The company's core business revolves around technology-driven solutions for automated tolling, violation management, and traffic safety enforcement. It operates through three segments: Commercial Services, providing automated toll and violation management; Government Solutions, offering automated safety solutions to state and local governments; and Parking Solutions, providing advanced parking management solutions. The company generates revenue through recurring streams such as subscription-based services, toll management fees, and violation processing fees, alongside hardware sales and long-term service contracts.

Verra Mobility has a global presence, serving customers across North America, Europe, Asia, and Australia. In the United States, the company operates in all 50 states and manages over 22,000 intersection safety camera systems. Its headquarters are located in Mesa, Arizona.

Verra Mobility has maintained a strong brand reputation, being named to the Fortune 100 Fastest-Growing Companies list for the second consecutive year. The company earned the Great Place to Work Certification for the fourth consecutive year in May 2025. Verra Mobility was recognized as a GovTech 100 Company for 2025, marking its fifth consecutive year on the list. The company has expanded its AI-enabled school bus stop-arm program, contributing to community safety. Verra Mobility announced a partnership with Sixt to offer an electronic toll payment solution in Italy and rolled out an advanced speed safety program in San Francisco.

Verra Mobility Corporation's ownership is predominantly institutional, with approximately 84.69% of shares held by institutional investors, including BlackRock, Inc. and Vanguard Group Inc. Individual investors hold approximately 0.84% of the company's stock. Platinum Equity LLC is a significant individual shareholder, owning 12.95 million shares, representing 8.12% of the company. Insiders collectively own about 1.05% of the stock.