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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Verra Mobility
Verra Mobility (VRRM) investor relations material
Verra Mobility Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary24 Feb, 2026
Executive summary
Q4 2025 revenue grew 16% year-over-year to $258 million, surpassing expectations, driven by NYC red-light camera installations and core market growth.
Adjusted EBITDA for Q4 was $102 million, flat year-over-year; Adjusted EPS declined 9% to $0.30.
Major $998 million, five-year contract signed with NYCDOT, with an option for a five-year renewal, effective January 2026.
$133 million of stock repurchased in Q4 under an expanded $250 million authorization.
Investments in technology modernization, including the Mosaic platform and connected vehicle initiatives, are prioritized for future growth.
Financial highlights
Full-year 2025 revenue was $979 million, up 11% year-over-year, with a 4-year CAGR of 15%.
Adjusted EBITDA for 2025 was $416 million (42% margin); Q4 Adjusted EBITDA was $102 million (39% margin).
Full-year net income was $137 million; GAAP EPS $0.85, adjusted EPS $1.32 (up from $1.23 in 2024).
Free cash flow for 2025 was $137 million (33% conversion); Q4 free cash flow was $6 million.
Net leverage at year-end was 2.3x; net debt $972 million; available liquidity $290 million.
Outlook and guidance
2026 revenue guidance: $1.02–$1.03 billion (5% growth at midpoint); adjusted EBITDA $405–$415 million (40% margin, down 250 bps).
2026 adjusted EPS expected at $1.32–$1.38; free cash flow $150–$160 million; CapEx ~$125 million, mainly for Government Solutions.
Margins expected to recover in 2027 and beyond, driven by Mosaic platform cost savings and volume leverage.
Quarterly cadence: Q1 2026 revenue flat, then high single-digit growth in Q2, mid-single digits in Q3/Q4.
Assumptions include a 28–29% effective tax rate, $125 million in depreciation/amortization, and $62 million in interest expense.
NYCDOT contract: impact of new terms?
What is the strategic purpose of 2026 CapEx?
Address fleet management customer churn impact.
GS margin recovery path post-NYC contract impact?
What drives cautious CS outlook for next 2 years?
AI/AV strategy: build, partner, or acquire capabilities?
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Next Verra Mobility earnings date
Q1 20266 May, 2026
Verra Mobility
Next Verra Mobility earnings date
Q1 20266 May, 2026
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Frequently asked questions
Verra Mobility Corporation operates primarily through two companies, American Traffic Solutions (ATS) and RMV Solutions. ATS is the leading provider of photo traffic enforcement programs and equipment in North America, with clients in more than 400 cities across the US and Canada. Its SafeLight program reduces red-light running at intersections throughout North America by 20-30%. Its experience as a mobility company dates back to 1989. RMV Solutions is one of the largest providers of online motor vehicle registration transactions for governments in the US, with clients in more than 17 states.
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