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Verra Mobility
Verra Mobility (VRRM) investor relations material
Verra Mobility CJS Securities 26th Annual "New Ideas for the New Year” Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CJS Securities 26th Annual "New Ideas for the New Year” Investor Conference summary14 Jan, 2026
Financial performance and business overview
Reported trailing 12-month revenue just under $950 million and over $400 million in EBITDA, with a 44% adjusted EBITDA margin and nearly 40% free cash flow conversion.
94% of revenue is recurring or reoccurring, supporting long-term earnings stability.
Company operates three main segments: Commercial Services (toll and violation management), Government Solutions (automated traffic enforcement), and Parking Solutions (parking management for universities and municipalities).
Commercial and Government Solutions each generate about $400 million in revenue, while Parking Solutions contributes over $80 million.
Majority of revenue is from North America, with growing presence in Europe and APAC.
Segment growth drivers and market position
Commercial Services leads U.S. rental car toll management, with high single-digit organic growth, mid-60s margins, and 90% recurring revenue.
Government Solutions is a high single-digit organic grower, with 9,000 cameras installed globally and a 70% U.S. market share.
Parking Solutions targets universities and municipalities, with mid-single-digit growth and high-teen margins; 50% of revenue is SaaS.
Growth in all segments driven by technology adoption, new customer wins, and expansion into adjacencies like telematics and smart city platforms.
Significant white space remains in university parking and European tolling markets.
New York City contract and margin outlook
Secured a five-year, $998 million contract renewal with New York City, with an option for another five years.
Contract includes both price concessions and incremental revenue opportunities, such as camera expansion and new services.
Margins will temporarily decline 250–300 basis points due to required minority and women-owned business participation, but are expected to recover starting in 2027 through cost reductions from the Mosaic project.
Long-term margin target for Government Solutions is high 20s to 30% by 2028.
Explain NYC contract margin impact
Discuss new market adjacencies for growth
Impact of driverless cars on Verra Mobility
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Next Verra Mobility earnings date
Q4 202526 Feb, 2026
Verra Mobility
Next Verra Mobility earnings date
Q4 202526 Feb, 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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