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Vertex, Inc. (VERX)
NASDAQ:VERX
US Market
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EarningsQ2 2026 Earnings Report

Vertex (VERX) Q2 2026 Earnings Report

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VERX Q2 2026 EPS Results

Actual EPS$0.20
Consensus EPS$0.19
Beat/MissBeat by +<$0.01
One Year Ago EPS$0.15

VERX Q2 2026 Revenue Results

Actual Revenue$203.97M
Expected Revenue$202.21M
Beat/MissBeat by +$1.76M
YoY Revenue Growth+10.52%

Earnings Announcement Details

QuarterQ2 2026
Date08/03/2026
TimeAfter Close
Conference CallMonday, August 3, 2026
VERX Upcoming Earnings
Vertex's next earnings date is estimated for November 11, 2026, based on past reporting schedules.

Q2 2026 Earnings Call Audio

VERX Q2 2026 Earnings Call
0:00 / 0:00

Q2 2026 Earnings Slide Deck

Q2 2026 Earnings Call Summary

Q2 2026
Earnings Call Date:Aug 03, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call highlighted durable core business performance, robust margin and earnings leverage, clear progress on AI-driven productivity and strong early momentum in e-invoicing and strategic customer wins. Offsetting risks include slower cloud conversions and elongated sales cycles that constrained near-term expansion and cloud revenue timing, plus FCF affected by restructuring costs and AI commercial revenue not yet material. On balance the positives — solid revenue growth, strong adjusted EBITDA improvement, stable retention metrics, AI operational gains and stronger leadership — outweigh the challenges, while management provided realistic guidance and raised full‑year EBITDA.
Company Guidance
Vertex guided Q3 revenue of $208–211M and Q3 adjusted EBITDA of $55–57M; for full‑year 2026 it narrowed revenue to $825–830M and raised full‑year adjusted EBITDA to $206–210M (from $202–208M) and now expects Cloud revenue growth of 18% for the year. Management said Q2 value‑creation actions are driving earnings leverage — Q2 revenue was $204M (+10.5% YoY) with adjusted EBITDA $51M (25% margin) and ARR +10.5% — and reported pro‑forma Q2 free cash flow of $13.2M (6.5% margin) with a pro‑forma FCF/adj‑EBITDA conversion of 26%. Longer‑term targets include progressing to a high‑20s adjusted‑EBITDA margin by end‑2027 and ~70% FCF/adj‑EBITDA conversion by Q4‑2027. Additional Q2 metrics cited: Cloud growth +17.9% (YTD 19.3%), gross revenue retention 95%, net revenue retention 105%, average ARR per direct customer $142,997 (+9.2%), scaled customer growth 8%, and $26.5M of buybacks in Q2 (total repurchased $56.6M; $93.4M remaining).
Revenue Growth at High End of Guidance
Total revenue $204.0M, up 10.5% YoY and at the high end of quarterly guidance; subscription revenue +10.7% YoY and services revenue +9.4% YoY.
Strong Earnings Leverage and Margin Expansion
Adjusted EBITDA $51M, up 33% YoY; adjusted EBITDA margin expanded to 25% (more than +4 percentage points YoY). Non-GAAP gross margin increased ~15 bps YoY.
Recurring Revenue and Customer Durability
ARR grew 10.5% YoY; gross revenue retention 95% and net revenue retention 105% (stable for second consecutive quarter); average annual revenue per direct customer $142,997, +9.2% YoY.
Cloud Revenue and ARR Momentum
Cloud revenue +17.9% in the quarter (YTD cloud growth 19.3%); Cloud revenue full-year growth guide set to 18% with cloud a meaningful growth vector (including e-invoicing tailwinds).
E‑Invoicing Momentum and Enterprise Wins
E-invoicing growth materially above corporate rate with ramping ARR and revenue; won multiple 6-figure enterprise e-invoicing deals (including a mid-6-figure expansion tied to France and Finland) and new-logo e-invoicing activity ahead of country mandates.
AI-Driven Operational Productivity Gains
Active use of core AI tools increased to 89% from 68% in January (+21 percentage points); engineering efficiency improved ~34% and pull request merge rates +30% vs January baseline; AI-supported e-invoicing rule generation cut onboarding time ~50% and rule onboarding ~70% faster (≈3,500 rules across 50+ formats).
Sales & Customer Expansion Wins Across Ecosystems
Multiple mid-to-high 6-figure expansions and new-logo wins across SAP, Oracle and Microsoft ecosystems (mobility/delivery, CPG, QSR, telecom infrastructure, consulting, building products) demonstrating land-and-expand potential.
Capital Allocation and Guidance Improvements
Repurchased $26.5M of shares in Q2 ($56.6M total since Nov); narrowed FY revenue range to $825–$830M and increased FY adjusted EBITDA guidance to $206–$210M (raised vs. prior), Q3 revenue guide $208–$211M and adj. EBITDA $55–$57M.
Leadership Strengthening
Key executive hires to scale the company: Allison Cerra (CMO), Aneel Jaeel (COO), Chatelle Lynch (CPO), Bala Chandran (Chief Product & Technology Officer) to drive growth, ops discipline and product/AI strategy.

VERX Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Nov 11, 2026
2026 (Q3)
0.22 / -
0.17
2026 (Q2)
0.19 / 0.20
0.1533.33% (+0.05)
2026 (Q1)
0.16 / 0.17
0.1513.33% (+0.02)
2025 (Q4)
0.16 / 0.17
0.1513.33% (+0.02)
2025 (Q3)
0.16 / 0.17
0.166.25% (+0.01)
2025 (Q2)
0.14 / 0.15
0.150.00% (0.00)
2025 (Q1)
0.13 / 0.15
0.150.00% (0.00)
2024 (Q4)
0.14 / 0.15
0.1315.38% (+0.02)
2024 (Q3)
0.14 / 0.16
0.160.00% (+0.06)
2024 (Q2)
0.13 / 0.15
0.0887.50% (+0.07)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed