Vertex, Inc. (VERX) beats Q2 2026 earnings and raises EBITDA guidance
As seen on the 24/7 Wall St. homepage on August 3, 2026.
Vertex widened adjusted EBITDA margin to 25.0% from 20.8% a year ago, enough for management to raise full-year EBITDA guidance to $206 million to $210 million. Keep an eye on free cash flow, which fell to $2.7 million as capex jumped.
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Vertex reported Q2 2026 adjusted EPS of $0.20, topping the consensus estimate of roughly $0.19 by about 5%. Revenue came in at $203.97 million, edging past expectations of $202.22 million. The beats were modest in dollar terms, but consistent — VERX has now exceeded EPS estimates in each of the past eight quarters.
The more notable headline from the quarter was the margin expansion. Adjusted EBITDA margin widened to 25.0% from 20.8% a year earlier, a meaningful step up for a software company still in growth mode. Management translated that improvement into confidence, lifting full-year adjusted EBITDA guidance to a range of $206 million to $210 million.
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One number worth monitoring is free cash flow, which dropped sharply to $2.7 million as capital expenditures rose. That kind of compression can be an early signal of heavier investment spending ahead, or simply reflect timing — either way it is worth watching against the improved profitability story in the quarters to come.
Mentioned: VERX