earnings
confidence high
sentiment neutral
materiality 0.70
i3 Verticals Q1 rev $52.7M (+0.9%); net inc $0.6M; acquires motor vehicle software for $60M; $60M buyback
i3 Verticals, Inc.
2026-Q1 EPS
reported $0.02
vs consensus $0.30
▼ miss
(-93.4%)
- Revenue $52.7M (+0.9% YoY); net income from continuing ops $0.6M vs $1.9M prior year.
- Adjusted EBITDA $13.6M (25.8% margin) vs $14.6M; adjusted EPS $0.26 vs $0.27.
- ARR $169.6M (+8.4% YoY); SaaS revenue grew 24% to $10.96M.
- Acquired motor vehicle insurance verification software company for $60M cash + up to $20M contingent.
- New $60M share repurchase program authorized through Feb 4, 2027.