Jun 2026 (Q3 FY26) — Aug 7, 2026
i3 Verticals Q3 FY26 — Lowered FY26 Guidance and Reduced FY27 Growth Expectations
Read the full calli3 Verticals earnings: last reported Fri, 7 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 53.1 | +2.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -1.7 | +7.6 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 3.5 | −73.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $31.65 on 14 Oct 2025 → $16.6. High $33.11 (27 Oct 2025), low $13.82 (30 Sept 2026).
Overview
Call summaries
i3 Verticals Q3 FY26 — Lowered FY26 Guidance and Reduced FY27 Growth Expectations
Read the full callEvery analysed call
Financials
Net profit, year on year: −73% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 51 | 52 | 54 | 52 | 55 | 53 | 58 | 53 |
| Expenses | — | 50 | 49 | 57 | 53 | 51 | 54 | 54 |
| Operating profit | 3 | 2 | 5 | -5 | 1 | 2 | 4 | -1 |
| Operating margin | 6.7% | 3.9% | 9.3% | −9.3% | 2.7% | 3.0% | 6.5% | −1.7% |
| Other income | -6 | 1 | 0 | 4 | 2 | 0 | -1 | 8 |
| Profit before tax | — | 3 | 5 | -1 | 3 | 2 | 3 | 7 |
| Tax rate | — | 12.8% | 55.4% | 2.2% | 57.0% | 39.4% | 17.9% | 18.3% |
| Net profit | 118 | 2 | -0 | 13 | 3 | 0 | 1 | 3 |
| EPS ($ per share) | — | 0.09 | -0.01 | 0.53 | — | 0.02 | 0.07 | 0.18 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 1 | -2 | -2 | -6 | -24 | -13 | 100 | 118 |
| Total liabilities | 63 | 207 | 163 | 362 | 463 | 556 | 215 | 121 |
| Fixed assets | 3 | 5 | 5 | 6 | 6 | 10 | 8 | 7 |
| Total assets | 175 | 349 | 404 | 652 | 770 | 884 | 731 | 638 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 18 | 27 | 24 | 45 | 44 | 37 | 48 | 6 |
| Cash from investing | -38 | -144 | -35 | -149 | -113 | -122 | 396 | 76 |
| Cash from financing | 19 | 119 | 29 | 102 | 75 | 73 | -367 | -104 |
| Net cash flow | — | — | — | — | — | -11 | 77 | -22 |
| Capital expenditure | -2 | -1 | -3 | -2 | -2 | -4 | -3 | -2 |
| Free cash flow | 16 | 26 | 21 | 43 | 41 | 33 | 45 | 4 |
33 filings between Nov 14, 2025 and Sep 20, 2026.
Purchases
$961.5K
1 purchase by 1 insider
Sales
$704.6K
4 sales by 2 insiders
Also filed: 2 other filings.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| DAILY GREGORY S | $961.5K | — | May 14, 2026 |
| CHRISTIANS PAUL | — | $429.9K | Mar 6, 2026 |
| STANFORD FREDERICK | — | $274.7K | Nov 21, 2025 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 20, 2026 | SMITH GEOFFREY C. Chief Financial Officer | Tax withheld | 1,476 | $21.8K |
| May 14, 2026 | DAILY GREGORY S Chief Executive Officer | Purchase | 50,000 | $961.5K |
| Mar 6, 2026 | CHRISTIANS PAUL Chief Revenue Officer | Sale | 6,122 | $142.2K |
| Feb 11, 2026 | MAPLE PAUL General Counsel and Secretary | Tax withheld | 3,349 | $73.3K |
| Feb 11, 2026 | WHITSON CLAY M Chief Strategy Officer | Tax withheld | 4,337 | $94.9K |
| Feb 11, 2026 | STANFORD FREDERICK President | Tax withheld | 4,626 | $101.2K |
| Feb 11, 2026 | SMITH GEOFFREY C. Chief Financial Officer | Tax withheld | 4,338 | $94.9K |
| Feb 11, 2026 | CHRISTIANS PAUL Chief Revenue Officer | Tax withheld | 3,878 | $84.9K |
| Feb 11, 2026 | LAISURE CHRISTOPHER President - Public Sector | Tax withheld | 2,456 | $53.7K |
| Feb 10, 2026 | COURTNEY ELIZABETH S. Director | Award | 6,496 | $0 |
| Feb 10, 2026 | Jenkins Decosta Director | Award | 6,496 | $0 |
| Feb 10, 2026 | WILDS DAVID M Director | Award | 6,496 | $0 |
| Feb 10, 2026 | MORGAN DAVID K. Director | Award | 6,496 | $0 |
| Feb 10, 2026 | HARRISON JOHN C. Director | Award | 6,496 | $0 |
| Feb 10, 2026 | MCKENNA TIMOTHY Director | Award | 6,496 | $0 |
| Dec 10, 2025 | WILDS DAVID M Director | Other | 7,550 | $0 |
| Dec 10, 2025 | WILDS DAVID M Director | Other | 7,550 | $0 |
| Dec 3, 2025 | CHRISTIANS PAUL Chief Revenue Officer | Sale | 9,000 | $209.4K |
| Nov 26, 2025 | CHRISTIANS PAUL Chief Revenue Officer | Sale | 3,292 | $78.3K |
| Nov 21, 2025 | STANFORD FREDERICK President | Sale | 11,347 | $274.7K |
| Nov 16, 2025 | CHRISTIANS PAUL Chief Revenue Officer | Tax withheld | 305 | $8.8K |
| Nov 14, 2025 | MAPLE PAUL General Counsel and Secretary | Tax withheld | 5,903 | $181.5K |
| Nov 14, 2025 | CHRISTIANS PAUL Chief Revenue Officer | Tax withheld | 3,653 | $112.3K |
| Nov 14, 2025 | LAISURE CHRISTOPHER President - Public Sector | Tax withheld | 5,903 | $181.5K |
| Nov 14, 2025 | SMITH GEOFFREY C. Chief Financial Officer | Tax withheld | 7,403 | $227.6K |
| Nov 14, 2025 | WHITSON CLAY M Chief Strategy Officer | Tax withheld | 5,903 | $181.5K |
| Nov 14, 2025 | STANFORD FREDERICK President | Tax withheld | 3,653 | $112.3K |
| Nov 14, 2025 | WHITSON CLAY M Chief Strategy Officer | Award | 15,000 | $0 |
| Nov 14, 2025 | SMITH GEOFFREY C. Chief Financial Officer | Award | 15,000 | $0 |
| Nov 14, 2025 | MAPLE PAUL General Counsel and Secretary | Award | 15,000 | $0 |
| Nov 14, 2025 | STANFORD FREDERICK President | Award | 15,000 | $0 |
| Nov 14, 2025 | CHRISTIANS PAUL Chief Revenue Officer | Award | 15,000 | $0 |
| Nov 14, 2025 | LAISURE CHRISTOPHER President - Public Sector | Award | 15,000 | $0 |
| Sep 21, 2025 | SMITH GEOFFREY C. Chief Financial Officer | Tax withheld | 1,964 | $63.0K |
| Sep 11, 2025 | MAPLE PAUL General Counsel and Secretary | Sale | 2,500 | $77.6K |
| Aug 29, 2025 | CHRISTIANS PAUL Chief Revenue Officer | Sale | 1,890 | $59.3K |
| Aug 12, 2025 | MCKENNA TIMOTHY Director | Option exercise | 10,297 | $219.3K |
| Aug 12, 2025 | MCKENNA TIMOTHY Director | Tax withheld | 24,064 | $759.9K |
| Aug 12, 2025 | MCKENNA TIMOTHY Director | Option exercise | 11,508 | $221.2K |
| Aug 12, 2025 | MCKENNA TIMOTHY Director | Sale | 6,882 | $218.9K |
| Aug 12, 2025 | MCKENNA TIMOTHY Director | Option exercise | 9,141 | $216.2K |
| Aug 6, 2025 | DAILY GREGORY S Chief Executive Officer | Gift | 335,511 | $0 |
| Aug 6, 2025 | DAILY GREGORY S Chief Executive Officer | Gift | 335,511 | $0 |
| May 15, 2025 | SMITH GEOFFREY C. Chief Financial Officer | Sale | 8,404 | $223.2K |
| May 13, 2025 | HARVEY ROBERT BURTON Director | Sale | 26,980 | $669.6K |
| May 13, 2025 | HARVEY ROBERT BURTON Director | Conversion | 40,365 | — |
| May 13, 2025 | HARVEY ROBERT BURTON Director | Conversion | 26,980 | — |
| May 13, 2025 | HARVEY ROBERT BURTON Director | Conversion | 4,515 | — |
| May 13, 2025 | HARVEY ROBERT BURTON Director | Sale | 40,365 | $1.00M |
| May 13, 2025 | HARVEY ROBERT BURTON Director | Sale | 4,515 | $111.8K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Free account. Everything above stays public.
Write why you follow i3 Verticals, Inc. and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading