Jun 2026 (Q2 FY26) — Aug 3, 2026
Vertex Q2 FY26 — Strong Earnings Leverage and E-invoicing Momentum
Read the full callVertex (VERX) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Vertex earnings: last reported Mon, 3 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 204 | +10.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -2.2 | −0.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 9.0 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$13.53 +1.20% · +$0.16
Performance −44.4% 1Y
1Y: $24.33 on 17 Oct 2025 → $13.53. High $25.94 (21 Oct 2025), low $10.58 (22 Jun 2026).
- Previous close
- $13.37
- 52-week range
- $10.58 – $25.94
- One year
- −47.25%
Overview
- Symbol
- VERX
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Vertex earnings calls (VERX)
Financials
What the filings say
Net profit, year on year: +1041% (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 | 170 | 178 | 177 | 185 | 192 | 195 | 197 | 204 |
| Operating profit | 5 | -13 | 4 | -4 | 4 | -3 | -11 | -4 |
| Operating margin | 2.9% | −7.3% | 2.5% | −2.1% | 2.3% | −1.3% | −5.4% | −2.2% |
| Profit before tax | 8 | -11 | 6 | -3 | 6 | -1 | -10 | -4 |
| Tax rate | 7.8% | −492.7% | −84.7% | 63.5% | 27.3% | −409.3% | 74.0% | 320.6% |
| Net profit | 7 | -68 | 11 | -1 | 4 | -7 | -3 | 9 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | — | -91 | 26 | 25 | 13 | -1 | -53 | -46 |
| Total liabilities | — | 377 | 329 | 440 | 489 | 507 | 987 | 1,012 |
| Fixed assets | — | 55 | 57 | 97 | 101 | 89 | 178 | 210 |
| Total assets | — | 265 | 559 | 670 | 719 | 760 | 1,167 | 1,271 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 80 | 92 | 60 | 90 | 64 | 74 | 165 | 166 |
| Cash from investing | -33 | -38 | -44 | -295 | -72 | -66 | -158 | -124 |
| Cash from financing | -31 | -31 | 214 | -9 | 17 | -26 | 231 | -33 |
| Net cash flow | 16 | 24 | 229 | -214 | 9 | -18 | 237 | 12 |
| Capital expenditure | -21 | -20 | -21 | -32 | -46 | -49 | -72 | — |
| Free cash flow | 59 | 72 | 39 | 59 | 18 | 25 | 93 | — |
Insider filings
45 filings between Jan 30, 2026 and Oct 7, 2026.
Open market
decisions to buy or sellPurchases
$6.52M
5 purchases by 4 insiders
Sales
$82.4K
1 sale by 1 insider
Compensation
not trading decisions- 9
- Award — granted as compensation
- 15
- Option exercise — converted options into shares
- 15
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Westphal Jeffrey | $5.12M | — | Feb 17, 2026 |
| Young Christopher David | $730.8K | — | Feb 23, 2026 |
| ANDERSEN ERIC C. | $516.4K | — | Feb 20, 2026 |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | $150.5K | — | Mar 9, 2026 |
| DeStefano David | — | $82.4K | May 28, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 7, 2026 | Saha Debanjan Director | Award | 11,199 | $0 |
| Jun 10, 2026 | Radcliffe Amanda Westphal Director | Award | 15,638 | $0 |
| Jun 10, 2026 | Gayton Bradley M Director | Award | 15,638 | $0 |
| Jun 10, 2026 | ANDERSEN ERIC C. Director | Award | 15,638 | $0 |
| Jun 10, 2026 | Thompson Stefanie Westphal Director | Award | 15,638 | $0 |
| Jun 10, 2026 | Stamm John Richard Director | Award | 15,638 | $0 |
| Jun 10, 2026 | DeStefano David Director | Award | 15,638 | $0 |
| Jun 10, 2026 | Saunders Philip Seth Director | Award | 15,638 | $0 |
| Jun 10, 2026 | Mendola Mark J Director | Award | 15,638 | $0 |
| May 28, 2026 | DeStefano David Director | Sale | 6,460 | $82.4K |
| Mar 9, 2026 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Purchase | 10,000 | $150.5K |
| Feb 24, 2026 | DeStefano David Director | Tax withheld | 51,983 | $689.3K |
| Feb 24, 2026 | DeStefano David Director | Option exercise | 109,233 | $0 |
| Feb 23, 2026 | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Option exercise | 30,305 | $0 |
| Feb 23, 2026 | Rowland Bryan T.R. GENERAL COUNSEL | Tax withheld | 1,768 | $21.3K |
| Feb 23, 2026 | Rowland Bryan T.R. GENERAL COUNSEL | Option exercise | 6,428 | $0 |
| Feb 23, 2026 | DeStefano David Director | Option exercise | 101,395 | $0 |
| Feb 23, 2026 | DeStefano David Director | Tax withheld | 47,112 | $566.8K |
| Feb 23, 2026 | Young Christopher David President and CEO | Purchase | 60,000 | $730.8K |
| Feb 23, 2026 | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Tax withheld | 16,411 | $197.4K |
| Feb 20, 2026 | Leib Ryan J Chief Accounting Officer | Option exercise | 2,313 | $0 |
| Feb 20, 2026 | Leib Ryan J Chief Accounting Officer | Tax withheld | 1,263 | $16.1K |
| Feb 20, 2026 | Leib Ryan J Chief Accounting Officer | Option exercise | 4,035 | $0 |
| Feb 20, 2026 | Rowland Bryan T.R. GENERAL COUNSEL | Tax withheld | 976 | $12.4K |
| Feb 20, 2026 | Rowland Bryan T.R. GENERAL COUNSEL | Option exercise | 2,975 | $0 |
| Feb 20, 2026 | Rowland Bryan T.R. GENERAL COUNSEL | Option exercise | 4,133 | $0 |
| Feb 20, 2026 | Rowland Bryan T.R. GENERAL COUNSEL | Tax withheld | 1,259 | $16.0K |
| Feb 20, 2026 | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Tax withheld | 8,598 | $109.5K |
| Feb 20, 2026 | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Option exercise | 15,878 | $0 |
| Feb 20, 2026 | Leib Ryan J Chief Accounting Officer | Tax withheld | 782 | $10.0K |
| Feb 20, 2026 | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Option exercise | 23,888 | $0 |
| Feb 20, 2026 | DeStefano David Director | Option exercise | 69,527 | $0 |
| Feb 20, 2026 | DeStefano David Director | Tax withheld | 12,523 | $159.5K |
| Feb 20, 2026 | DeStefano David Director | Option exercise | 44,014 | $0 |
| Feb 20, 2026 | DeStefano David Director | Tax withheld | 23,705 | $302.0K |
| Feb 20, 2026 | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Tax withheld | 12,936 | $164.8K |
| Feb 20, 2026 | ANDERSEN ERIC C. Director | Purchase | 40,000 | $516.4K |
| Feb 17, 2026 | Westphal Jeffrey Insider | Purchase | 150,000 | $1.88M |
| Feb 13, 2026 | Westphal Jeffrey Insider | Purchase | 247,740 | $3.24M |
| Feb 10, 2026 | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Tax withheld | 13,489 | $200.7K |
| Feb 10, 2026 | Rowland Bryan T.R. GENERAL COUNSEL | Option exercise | 4,088 | $0 |
| Feb 10, 2026 | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Option exercise | 24,010 | $0 |
| Feb 10, 2026 | Rowland Bryan T.R. GENERAL COUNSEL | Tax withheld | 1,341 | $20.0K |
| Jan 30, 2026 | Leib Ryan J Chief Accounting Officer | Tax withheld | 1,359 | $25.2K |
| Jan 30, 2026 | Leib Ryan J Chief Accounting Officer | Option exercise | 4,019 | $0 |
| Jun 24, 2025 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | 14,425 | $508.4K |
| Jun 23, 2025 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | 510 | $17.9K |
| Jun 20, 2025 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | 8,832 | $310.2K |
| Jun 18, 2025 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | 157,874 | $5.67M |
| Jun 17, 2025 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | 145,111 | $5.39M |
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.
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