Vertex (VERX) Retained Earnings (2019 - 2026)
Vertex (VERX) posted Retained Earnings of -$48.6 million for Q1 2026, down 5.44% sequentially from -$46.1 million in Q4 2025, and down 15.24% YoY from -$57.4 million in Q1 2025.
Vertex (VERX) Retained Earnings (2019 - 2026) Analysis & Trends
Vertex has reported Retained Earnings for 8 years, with the latest figure at -$48.6 million in Q1 2026.
- Quarterly Retained Earnings fell 15.24% year-over-year to -$48.6 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was -$48.6 million (down 15.24% YoY) and the FY2025 annual result came in at -$46.1 million, down 116.56% from the prior year.
- Retained Earnings retreated to -$48.6 million in Q1 2026 per VERX's latest filing, from -$46.1 million in the prior quarter.
- Over five years, Retained Earnings peaked at $304.2 million in Q3 2025 and troughed at -$48.6 million in Q1 2026.
- A 5-year average of $77.4 million and a median of -$1.0 million in 2025 frame the typical range for Retained Earnings.
- The sharpest annual moves came in 2024 and 2025: Retained Earnings soared 47606.66% in 2024, then slumped 2110.72% in 2025.
- Over 5 years, Retained Earnings stood at -$27.8 million in 2022, then soared by 97.89% to -$586000.0 in 2023, then jumped by 47606.66% to $278.4 million in 2024, then plunged by 116.56% to -$46.1 million in 2025, then declined by 5.44% to -$48.6 million in 2026.
- According to Business Quant data, Retained Earnings over the past three periods registered -$48.6 million, -$46.1 million, and $304.2 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Sap Se | 255.48 Bn | 234.41 Bn | 16.51 Bn | 56.47 Bn |
| 2 | Shopify | 198.95 Bn | 194.00 Bn | 1.71 Bn | 3.78 Bn |
| 3 | Salesforce | 160.70 Bn | 148.86 Bn | 8.56 Bn | 23.95 Bn |
| 4 | Uber Technologies | 154.94 Bn | 149.73 Bn | 6.38 Bn | 35.70 Bn |
| 5 | ServiceNow | 128.25 Bn | 123.58 Bn | 2.82 Bn | 6.01 Bn |
| 6 | Snowflake | 114.00 Bn | 111.05 Bn | 926.45 Mn | 12.09 Bn |
| 7 | Automatic Data Processing | 108.58 Bn | 104.35 Bn | 2.51 Bn | 26.97 Bn |
| 8 | Adobe | 105.34 Bn | 99.72 Bn | 5.90 Bn | 16.42 Bn |
| 9 | Intuit | 94.55 Bn | 87.77 Bn | 7.24 Bn | 22.85 Bn |
| 10 | Vertex | 2.06 Bn | 1.82 Bn | 131.30 Mn | 347.77 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 347.77 Mn |
| Mar 31, 2026 | -48.61 Mn |
| Dec 31, 2025 | -46.10 Mn |
| Sep 30, 2025 | 304.18 Mn |
| Jun 30, 2025 | -1.05 Mn |
| Mar 31, 2025 | -42.19 Mn |
| Dec 31, 2024 | 278.39 Mn |
| Sep 30, 2024 | -20.11 Mn |
| Jun 30, 2024 | -29.09 Mn |
| Mar 31, 2024 | 2.10 Mn |
| Dec 31, 2023 | -586,000.00 |
| Sep 30, 2023 | 265.25 Mn |
| Jun 30, 2023 | -12.52 Mn |
| Mar 31, 2023 | -5.63 Mn |
| Dec 31, 2022 | -27.75 Mn |
| Sep 30, 2022 | 238.09 Mn |
| Jun 30, 2022 | 232.85 Mn |
| Mar 31, 2022 | 227.75 Mn |
| Dec 31, 2021 | -17.50 Mn |
| Sep 30, 2021 | 25.44 Mn |