Vertex (VERX) Retained Earnings (2019 - 2026)
Vertex's (VERX) quarterly Retained Earnings came in at $347.8 million in Q2 2026, up 19.07% year-over-year from $292.1 million in Q2 2025, and up 4.46% quarter-over-quarter from $332.9 million in Q1 2026.
Analysis
Vertex (VERX) Retained Earnings (2019 - 2026) Analysis & Trends
Vertex has disclosed Retained Earnings across 8 years of filings, most recently posting $347.8 million for Q2 2026.
- In Q2 2026, Retained Earnings rose 19.07% year-over-year to $347.8 million; the TTM figure through Jun 2026 stood at $347.8 million (up 19.07% YoY), while the FY2025 annual figure was $316.3 million, up 13.63% from the prior year.
- Retained Earnings came in at $347.8 million for Q2 2026 at Vertex, up from $332.9 million in the prior quarter.
- In the past five years, Retained Earnings ranged from a high of $347.8 million in Q2 2026 to a low of $227.8 million in Q1 2022.
- Average Retained Earnings over 5 years is $274.3 million, with a median of $269.3 million recorded in 2023.
- Year-over-year, Retained Earnings jumped 835.97% in 2022 and fell 2.78% in 2024.
- Over 5 years, Retained Earnings stood at $244.8 million in 2022, then grew by 12.39% to $275.2 million in 2023, then rose by 1.18% to $278.4 million in 2024, then rose by 13.63% to $316.3 million in 2025, then advanced by 9.94% to $347.8 million in 2026.
- Per Business Quant data, the three most recent Retained Earnings figures were $347.8 million in Q2 2026, $332.9 million in Q1 2026, and $316.3 million in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Thomson Reuters | 46.10 Bn | 45.06 Bn | - | 9.05 Bn |
| 2 | Docusign | 12.87 Bn | 12.10 Bn | 697.87 Mn | 4.05 Bn |
| 3 | Workiva | 4.15 Bn | 3.33 Bn | 205.27 Mn | -701.41 Mn |
| 4 | Vertex | 2.22 Bn | 1.99 Bn | 131.30 Mn | 347.77 Mn |
| 5 | Clarivate | 1.33 Bn | 1.11 Bn | 401.80 Mn | -7.82 Bn |
| 6 | Donnelley Financial Solutions | 1.26 Bn | 1.23 Bn | 148.00 Mn | 630.80 Mn |
| 7 | Legalzoom.Com | 1.03 Bn | 859.25 Mn | 139.93 Mn | -1.22 Bn |
| 8 | Telos | 358.74 Mn | 308.09 Mn | 16.69 Mn | -361.21 Mn |
| 9 | CS Disco | 276.29 Mn | 174.90 Mn | 32.11 Mn | 479.95 Mn |
| 10 | Audioeye | 95.59 Mn | 86.87 Mn | 8.45 Mn | 110.07 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 347.77 Mn |
| Mar 31, 2026 | 332.91 Mn |
| Dec 31, 2025 | 316.33 Mn |
| Sep 30, 2025 | 304.18 Mn |
| Jun 30, 2025 | 292.08 Mn |
| Mar 31, 2025 | 273.30 Mn |
| Dec 31, 2024 | 278.39 Mn |
| Sep 30, 2024 | 264.49 Mn |
| Jun 30, 2024 | 254.80 Mn |
| Mar 31, 2024 | 273.65 Mn |
| Dec 31, 2023 | 275.16 Mn |
| Sep 30, 2023 | 265.25 Mn |
| Jun 30, 2023 | 262.10 Mn |
| Mar 31, 2023 | 253.57 Mn |
| Dec 31, 2022 | 244.82 Mn |
| Sep 30, 2022 | 238.09 Mn |
| Jun 30, 2022 | 232.85 Mn |
| Mar 31, 2022 | 227.75 Mn |
| Dec 31, 2021 | 222.62 Mn |
| Sep 30, 2021 | 25.44 Mn |