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
DateValue
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