VERXHIGH SIGNALFINANCIAL10-K

Vertex achieved a dramatic operational turnaround, swinging from a $52.7M net loss to $7.2M profit while significantly expanding capital investments and shareholder returns.

This represents a fundamental inflection point for the company, demonstrating that management has successfully scaled the business to profitability while maintaining strong growth momentum. The massive increase in capital expenditures (+390%) signals aggressive investment in growth infrastructure, while the 12x increase in share buybacks indicates management confidence in the business trajectory and commitment to shareholder value creation.

Comparing 2026-02-24 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

Vertex delivered exceptional financial performance with revenue growing 12.2% to $748.4M while achieving profitability through operational leverage, as evidenced by the swing from -$2.2M to +$2.3M in operating income. The company dramatically increased investment in both growth (capex up 390% and R&D up 26%) and shareholder returns (buybacks up 1100% and dividends up 19%), while strengthening the balance sheet with stockholders' equity rising 44% to $258.9M. This combination of profitable growth, aggressive reinvestment, and enhanced capital allocation represents a complete transformation of the company's financial profile.

FINANCIAL STATEMENT CHANGES
Share Buybacks
Cash Flow
+1100.2%
$841K$10.1M

Share repurchases increased 1100.2% — management returning capital, signals confidence in intrinsic value.

Capital Expenditure
Cash Flow
+390.2%
$10.0M$49.3M

Capital expenditure jumped 390.2% — major investment cycle underway; assess returns on deployment.

Operating Income
P&L
+204.6%
-$2.2M$2.3M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Net Income
P&L
+113.7%
-$52.7M$7.2M

Net income grew 113.7% — bottom-line growth signals improving overall business health.

Stockholders Equity
Balance Sheet
+44.4%
$179.4M$258.9M

Equity base grew 44.4% — retained earnings accumulation or equity issuance strengthening the balance sheet.

R&D Expense
P&L
+25.6%
$66.7M$83.7M

R&D investment increased 25.6% — signals commitment to future product development, though near-term margin impact.

Dividends Paid
Cash Flow
+18.6%
$123.2M$146.1M

Dividend payments increased 18.6% — management confidence in sustained cash generation.

Gross Profit
P&L
+13%
$426.1M$481.6M

Gross profit expanding — improving pricing power or product mix shift toward higher-margin offerings.

Revenue
P&L
+12.2%
$666.8M$748.4M

Revenue growing 12.2% — solid top-line momentum, watch margins for quality of growth.

Accounts Receivable
Balance Sheet
+11.6%
$164.4M$183.4M

Receivables grew 11.6% — monitor days sales outstanding for collection efficiency.

LANGUAGE CHANGES
NEW — 2026-02-24
PRIOR — 2025-02-27
ADDED
Vertex, Inc._December 31, 2025 0001806837 2025 FY false http://fasb.org/us-gaap/2025#PropertyPlantAndEquipmentAndFinanceLeaseRightOfUseAssetAfterAccumulatedDepreciationAndAmortization Vertex, Inc.
The identification of 10% or greater stockholders as of June 30, 2025, is based on Schedule 13G and amended Schedule 13G reports publicly filed before June 30, 2025.
As of February 19, 2026, the registrant had 77,801,253 shares of Class A common stock, $0.001 par value per share, and 82,155,641 shares of Class B common stock, $0.001 par value per share, outstanding.
Business Overview Vertex is a leading provider of enterprise compliance technology for global commerce.
Our software, data, and services help businesses operate with confidence by automating and governing transaction-based compliance obligations that arise wherever they buy, sell, and move goods and services around the world.
+7 more — sign up free →
REMOVED
Vertex, Inc._December 31, 2024 0001806837 2024 FY false http://fasb.org/us-gaap/2024#PropertyPlantAndEquipmentAndFinanceLeaseRightOfUseAssetAfterAccumulatedDepreciationAndAmortization 0 0 Vertex, Inc.
The identification of 10% or greater stockholders as of June 30, 2024, is based on Schedule 13G and amended Schedule 13G reports publicly filed before June 30, 2024.
As of February 21, 2025, the registrant had 71,702,437 shares of Class A common stock, $0.001 par value per share, and 86,480,641 shares of Class B common stock, $0.001 par value per share, outstanding.
Business Overview Vertex is a leading provider of enterprise tax technology solutions.
Our software, content, and services help customers stay in compliance with indirect taxes that occur in taxing jurisdictions all over the world.
+7 more — sign up free →
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