VRSKSoftware & ITverisk.com
| Metric | Dec 2024* | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025* | Mar 2026 | Jun 2026 | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $735.60M | $753.00M | $772.60M | $768.30M | $778.80M | $782.60M | $806.30M | $809.00M | ▲ +5.3% |
| Gross profit | $505.10M | $522.20M | $543.10M | $538.80M | $543.10M | $546.00M | $572.90M | $567.00M | ▲ +5.2% |
| Operating income | $316.30M | $330.10M | $354.30M | $345.90M | $313.60M | $352.20M | $363.70M | $365.30M | ▲ +5.6% |
| Net income | $210.40M | $232.30M | $253.30M | $225.50M | $197.20M | $234.20M | $228.60M | $219.20M | ▼ -2.8% |
| R&D | — | — | — | — | — | — | — | — | — |
| EPS (diluted) | — | 1.65 $ | 1.81 $ | 1.61 $ | — | 1.73 $ | 1.75 $ | 1.70 $ | ▲ +5.6% |
| Margins (% of revenue) | |||||||||
| Gross | 68.7 % | 69.3 % | 70.3 % | 70.1 % | 69.7 % | 69.8 % | 71.1 % | 70.1 % | ▼ -0.0 pt |
| Operating | 43.0 % | 43.8 % | 45.9 % | 45.0 % | 40.3 % | 45.0 % | 45.1 % | 45.2 % | ▲ +0.1 pt |
| Net | 28.6 % | 30.8 % | 32.8 % | 29.4 % | 25.3 % | 29.9 % | 28.4 % | 27.1 % | ▼ -2.3 pt |
| Balance sheet | |||||||||
| Assets | $4.26B | $5.12B | $4.79B | $6.24B | $6.20B | $4.60B | $4.50B | $4.54B | ▼ -27.2% |
| Liabilities | $4.16B | $5.00B | $4.48B | $5.86B | $5.89B | $5.77B | $5.68B | $5.66B | ▼ -3.6% |
| Equity | $105.00M | $123.80M | $312.60M | $377.50M | $309.80M | −$1.17B | −$1.19B | −$1.11B | ▼ -395.0% |
| Cash | $291.20M | $1.11B | $628.70M | $2.11B | $2.18B | $524.50M | $551.40M | $556.80M | ▼ -73.6% |
| Capital | |||||||||
| Shares outstanding | 140.28M | 139.88M | 139.71M | 139.37M | 137.94M | 131.02M | 130.16M | 128.29M | ▼ -8.0% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.