CorVel delivered solid double-digit EPS growth with accelerating gross profit and a strong balance sheet. Without guidance, the stock's move will depend on whether the market views the 7% revenue growth as sufficient for the valuation. Watch for any analyst upgrades or commentary on CERIS deployment pace.
Price Chart
Executive Summary
CorVel reported Q4 FY2026 revenue of $248.5M (+7% YoY) and EPS of $0.61 (+20% YoY), with full-year revenue of $958.5M (+7%) and EPS of $2.14 (+17%). The company highlighted strong demand in its CERIS health division and continued share repurchases ($20.1M in Q4). No guidance was provided, and consensus estimates were unavailable, making the beat/miss assessment inconclusive.
Key Financial Metrics
Key Facts
- Q4 FY2026 revenue $248.5M, +7% YoY from $231.5M
- Q4 FY2026 EPS $0.61, +20% YoY from $0.51
- Full-year FY2026 revenue $958.5M, +7% YoY from $895.6M
- Full-year FY2026 EPS $2.14, +17% YoY from $1.83
- Gross profit Q4 $63.0M, +9% YoY; gross margin 25%
- Cash and equivalents $233.1M, no debt
- Repurchased $20.1M of common stock during Q4
- CERIS health division seeing strong demand with enterprise-scale implementations
Financial Impact
Revenue +7% YoY, EPS +20% YoY; no guidance provided
Risk Factors
- No forward guidance provided, limiting visibility
- Revenue growth of 7% may be viewed as modest for a $3B market cap company
- Workers' compensation market cyclicality could impact future demand
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3298268 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 28, 2026 5w ago | Insider Cluster | $69.24 $68.23 | ▼ −1.46% | ▼ −1.57% | $75.47 (+9.00%) |
Aug 5, 2026 8w ago | Press Release | $62.57 $62.75 | ▲ +0.29% | ▼ −0.06% | $75.47 (+20.62%) |
Jun 26, 2026 14w ago | DEFA14A | $61.65 $63.89 | ▲ +3.63% | ▲ +2.25% | $75.47 (+22.42%) |
Jun 16, 2026 15w ago | Insider Cluster | $59.69 $59.69 | · 0.00% | ▲ +2.23% | $75.47 (+26.44%) |
Jun 11, 2026 16w ago | Insider Cluster | $60.34 $58.53 | ▼ −3.01% | ▼ −3.68% | $75.47 (+25.07%) |
Jun 11, 2026 16w ago | Insider Cluster | $60.34 $58.53 | ▼ −3.01% | ▼ −3.68% | $75.47 (+25.07%) |
Jun 10, 2026 16w ago | Insider Cluster | $60.79 $58.14 | ▼ −4.36% | ▼ −4.79% | $75.47 (+24.15%) |
Jun 2, 2026 17w ago | Press Release | $57.61 $61.11 | ▲ +6.08% | ▲ +9.04% | $75.47 (+31.00%) |
Jun 1, 2026 17w ago | 8-K | $57.61 $61.11 | ▲ +6.08% | ▲ +9.04% | $75.47 (+31.00%) |
Jun 1, 2026 17w ago | Press Release | $57.61 $61.11 | ▲ +6.08% | ▲ +9.04% | $75.47 (+31.00%) |
US Market Status
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