The consistent 20% revenue growth, margin expansion, and strong cash flow suggest sustainable momentum. Traders should monitor the expansion of higher-tier customers (127 contributing over $100k in 2025) and the integration of AI to drive further efficiency. The stock may respond positively to continued execution and potential future guidance upgrades.
Price Chart
Executive Summary
Red Violet (RDVT) reported strong fourth quarter and full-year 2025 results, with revenue up 20% YoY to $90.3 million and GAAP EPS of $0.91. The company highlighted record quarterly revenue of $23.4 million, margin expansion, and robust growth in both IDI customers and FOREWARN users. Cash from operations increased 22% to $29.3 million, and the company maintained a healthy balance sheet with $43.6 million in cash.
Key Financial Metrics
Key Facts
- Revenue for Q4 2025 was $23.4 million, up 20% YoY; full-year revenue was $90.3 million, up 20% YoY
- GAAP net income for full year 2025 was $13.2 million, resulting in diluted EPS of $0.91
- Cash from operating activities increased 22% to $29.3 million for the year
- Gross margin expanded to 72% (from 69% in 2024), and adjusted EBITDA margin improved to 34% (from 31%)
- IDI customer base grew to 10,022, adding 169 customers in Q4; FOREWARN reached 390,018 users
- Company repurchased 57,812 shares at an average price of $44.01, with $16.4 million remaining in the buyback program
Financial Impact
Revenue grew 20% to $90.3 million with significant margin expansion and $13.2 million in net income
Segment Breakdown
| Segment |
|---|
| IDI |
| FOREWARN |
Risk Factors
- Management did not provide 2026 guidance, only indicating 'healthy top line expansion,' which could lead to uncertainty
- Sales and marketing headcount decreased slightly in Q4, which may impact future growth if not reversed
- The stock price is not provided, making it difficult to assess valuation relative to these strong results
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-094307 |
| Document: 0001193125-26-094307-index.html | 0001193125-26-094307 |
| Document: 0001193125-26-094307.txt | 0001193125-26-094307 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 7, 2026 11w ago | Press Release | $65.49 | awaiting T+60 | — | $81.23 (−24.04%) |
Aug 6, 2026 11w ago | 424B5 | $65.49 | awaiting T+60 | — | $81.23 (−24.04%) |
Aug 5, 2026 11w ago | Press Release | $67.30 | awaiting T+60 | — | $81.23 (−20.70%) |
Jun 1, 2026 21w ago | Insider Cluster | $56.79 $69.50 | ▼ −22.38% | ▼ −21.26% | $81.23 (−43.04%) |
Jun 1, 2026 21w ago | Insider Cluster | $56.79 $69.50 | ▼ −22.38% | ▼ −21.26% | $81.23 (−43.04%) |
Jun 1, 2026 21w ago | 144 | $56.79 $69.50 | ▲ +22.38% | ▲ +21.26% | $81.23 (+43.04%) |
Jun 1, 2026 21w ago | 144 | $56.79 $69.50 | ▲ +22.38% | ▲ +21.26% | $81.23 (+43.04%) |
Jun 1, 2026 21w ago | 144 | $56.79 $69.50 | ▲ +22.38% | ▲ +21.26% | $81.23 (+43.04%) |
Jun 1, 2026 21w ago | 144 | $56.79 $69.50 | ▲ +22.38% | ▲ +21.26% | $81.23 (+43.04%) |
May 7, 2026 24w ago | 8-K | $49.70 $69.73 | ▲ +40.30% | ▲ +35.46% | $81.23 (+63.44%) |
US Market Status
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