The strong beat and record margins signal ongoing operational leverage. However, the stock has historically given back gains after earnings — watch for profit-taking and monitor April commentary for growth sustainability.
Price Chart
Executive Summary
Red Violet reported a record Q1 2026 with revenue up 17% YoY to $25.8M and adjusted EPS of $0.46, beating the consensus estimate of $0.34 by 35%. Adjusted EBITDA margin expanded to 41% and operating cash flow grew 32%. The strong beat was driven by broad-based growth across verticals, including record new customer additions.
Key Financial Metrics
Key Facts
- Revenue of $25.8M, a record, up 17% YoY
- GAAP net income $4.4M, up 28%; GAAP diluted EPS $0.30
- Adjusted diluted EPS $0.46, beat consensus of $0.34 by 35%
- Adjusted EBITDA $10.7M, up 27%; margin 41% vs 38% a year ago
- Operating cash flow $6.6M, up 32%; free cash flow $3.1M, up 24%
- Added 400 new IDI customers, ending quarter with 10,422; FOREWARN users grew to 417,680
- Cash and cash equivalents $43.5M; $15.6M remaining under stock repurchase program
Financial Impact
Revenue beat by $0.2M vs $25.6M estimate; EPS beat by $0.12 vs $0.34 consensus
Risk Factors
- No formal guidance provided; management's optimism may already be priced in
- Historical pattern of post-earnings reversal on this ticker (small sample)
- Macro headwinds in real estate and potential competitive pressure
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-212022 |
| Document: 0001193125-26-212022-index.html | 0001193125-26-212022 |
| Document: 0001193125-26-212022.txt | 0001193125-26-212022 |
| 8-K Data (Synthetic) | 0001193125-26-212022 |
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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