The combination of sustained 20% revenue growth, margin expansion, and strong customer adoption suggests Red Violet is gaining traction in its core markets. Traders should monitor whether the company can maintain this growth trajectory into 2026 and whether GAAP profitability continues to scale with operating leverage.
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, driven by customer growth and margin expansion. The company added 169 new IDI customers in Q4 and grew FOREWARN users to 390,018, while maintaining high gross revenue retention of 95%. Both GAAP and non-GAAP profitability metrics improved significantly, with adjusted EBITDA up 31% to $31.0 million.
Key Financial Metrics
Key Facts
- Full-year 2025 revenue increased 20% YoY to $90.3 million
- GAAP net income rose 88% to $13.2 million, with EPS of $0.91 (diluted)
- Adjusted EBITDA increased 31% to $31.0 million, margin expanded to 34%
- Gross margin improved to 72% from 69% in prior year
- Added 169 IDI customers in Q4, ending year with 10,022 total
- FOREWARN user base grew to 390,018, up from 303,418 in Q4 2024
- Cash from operations increased 22% to $29.3 million
- Company repurchased shares and maintains $16.4 million in remaining buyback capacity
Financial Impact
Revenue grew $15.1 million YoY with $6.2 million increase in net income, signaling strong operating leverage. Margins expanded across gross, operating, and net levels.
Risk Factors
- Forward-looking statements about 2026 strategy carry execution risk
- Heavy reliance on non-GAAP metrics may obscure underlying cost trends
- Customer growth may slow as market penetration increases
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3249724 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 7, 2026 11w ago | Press Release | $65.49 | awaiting T+60 | — | $80.12 (−22.35%) |
Aug 6, 2026 11w ago | 424B5 | $65.49 | awaiting T+60 | — | $80.12 (−22.35%) |
Aug 5, 2026 11w ago | Press Release | $67.30 | awaiting T+60 | — | $80.12 (−19.05%) |
Jun 1, 2026 20w ago | Insider Cluster | $56.79 $69.50 | ▼ −22.38% | ▼ −21.26% | $80.12 (−41.08%) |
Jun 1, 2026 20w ago | Insider Cluster | $56.79 $69.50 | ▼ −22.38% | ▼ −21.26% | $80.12 (−41.08%) |
Jun 1, 2026 21w ago | 144 | $56.79 $69.50 | ▲ +22.38% | ▲ +21.26% | $80.12 (+41.08%) |
Jun 1, 2026 21w ago | 144 | $56.79 $69.50 | ▲ +22.38% | ▲ +21.26% | $80.12 (+41.08%) |
Jun 1, 2026 21w ago | 144 | $56.79 $69.50 | ▲ +22.38% | ▲ +21.26% | $80.12 (+41.08%) |
Jun 1, 2026 21w ago | 144 | $56.79 $69.50 | ▲ +22.38% | ▲ +21.26% | $80.12 (+41.08%) |
May 7, 2026 24w ago | 8-K | $49.70 $69.73 | ▲ +40.30% | ▲ +35.46% | $80.12 (+61.21%) |
US Market Status
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