Q: Thoughts on earnings report?
5i Research Answer:
EPS of 3c missed estimates of 4c; revenue of $23.8M beat estimates by 8%. EBITDA of $6.3M beat estimates by 13%. ARR (annual recurring revenue) ose 8%. Total revenue rose 47%. Momentum was good and the acquisitions are integrating well. Organic growth was 3%. EBITDA margin was stable at 26%. Cash is $91M, and EPS (consensus) is expected to more than double in 2026. Things look solid at VHI.