Vertex Q1 2026 revenue rises 8% to $2.99 billion; 2026 guidance reiterated
Vertex reported first quarter 2026 total revenue of $2.99 billion, up 8% from the prior-year quarter, and GAAP net income of $1.0 billion versus $646 million a year earlier. The company reiterated its full year 2026 total revenue guidance of $12.95 billion to $13.1 billion, which signals no change to its outlook for shareholders.
Key points
- Total revenue of $2.99 billion, up 8%; U.S. revenue rose 7% to $1.78 billion and outside the U.S. rose 9% to $1.21 billion
- GAAP diluted EPS of $4.02 versus $2.49; non-GAAP diluted EPS of $4.47 versus $4.06
- First quarter 2025 GAAP results included a $379.0 million intangible asset impairment charge
- Full year 2026 total revenue guidance of $12.95 billion to $13.1 billion reiterated, unchanged
The filing
Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 04, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.