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i3 Verticals
i3 Verticals (IIIV) investor relations material
i3 Verticals Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary6 Feb, 2026
Executive summary
Q1 FY2026 revenue from continuing operations increased 1% year-over-year to $52.7 million, with recurring revenue up 8% and SaaS revenue up over 24% for the fourth consecutive quarter.
Adjusted EBITDA from continuing operations was $13.6 million, with a margin of 25.8%–26%.
Net income from continuing operations was $1.1 million for the quarter.
Completed a $60 million acquisition in the transportation software market, with up to $20 million additional contingent on performance, expected to drive further SaaS and recurring revenue growth.
Discontinued operations reflect the sale of Merchant Services and Healthcare RCM businesses in 2024 and 2025.
Financial highlights
Recurring revenues comprised 80% of Q1 revenue, with SaaS revenue up 24%, transaction-based up 12%, and payments up 8%.
Annualized Recurring Revenue (ARR) reached $169.6 million, up 8.4% year-over-year.
Adjusted diluted EPS from continuing operations was $0.26, compared to $0.27 in the prior year.
Adjusted net income from continuing operations was $8.6 million.
Non-recurring professional services and license revenues declined by $3 million.
Outlook and guidance
FY 2026 revenue guidance raised to $232–$234 million; adjusted EBITDA: $65–$66.5 million; adjusted diluted EPS: $1.16.
Recurring revenues expected to grow at a double-digit rate, with organic recurring revenue growth of 8–10%.
Non-recurring professional services revenue expected to decline due to project timing in utilities and transportation.
Revenue distribution for FY 2026 expected: Q1 23%, Q2 25%, Q3 25%, Q4 27%.
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Next i3 Verticals earnings date
Q2 20268 May, 2026
i3 Verticals
Next i3 Verticals earnings date
Q2 20268 May, 2026
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Frequently asked questions
i3 Verticals Inc provides integrated payment and software solutions for small and medium-sized businesses and public sector entities. The company serves verticals such as education, healthcare, public safety, and nonprofits. It is headquartered in Nashville, Tennessee, and its shares are listed on the NASDAQ.
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