Verra Mobility Corporation
VRRM —Price and target zones价格与目标区间
What the company does公司做什么
Verra runs automated traffic cameras — red-light and speed — for city governments, and handles toll and violation billing for rental-car fleets. When you drive a rental car through a toll, Verra's systems bill it. Unlike most speculative names, it is profitable.Verra 为城市政府运营自动交通摄像头——闯红灯和超速抓拍——并为租车车队处理过路费和违章的收费。当你开着租来的车通过一个收费站时，Verra 的系统会把这笔费用记上。与大多数投机性名字不同，它是盈利的。
Earns from营收来源 long government camera contracts and per-transaction rental-car tolling fees. Segment shares below are by recent quarter.长期的政府摄像头合同，以及按笔计费的租车过路费收入。下面各分部的份额按最近一个季度计。
Read the full description查看完整介绍
Verra Mobility Corporation provides smart mobility technology solutions in the United States, Australia, Europe, and Canada. It operates through three segments: Commercial Services, Government Solutions, and Parking Solutions. The Commercial Services segment offers automated toll and violations management, and title and registration solutions to rental car companies, direct commercial fleet owner-operators, fleet management companies, and other fleet owners. The Government Solutions segment provides photo enforcement solutions and services to its customers, including complete, end-to-end speed, red-light, and school bus stop arm and bus lane enforcement solutions; and traffic enforcement products and recurring maintenance services related to the equipment and software. This segment serves municipalities, counties, school districts, and law enforcement agencies. The Parking Solutions segment offers an integrated suite of parking software, transaction processing and hardware solutions to its customers, which include universities, municipalities, healthcare facilities, and commercial parking operators. This segment also develops specialized hardware and parking management software that provides a platform for the issuance of parking permits, enforcement, gateless vehicle counting, and event parking and citation services, as well as produces and markets its proprietary software as a service to its customers. The company was founded in 1987 and is headquartered in Mesa, Arizona.
What the company sells公司卖什么
Plus:此外： Government Solutions政府解决方案 (50%) — Red-light, speed, and school-zone cameras operated for cities and agencies为城市和政府机构运营的闯红灯、超速和学校区域抓拍摄像头; Commercial Services商业服务 (42%) — Toll and violation billing for rental-car and fleet companies为租车和车队公司处理过路费和违章账单; Parking Solutions停车解决方案 (8%) — Parking-management software for cities and universities为城市和大学提供的停车管理软件.
Company facts公司资料
- Founded成立时间
- 1987
- Headquarters总部
- Mesa, Arizona
- Employees员工人数
- 1,888
- Industry行业
- Information Technology Services
- Country国家
- United States
Investment thesis投资逻辑 from the watchlist来自关注列表
Watch
- DISTRESSED — 3 gates, none met. Avis Budget terminated its contract May 2026 → −75%+, CEO departed, fraud suits filed. Hertz/Enterprise renewals 2027 = binary. Govt Solutions moat is real ($998M NYCDOT contract), 4.1x fwd. DO NOT ENTER until: (1) permanent CEO, (2) Hertz/Enterprise renewal signal, (3) fraud suits resolved. Entry sub-$6 if all three
🔴 陷入困境 — 3 道门槛,一道未达。 Avis Budget 于 2026 年 5 月终止合同 → −75%+,CEO 离职,欺诈诉讼已提起。Hertz/Enterprise 的 2027 年续约 = 二元结果。政府解决方案(Govt Solutions)护城河真实存在($998M NYCDOT 合同),前瞻市盈率 4.1x。在以下三点满足前不要进场:(1) 正式 CEO 到位,(2) Hertz/Enterprise 续约信号,(3) 欺诈诉讼了结。 若三点全部满足,$6 以下入场。
Historical results历史业绩 past fiscal years — these values do not change过去财年——这些数值不会变动
Profit margins利润率 the share of revenue that stays as profit营收中留存为利润的比例
of every $1 of revenue每 $1 营收中的占比
- Return on equity净资产收益率
- 46%
- Revenue growth营收增长
- +0%
Competitors竞争对手
Why customers stay客户为什么留下
Long, sticky government contracts — it just renewed and expanded its New York City camera contract into a five-year, $998 million deal. But two concrete shocks hit in 2026: Avis, more than 10% of revenue, gave notice to end its rental-car tolling contract from September 2026 (about $135-145 million of annual revenue), and the long-serving chief executive stepped down in June 2026. The stock fell sharply on the Avis news.长期、粘性强的政府合同——它刚刚续签并扩大了纽约市的摄像头合同，达成一项为期五年、$998 million 的协议。但 2026 年有两个具体的冲击袭来：占收入 10% 以上的 Avis 通知将从 September 2026 起终止其租车过路费合同（约 $135-145 million 的年收入），而任职已久的首席执行官在 June 2026 卸任。Avis 的消息传出后股价大幅下跌。