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Red Violet (RDVT) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Nov 4, 2026 · Red Violet (RDVT) Q3 2026 earnings results →

Q3 2026 Revenue up 20% year over year to $27.8M · 20¢ of every $1 of revenue kept as net profit · operating margin 20.8%

Red Violet made $27.8M in Q3 2026 (+20% Y/Y). Operating margin 20.8%, net earnings $5.4M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 4, 2026.

Revenue$27.8M
Year over year+20%
Operating margin20.8%
Net earnings$5.4M
Operating cash flow$12.7M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $27.8M in Q3 2026, up 20% year over year and up 4% from the previous quarter.

Operating profit was $5.8M, a 20.8% margin (up 0.9 points year over year). Of the extra revenue versus Q3 2025, 25% reached operating profit, above the 20% margin then. Total costs grew 19% against revenue growth of 20%. The fastest-growing cost line was General & admin (+32%). Net earnings were $5.4M, up 29% year over year. The effective tax rate was 20.3%.

Operating cash flow was $12.7M (up 25% year over year), 233% of net earnings. Non-cash charges added back $2.8M of depreciation and amortization and $2.1M of share-based compensation. Working capital and other items added $2.3M. Capital expenditures of $95K left free cash flow of $12.6M.

Quarterly history

Red Violet revenue by quarterRed Violet revenue by quarter$22.0MQ1 2025$21.8MQ2 2025$23.1MQ3 2025$23.4MQ4 2025$25.8MQ1 2026$26.7MQ2 2026$27.8MQ3 2026
Red Violet net earnings by quarterRed Violet net earnings by quarter$3.4MQ1 2025$2.7MQ2 2025$4.2MQ3 2025$2.8MQ4 2025$4.4MQ1 2026$5.0MQ2 2026$5.4MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QNov 4, 2026$27.8M+20%20.8%$5.4M$12.7M
Q2 202610-QAug 10, 2026$26.7M+23%22.8%$5.0M$10.6M
Q1 202610-QMay 6, 2026$25.8M+17%21.1%$4.4M$6.6M
Q4 202510-KMar 4, 2026$23.4M+20%6.8%$2.8M$6.7M
Q3 202510-QNov 5, 2025$23.1M+21%19.8%$4.2M$10.2M
Q2 202510-QAug 6, 2025$21.8M+14%12.6%$2.7M$7.5M
Q1 202510-QMay 7, 2025$22.0M+26%19.1%$3.4M$5.0M

Charts

Red Violet: revenue growth, year over year and quarter over quarterRed Violet: revenue growth, year over year and quarter over quarterY/YQ/Q+26%Q1 2025+14%-1%Q2 2025+21%+6%Q3 2025+20%+1%Q4 2025+17%+10%Q1 2026+23%+3%Q2 2026+20%+4%Q3 2026
Latest (Q3 2026): Y/Y +20%, Q/Q +4%.
Red Violet: where the cash came from (+) and went (−), TTM to Q3 2026Red Violet: where the cash came from (+) and went (−), TTM to Q3 2026Other investing−$112MOther financing$102MOperating cash flow$36.6MCash drawn (+) / kept (−)−$22.7MBuybacks−$3.4MCapital spending−$387K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Red Violet: profit against cash, quarter by quarterRed Violet: profit against cash, quarter by quarterNet incomeOperating cash flow$863K$6.7MQ4 2024$3.4M$5.0MQ1 2025$2.7M$7.5MQ2 2025$4.2M$10.2MQ3 2025$2.8M$6.7MQ4 2025$4.4M$6.6MQ1 2026$5.0M$10.6MQ2 2026$5.4M$12.7MQ3 2026
Latest (Q3 2026): Net income $5.4M, Operating cash flow $12.7M.
Red Violet: diluted shares by fiscal yearRed Violet: diluted shares by fiscal year12MFY202013MFY202114MFY202214MFY202314MFY202414MFY2025
+21.4% since FY2020: more shares outstanding (issuance, stock pay).
Red Violet in its industry: growth against margin (192 companies, SIC 7372)Red Violet in its industry: growth against margin (192 companies, SIC 7372)revenue growth, year over year →↑ operating marginmedian +12%median 0%MSFTORCLCRMADBEXYZINTUNOWSHOPCRWVSNPSPLTRADSKElectronic Arts Inc.TEAMSSNCCDNSRBLXTWLOSNOWTTWOCRWDGENDDOGHUBSVEEVDOCUOKTANETMDBNTNXPTCTYLDBXUDTPAYCMBLYESTCPCTYZETARBRKACIWBSYGWREPATHPCORTDCOCTVFIGKVYOCOURBILLBOXCVLTDUOLSAILGTMMANHLIMEAPPFCCCYOUTTANBLKBSGTLBALRMTENBWKPRGSFRSHAPPNBANDNAVNBRZEQTWONTSKASANCXMVERXRPDSPSCBLFSLYVRNSQLYSFROGMQBBINTANCNOEVCMNABLVIAALKTAVPTSPTPDGDYNXPERAMPLDDDSKILCERTCCSICMRCMKTWHUCKCRNCPDFSWEAVSOUNINSEXZODHIIIVLiveperson IncAIMRDNMYPSUPLDKLTRBLZELAWDRTTFBBAIMAPSCCLDEXFYSSTIEGANNTWKRCATSNALFDCTSVCOMCHXAEYEZDGEADBTWFCFAISPDUOTIDNPDYNQUBTZSPCROCFATNAWRESMSIINLXBLINMSGMGEGSEGGMYSZCXAIGXAIPARAAITXBKYICYABAPCXSPAIDSNYEXYNIDAIATDSIVDAVPRBSKKYUMEWAIFFAUIDGlobal Arena Holding, Inc.ATHRVIDAQXLLIVGUPYYFNGRSVMBTransparentBusiness, Inc.SWMRAMSTTransit Pro Tech Inc.PXLWDNKCDPLSGYGYRDVT (+20%, 21%)
Services-Prepackaged Software; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Red Violet

At red violet, we build proprietary technologies and apply analytical capabilities to deliver identity intelligence. Our technology powers critical solutions, which empower organizations to operate with confidence. Our solutions enable the real-time identification and location of people, businesses, assets and their interrelationships. These solutions are used for purposes including identity verification, risk mitigation, due diligence, fraud detection and prevention, regulatory compliance, and customer acquisition. Our cloud-native, AI-embedded identity intelligence platform, CORE™, is purpose-built for the enterprise, yet flexible enough for organizations of all sizes, bringing clarity to massive datasets by transforming data into intelligence.

In its own words, from its 8-K, filed Aug 11, 2026.

Red Violet against its Services-Prepackaged Software peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +20% against the peers' median +19%. Operating margin: 20.8% against the peers' median 20.5%.

CompanyQuarterRevenueY/YOp. margin
RDVT Red VioletQ3 2026$27.8M+20%20.8%
MSFT MicrosoftQ1 FY27$92.3B+19%49.8%
ORCL OracleQ1 FY27$19.3B+30%34.8%
CRM SalesforceQ2 FY27$11.3B+11%20.5%
ADBE AdobeQ3 FY26$6.8B+13%34.8%
XYZ BlockQ3 2026$6.7B+10%6.4%
INTU IntuitQ4 FY26$4.4B+14%10.9%
NOW ServiceNowQ3 2026$4.1B+20%9.4%
SHOP ShopifyQ3 2026$3.7B+32%15.2%

Source: Red Violet 10-Q on SEC EDGAR · CIK 1720116 · Services-Prepackaged Software

Guidance and outlook

Red Violet: what its forward-looking statements are about (10-Q filed 2026-11-04)Red Violet: what its forward-looking statements are about (10-Q filed 2026-11-04)Demand4Margins1Costs1Other1
7 statements; tone +0.14 (−1 all cautious, +1 all confident); 2 hedged.
Red Violet: outlook statements against the filing beforeRed Violet: outlook statements against the filing beforeConfident2Cautious1

13F: who owns RDVT and who is buying

Largest holders of RDVT (13F)Largest holders of RDVT (13F)Wasatch Advisors LP$89.0MBlackRock$60.6MVanguard Group$54.5MTrigran Investments$38.2MAshford Capital Management$36.7MVanguard Capital Management LLC$33.3MVanguard Portfolio Management LLC$23.0MRoyal Bank of Canada$21.6MGeode Capital Management, LLC$20.3MState Street$18.5M
Funds' net buying of RDVT by quarter (13F)Funds' net buying of RDVT by quarter (13F)−$30.6M2024-09−$7.7M2024-12$21.7M2025-03$13.0M2025-06−$8.2M2025-09−$5.5M2025-12$7.1M2026-03$7.1M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on RDVT

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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