Verra Mobility Corporation · NASDAQ:VRRM
Verra Mobility — CJS Securities 26th Annual New Ideas Conference 2026
18 slides from Verra Mobility's conference presentation, Jan 14, 2026
Slide 1: Investor Presentation
Investor Presentation CJS Securities 26th Annual New Ideas Conference January 14, 2026 Craig Conti, Chief Financial Officer
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements which address our expected future business and financial performance, and may contain words such as “goal,” “target,” “future,” “estimate,” “expect,” “anticipate,” “intend,” “plan,” “believe,” “seek,” “project,” “may,”
Slide 3: Market-leading financial profile across a range of attractive markets
Market-leading financial profile across a range of attractive markets Q3 2025 TTM Key Metrics Global Presence Total Revenue1 Service Revenue2 ~2,000 ~2,300+ $943M 94% Employees Globally Customers Served Globally Consolidated Sales Adj EBITDA1 Adj. EBITDA Margin by Geography4 $416M 44% 91% North Free
Slide 4: Positioned for Continued Growth & Profitability
Positioned for Continued Growth & Profitability Commercial Services Government Solutions Parking Solutions (~46%1) (~45%1) (~9%1) Business Leading technology provider of end-to-end Market leader in toll and violation Industry leader in automated traffic Segment parking management solutions in North
Slide 5: A Growth Playbook to Deliver Strong Organic Growth
A Growth Playbook to Deliver Strong Organic Growth Commercial Government Parking Services Solutions Solutions 1. Grow the Core Grow managed vehicle fleets Open new cities Add new universities & municipalities 2. Expand into adjacent markets and offerings Scale and accelerate Bus Lane Open new market
Slide 6: Experienced and Proven Leadership
Experienced and Proven Leadership David Roberts Craig Conti Stacey Moser Jon Baldwin Lin Bo President & CEO Chief Financial Officer EVP, Commercial Services EVP, Government Solutions Senior Vice President T2 Systems Jon Keyser Cate Prescott Jason Rivera Mike McMillin Chief Legal Officer Chief People
Slide 7: Core Businesses Drive Strong Growth and FCF Conversion
Core Businesses Drive Strong Growth and FCF Conversion Total Revenue Breakdown ($M) Adjusted EBITDA & Margins* ($M) Service Total Revenue Product CAGR 15% Adj EBITDA Service Revenue CAGR 12% CAGR 17% 46% 44% $879 $943 $817 $38 $54 45% $742 $34 46% $46 $551 49% $58 $416 $888 $402 $784 $842 $372 $695
Slide 8: Strong, Flexible Balance Sheet + Robust Cash Flow
2 0 2 1 I N V E S T O R D A Y – © B U I L D E R8 S F I R S T S O U R C E Strong, Flexible Balance Sheet + Robust Cash Flow Capital Summary & Financial Highlights ($M) Net Leverage* Improvement ($M) September 30, 2025, as adjusted $968 $935 $893 for refinancing* $844 $843 Cash & Cash Equivalents $196
Slide 9: Demonstrated History of Disciplined Capital Allocation
Demonstrated History of Disciplined Capital Allocation 2018 – Q3 2025 TTM Capital Deployment Capital Allocation Snapshot Capex 1 Share Buybacks Organic Investment 16% Debt Revenue generating capital expenditures (e.g., cameras) repayment 23% Proprietary software development 10% Minimal mainten
Slide 10: Verra Mobility Key Investment Themes
Verra Mobility Key Investment Themes 1 Global leader of smart mobility solutions that address mission-critical transportation needs for cities, fleets and universities 2 Well-positioned in large, growing and attractive markets with strong secular tailwinds 3 Robust free cash flow combined with disci
Slide 11: Thank You
Thank You <<. VERRA A MOBILITY Safe. Smart. connected, =»?
Slide 12: Appendix
Appendix 12
Slide 13: Key Definitions
KEY DEFINITIONS EBITDA and Adjusted EBITDA We define "EBITDA" as net income adjusted to exclude interest expense, net, income taxes, depreciation and amortization. "Adjusted EBITDA" further excludes certain non-cash expenses and non-recurring items. Adjusted EBITDA Margin We define “Adjusted EBITDA
Slide 14: Key Definitions, Continued
KEY DEFINITIONS, Continued Net Debt We define “Net Debt” as total long-term debt (including current portion of long-term debt) excluding original issue discounts and unamortized deferred financing costs, less cash and cash equivalents. Net Leverage We define “Net Leverage” as Net Debt divided by the
Slide 15: Verra Mobility Quarterly Results
Verra Mobility Quarterly Results 2023 – Q3 2025 Full Year Full Year ($ in millions) 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 2024 Q1 2025 Q2 2025 Q3 2025 Service revenue $783.6 $202.7 $212.0 $217.3 $209.7 $841.7 $211.9 $223.5 $243.2 Product sales 33.7 7.0 10.4 8.3 11.8 37.5 11.4 $12.5 $18.7 Total revenu
Slide 16: Verra Mobility Quarterly Results: Segment Results of Operations
Verra Mobility Quarterly Results Segment Results of Operations Commercial Services Unaudited ($ in millions) Full Year 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Full Year 2024 Q1 2025 Q2 2025 Q3 2025 Total Revenue Commercial Services $372.8 $95.9 $104.0 $109.1 $98.7 $407.7 $101.4 $109.0 $117.3 Segment Pr
Slide 17: Verra Mobility Free Cash Flow Reconciliation, incl. % of Adj. EBITDA
Verra Mobility Free Cash Flow Reconciliation, incl. % of Adj. EBITDA Q3 Q3 2025 ($MM) 2021 2022 2023 2024 2025 TTM Net cash provided by operating $ 193 $ 218 $206 $224 $78 $256 activities Purchases of installation and service parts and property and equipment (25) (48) (57) (71) (29) (104) Free Cash
Slide 18: Verra Mobility Net Debt and Net Leverage Reconciliation
Verra Mobility Net Debt and Net Leverage Reconciliation Q3 Q4 Q1 Q2 Q3 ($MM) 2024 2024 2025 2025 2025 2021 Term Loan, due 2028 $700 $696 $693 $691 $689 Plus: Senior Notes, due 2029 $350 $350 $350 $350 $350 Long-term Debt, excluding original issue discounts and unamortized $1050 $1,046 $1,043 $1,041
Verra Mobility — CJS Securities 26th Annual New Ideas Conference 2026 on 6ix