Red Violet

Q2 FY2026 EarningsQ2 FY2026 results significantly exceeded consensus across nearly all profitability and cash flow metrics, despite revenue being in-line at $26.7M (+23% YoY). Diluted GAAP EPS of $0.34 beat the $0.21 mean estimate by 61.90%, driven by substantial margin expansion, with adjusted EBITDA margin reaching 42% vs. 35% YoY. Record cash flow from operations of $10.6M and a significant record of 447 new IDI customers underscore robust demand for AI-embedded identity intelligence solutions.