The earnings call reflected strong financial performance and growth driven by significant advancements in AI and automation, alongside strategic partnerships like the one with Roto-Rooter. While some challenges were noted, such as slower HVAC growth and hiring delays, the overall outlook remains positive with robust expansion in pro products and improved margins.

Company Guidance

During the ServiceTitan Second Quarter Fiscal Year 2026 earnings call, the company provided robust guidance for the fiscal third quarter and full fiscal year 2026. They anticipate total revenue for the third quarter to range between $237 million and $239 million, with an operating income forecast of $14 million to $15 million. For the full fiscal year 2026, ServiceTitan projects total revenue to be between $935 million and $940 million, alongside an operating income of $74 million to $76 million. The company reported a 19% year-over-year growth in gross transaction volume (GTV) to $22.9 billion and a 25% increase in total revenue, reaching $242.1 million for the second quarter. Subscription revenue grew by 27% year-over-year to $174.8 million, while usage revenue saw a 23% increase, amounting to $58 million. Additionally, the second quarter marked a record operating margin of 12.1%, improving by 510 basis points year-over-year, with a notable free cash flow of $34.3 million. The firm emphasized its commitment to leveraging AI and automation to enhance customer value, as shown by their case study with Gulfshore, which realized significant financial gains through ServiceTitan's platform.

Strong Financial Performance and Growth

ServiceTitan reported a 27% subscription revenue growth and a 25% total revenue growth year-over-year. The company achieved record operating margins, improving by 510 basis points.

Successful Use of AI for Business Automation

The introduction of ServiceTitan's AI, Titan Intelligence, enabled the first fully automated job, showcasing significant advancements in automation capabilities for customers like Gulfshore, which saw a 22% increase in close rate and a $370,000 revenue increase from automated marketing campaigns.

Expansion of Pro Products

Pro products continue to be the fastest-growing area of the business, with significant demand for AI-driven automation that enhances operational efficiency and revenue growth for customers.

New Partnership with Roto-Rooter

ServiceTitan announced a partnership with Roto-Rooter, the largest provider of plumbing and drain cleaning services in North America, expected to go live in early calendar year 2026.

Improved Gross Margins

Platform gross margin improved to 80.7%, up 280 basis points year-over-year, driven by infrastructure cost leverage and sales and marketing improvements.

ServiceTitan, Inc. Class A (TTAN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TTAN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jan 19, 2026	2026 (Q3)	0.15 / -	-0.033	―	―	―
Sep 04, 2025	2026 (Q2)	0.18 / 0.33	0.2	65.00% (+0.13)
Jul 09, 2025	2026 (Q1)	- / -	-0.623	―	―	―
Jun 05, 2025	2025 (Q1)	0.12 / 0.18	-0.623	128.89% (+0.80)
Mar 13, 2025	2025 (Q4)	0.03 / 0.11	-0.572	119.58% (+0.68)
Jan 13, 2025	2025 (Q3)	-0.03 / -0.03	-0.45	92.67% (+0.42)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TTAN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 04, 2025	$100.31	$113.99	+13.64%
Jul 09, 2025	$109.79	$109.99	+0.18%
Jun 05, 2025	$114.55	$106.60	-6.94%
Mar 13, 2025	$82.34	$93.00	+12.95%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does ServiceTitan, Inc. Class A (TTAN) report earnings?

ServiceTitan, Inc. Class A (TTAN) is schdueled to report earning on Jan 19, 2026, After Close (Confirmed).

What is ServiceTitan, Inc. Class A (TTAN) earnings time?

ServiceTitan, Inc. Class A (TTAN) earnings time is at Jan 19, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is TTAN EPS forecast?

TTAN EPS forecast for the fiscal quarter 2026 (Q3) is 0.15.

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