ServiceTitan, Inc. Class A (TTAN)
NASDAQ:TTAN
Earnings Data
Report Date
Jun 04, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.28Last Year’s EPS
0.18Same Quarter Last Year
Strong Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive operating and financial picture: healthy revenue growth (FY26 revenue +24%), strong expansion in subscription and usage revenues, meaningful margin expansion, sizable free cash flow improvement and disciplined capital actions. Management emphasized a major strategic opportunity with the Agentic operating system (Max) and early customer outcomes that suggest material revenue and margin upside as adoption scales. Near-term headwinds include weather/comps and seasonality, capacity constraints in scaling Max, and planned aggressive investments in AI/R&D that could shift expense mix in the short term. Early-stage AI products (Virtual Agents) introduce forecasting uncertainty. Overall, the positive operational momentum, significant margin and free cash flow improvements, and concrete early AI-driven customer results outweigh the execution and timing risks discussed.Company Guidance
Revenue Growth and Annualized Run Rate
FY26 total revenue of $961M, up 24% year-over-year; surpassed a $1.0B annualized revenue run rate. Q4 total revenue was $254M, up 21% year-over-year.
Subscription and Platform Revenue Strength
FY26 Subscription revenue grew 26% year-over-year. Q4 Subscription revenue was $192M (+23% YoY). Q4 Platform revenue (Subscription + Usage) was $245M, up 23% YoY.
Usage Revenue and FinTech/Partner Monetization
Q4 Usage revenue was $53M, up 22% year-over-year. Management cited strong FinTech utilization and early monetization of partner ecosystem contributing to Usage growth.
GTV and Customer Base Expansion
Q4 gross transaction volume (GTV) was $19.8B, up 16% YoY. Total active customers ~10,800, up 14% YoY. Net dollar retention >110% for the quarter and gross dollar retention >95% for FY26.
Margin Expansion and Profitability Improvements
Q4 platform gross margin was 80% (+330 bps YoY); total gross margin 73.8% (+360 bps YoY). Q4 operating income $27.1M with operating margin 10.7% (+740 bps YoY). FY26 incremental operating margins of 36% (outperformed target).
Material Free Cash Flow Improvement and Balance Sheet Actions
Q4 free cash flow was $35M (versus $11M prior-year Q4); FY26 free cash flow was $85M (versus $15M prior year). Company repaid ~ $107M term loan and amended revolving credit to improve flexibility.
Aggressive FY27 Guidance and Incremental Margin Framework
Q1 FY27 revenue guidance $255M–$257M. Full year FY27 revenue guidance $1.11B–$1.12B with operating income $128M–$133M. Company expects to run a 25% incremental operating margin framework for FY27.
Early Traction for Agentic Operating System (Max) and AI Initiatives
Max pilot customers reported strong outcomes: one customer saw a 50% increase in average ticket and >50% YoY revenue growth in January; another saw EBITDA margin improve from 18% to 30% after a few months. Management expects customers on Max to roughly double monthly subscription revenue when fully ramped and plans to double Max capacity in Q1. Hired CTO Abhishek Mathur to accelerate AI/product velocity.
Commercial and Roofing Momentum
Commercial product rollouts (construction & commercial CRM) are gaining traction. Notable Roofing success highlighted: partner Vertex scaled a customer to >$600M revenue in <3 years using the platform, indicating strong product-market fit in exteriors.
TTAN Earnings History
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 |
|---|---|---|---|
Mar 12, 2026 | $75.65 | $70.80 | -6.41% |
Jan 19, 2026 | $90.78 | $90.78 | 0.00% |
Dec 04, 2025 | $95.59 | $105.60 | +10.47% |
Sep 04, 2025 | $100.31 | $113.99 | +13.64% |
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 Jun 04, 2026, After Close (Confirmed).
What is ServiceTitan, Inc. Class A (TTAN) earnings time?
ServiceTitan, Inc. Class A (TTAN) earnings time is at Jun 04, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is TTAN EPS forecast?
TTAN EPS forecast for the fiscal quarter 2027 (Q1) is 0.28.