ServiceTitan demonstrated strong growth in revenue and operating margins, with successful customer deployments and enterprise expansion. However, challenges such as negative free cash flow, economic uncertainties, and seasonality risks were noted. The highlights outweigh the lowlights, indicating a strong performance despite some challenges.

Company Guidance

During ServiceTitan's First Quarter Fiscal Year 2026 earnings call, the company provided guidance reflecting strong growth and strategic focus. For Q2, ServiceTitan expects total revenue between $228 million and $230 million, with operating income projected at $17 million to $18 million. For the full fiscal year 2026, revenue guidance is set between $910 million and $920 million, with operating income anticipated between $54 million and $59 million. The company reported a 27% year-over-year increase in total revenue, reaching $215.7 million, and a 29% rise in subscription revenue. Gross transaction volume (GTV) grew 22% year-over-year, totaling $17.7 billion. Operating margins improved by 560 basis points to a record 7.5%, while platform gross margin reached 79.7%, an enhancement of over 300 basis points year-over-year. ServiceTitan remains focused on expanding its enterprise capabilities, increasing Pro product adoption, and growing in the commercial and roofing sectors.

Strong Revenue Growth

ServiceTitan reported a 27% year-over-year increase in total revenue, reaching $215.7 million, with subscription revenue growing by 29%.

Record Operating Margins

Operating margins improved by 560 basis points year-over-year, reaching a record 7.5%.

Successful Customer Deployments

Several large strategic accounts, both residential and commercial, went live this quarter, including a national residential garage door services platform and a top 5 mechanical firm.

Enterprise and Pro Product Expansion

ServiceTitan's enterprise customers continued to be the fastest-growing cohort, with significant interest in Pro products to automate operations.

Strong Commercial Segment Performance

ServiceTitan successfully activated more ARR in 28 hours than typically done in a month for commercial accounts, demonstrating strong momentum in the commercial segment.

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

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TTAN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 04, 2025	2026 (Q2)	0.18 / -	0.2	―	―	―
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
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%
Jan 13, 2025	$100.12	$96.23	-3.89%

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 Sep 04, 2025, After Close (Confirmed).

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

ServiceTitan, Inc. Class A (TTAN) earnings time is at Sep 04, 2025, 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 (Q2) is 0.18.

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