ServiceTitan, Inc. Earnings Recaps
Q4 2026
Mar 13, 2026
ServiceTitan delivered exceptional performance in Q4 FY 2026, with total revenue reaching $961 million, reflecting a 24% year-over-year growth driven by strong subscription performance and improved operational efficiencies.
Key takeaways
- Subscription revenue grew 26% year-over-year, underscoring the strong demand for ServiceTitan's solutions.
- Achieved 36% incremental operating margins and significant improvements in free cash flow.
- The rollout of the Max operating system has driven remarkable results for early adopters, including a 50% increase in average ticket size and significant EBITDA margin improvements.
- The company's focus on leveraging AI to optimize workflows is expected to enhance customer outcomes and operational efficiency further.
- With a robust annualized revenue run rate surpassing $1 billion, ServiceTitan is positioned for continued growth and innovation in the trades industry.