ServiceTitan, Inc. Q4 2026 Earnings Recap

TTAN Q4 2026 March 13, 2026

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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.

Earnings Per Share Beat

$0.27 vs $0.18 est.

+50.0% surprise

Revenue Beat

253987000 vs 245507000 est.

+3.5% surprise

Market Reaction

1-Day -6.41%

5-Day -9.13%

30-Day -16.81%

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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.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit TTAN on AllInvestView.