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Servicetitan Earnings Calls
| Release date | Jun 04, 2026 |
| EPS estimate | $0.280 |
| EPS actual | -$0.240 |
| EPS Surprise | -185.71% |
| Revenue estimate | 256.651B |
| Revenue actual | 268.824B |
| Revenue Surprise | 4.74% |
| Release date | Mar 12, 2026 |
| EPS estimate | $0.180 |
| EPS actual | $0.270 |
| EPS Surprise | 50.00% |
| Revenue estimate | 245.507M |
| Revenue actual | 253.987M |
| Revenue Surprise | 3.45% |
| Release date | Dec 04, 2025 |
| EPS estimate | $0.154 |
| EPS actual | $0.240 |
| EPS Surprise | 56.25% |
| Revenue estimate | 238.547M |
| Revenue actual | 249.163M |
| Revenue Surprise | 4.45% |
| Release date | Sep 04, 2025 |
| EPS estimate | $0.176 |
| EPS actual | $0.330 |
| EPS Surprise | 87.50% |
| Revenue estimate | 229.508M |
| Revenue actual | 242.123M |
| Revenue Surprise | 5.50% |
Last 4 Quarters for Servicetitan
Below you can see how TTAN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Sep 04, 2025 |
| Price on release | $100.31 |
| EPS estimate | $0.176 |
| EPS actual | $0.330 |
| EPS surprise | 87.50% |
| Date | Price |
|---|---|
| Aug 28, 2025 | $108.02 |
| Aug 29, 2025 | $107.23 |
| Sep 02, 2025 | $102.98 |
| Sep 03, 2025 | $102.82 |
| Sep 04, 2025 | $100.31 |
| Sep 05, 2025 | $113.99 |
| Sep 08, 2025 | $119.02 |
| Sep 09, 2025 | $119.62 |
| Sep 10, 2025 | $114.46 |
| 4 days before | -7.14% |
| 4 days after | 14.11% |
| On release day | 13.64% |
| Change in period | 5.96% |
| Release date | Dec 04, 2025 |
| Price on release | $95.59 |
| EPS estimate | $0.154 |
| EPS actual | $0.240 |
| EPS surprise | 56.25% |
| Date | Price |
|---|---|
| Nov 28, 2025 | $89.36 |
| Dec 01, 2025 | $88.66 |
| Dec 02, 2025 | $90.08 |
| Dec 03, 2025 | $93.31 |
| Dec 04, 2025 | $95.59 |
| Dec 05, 2025 | $105.60 |
| Dec 08, 2025 | $108.04 |
| Dec 09, 2025 | $109.00 |
| Dec 10, 2025 | $106.97 |
| 4 days before | 6.97% |
| 4 days after | 11.91% |
| On release day | 10.47% |
| Change in period | 19.71% |
| Release date | Mar 12, 2026 |
| Price on release | $75.65 |
| EPS estimate | $0.180 |
| EPS actual | $0.270 |
| EPS surprise | 50.00% |
| Date | Price |
|---|---|
| Mar 06, 2026 | $82.95 |
| Mar 09, 2026 | $80.67 |
| Mar 10, 2026 | $77.90 |
| Mar 11, 2026 | $78.49 |
| Mar 12, 2026 | $75.65 |
| Mar 13, 2026 | $70.80 |
| Mar 16, 2026 | $70.91 |
| Mar 17, 2026 | $69.63 |
| Mar 18, 2026 | $68.74 |
| 4 days before | -8.80% |
| 4 days after | -9.13% |
| On release day | -6.41% |
| Change in period | -17.13% |
| Release date | Jun 04, 2026 |
| Price on release | $74.33 |
| EPS estimate | $0.280 |
| EPS actual | -$0.240 |
| EPS surprise | -185.71% |
| Date | Price |
|---|---|
| May 29, 2026 | $72.36 |
| Jun 01, 2026 | $77.68 |
| Jun 02, 2026 | $75.01 |
| Jun 03, 2026 | $72.63 |
| Jun 04, 2026 | $74.33 |
| Jun 05, 2026 | $77.40 |
| Jun 08, 2026 | $72.95 |
| Jun 09, 2026 | $70.71 |
| Jun 10, 2026 | $71.39 |
| 4 days before | 2.72% |
| 4 days after | -3.96% |
| On release day | 4.13% |
| Change in period | -1.34% |
Servicetitan Earnings Call Transcript Summary of Q2 2026
ServiceTitan reported a strong Q2 FY2026 driven by broad customer execution and AI-enabled product adoption. Key financials: GTV $22.9B (+19% YoY), total revenue $242.1M (+25% YoY), subscription revenue $174.8M (+27% YoY), usage revenue $58M (+23% YoY), platform gross margin 80.7%, total gross margin 74.4%, operating income $29.2M and operating margin 12.1% (up 510 bps YoY), and Q2 free cash flow $34.3M. Net dollar retention remained >110%. Management highlighted faster-than-expected usage revenue (higher GTV plus payment mix) and continued momentum in enterprise, pro products, commercial (construction/project management), and roofing. Notable customer traction includes a signed partnership with Roto-Rooter (expected live early CY2026) and a case study where AI and Pro products enabled the first fully automated job for Gulfshore, driving measurable revenue and conversion improvements. Guidance: Q3 revenue $237M–$239M and operating income $14M–$15M; FY2026 revenue $935M–$940M and operating income $74M–$76M. Management emphasized continued investment in R&D and selective sales & marketing, commitment to long-term 25% incremental margin targets, and plans to deploy capital into high-ROI growth opportunities.
