NASDAQ$TTAN

ServiceTitan Inc · Q2 2026 earnings

Q2 2026 earnings · · After market close

Briefing

ServiceTitan reported Q2 fiscal 2026 revenue of $242.1M with a net loss of $32.2M and diluted loss per share of $0.35.

Revenue was $242.1 million for the quarter ended July 31, 2025, with a net loss of $32.2 million and diluted loss per share of $0.35. Post-IPO growth in HVAC, plumbing, and field-service software adoption supported top-line expansion.

  • Q2 revenue $242.1M; net loss $32.2M; diluted EPS $(0.35).
  • Platform ARR and customer count growth support the land-and-expand model.
  • Sales and marketing and R&D spend remain elevated after the IPO.
  • Seasonality in trades services affects quarterly net adds.

Headline financials

Total Revenue

$242M

No prior period
EPS (adj)

-$0.35

No prior period
Gross Transaction Volume

$22.9B

No prior period
Non-GAAP Income from Operations

$29.2M

No prior period
Non-GAAP Operating Margin

12.1%

No prior period
Net Dollar Retention

110.0%

No prior period
Capital Expenditures

-$2.4M

No prior period
Free Cash Flow

-$34.6M

No prior period
Net Income

-$32.2M

No prior period
Operating Income

-$34.8M

No prior period
Gross Profit

$171M

No prior period
Cash & Equivalents

$471M

No prior period
Total Assets

$1.78B

No prior period

Revenue & EPS history

ServiceTitan Inc · Revenue · Quarterly

$242M

Q2 2026
Beat estimate in 4 of 5 quarters(80%)
ActualEstimate

Forward guidance

The release discusses ServiceTitan's outlook, capital allocation, and key risks for upcoming quarters, including guidance ranges or operating priorities where disclosed.

Tailwinds

  • ARR growth and enterprise adoption support the long-term model.
  • ServiceTitan cites demand and execution supporting the near-term outlook.
  • Liquidity and balance-sheet capacity support operations and shareholder returns.

Headwinds

  • GAAP profitability remained under pressure in Q2 2026.
  • Macro, input costs, and FX may pressure margins quarter to quarter.
  • Segment mix and one-time items can affect comparability versus prior periods.
  • Stock-based compensation and growth investments weigh on GAAP earnings.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 4 quarterly earnings reports · overlaid with Q2 2026

Historical avgQ2 2026

+3.0%

Avg return

Earnings day

+2.6%

Avg return

5 days after

-1.8%

Avg return

30 days after

50%

3 / 6 earnings

Positive

+13.6%

Q2 2026

Best reaction

-6.4%

Q4 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027+4.4%-3.7%
Q4 2026-6.4%-9.1%-26.9%
Q3 2026+10.5%+11.9%+6.3%
Q2 2026+13.6%+14.1%+1.4%
Q1 2026+0.0%+4.2%+11.7%
Q3 2025-3.9%-2.0%-1.6%

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