NASDAQ$TTAN

ServiceTitan Inc · Q3 2026 earnings

Q3 2026 earnings · · After market close

Briefing

ServiceTitan reported Q3 2026, revenue of $249.2M, net loss of $39.5M, diluted EPS of $-0.42.

For Q3 2026, ServiceTitan reported revenue of $249.2M, a net loss of $39.5M, diluted EPS was $-0.42. Management discusses operating trends, capital allocation, and outlook in the earnings release or periodic filing.

  • Revenue $249.2M.
  • Net loss $39.5M.
  • Diluted EPS $-0.42.

Headline financials

Total Revenue

$249M

Previous: $199M+25.0%
EPS (adj)

-$0.42

Previous: $35.00-101.2%
Gross Transaction Volume

$21.7B

No prior period
Non-GAAP Income from Operations

$21.5M

No prior period
Non-GAAP Operating Margin

8.6%

No prior period
Net Dollar Retention

110.0%

No prior period
Capital Expenditures

-$4M

Previous: -$2.8M-42.8%
Free Cash Flow

-$43.5M

Previous: -$49.3M+11.6%
Net Income

-$39.5M

Previous: -$46.5M+14.9%
Operating Income

-$42.2M

Previous: -$44M+4.1%
Gross Profit

$176M

Previous: $130M+35.7%
Cash & Equivalents

$493M

No prior period
Total Assets

$1.82B

No prior period

Revenue & EPS history

ServiceTitan Inc · Revenue · Quarterly

$249M

Q3 2026+25%vs Q3 2025
Beat estimate in 4 of 5 quarters(80%)
ActualEstimate

Forward guidance

The filing outlines ServiceTitan's outlook, including operating priorities, capital allocation, and key risks, with specific numeric guidance where management provided it.

Tailwinds

  • ServiceTitan cites execution on growth initiatives and balance-sheet flexibility.
  • Management emphasizes capital allocation and operational priorities in the filing.

Headwinds

  • Loss-making or breakeven GAAP results reflect growth investment and scale timing.
  • GAAP profitability remained under pressure in Q3 2026.
  • Macro, pricing, and competitive pressure may affect margins.
  • One-time items and segment mix can affect quarter-to-quarter comparability.

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 Q3 2026

Historical avgQ3 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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