NASDAQ$TTAN
ServiceTitan Inc · Q4 2026 earnings
Q4 2026 earnings · · After market close
Briefing
ServiceTitan reported fiscal Q4 2026 revenue of $254.0M with a GAAP net loss of $41.7M; non-GAAP operating income was $27.1M.
For the fiscal fourth quarter ended January 31, 2026, ServiceTitan generated revenue of $254.0 million, up 21% year over year, surpassing a $1B annualized revenue run rate. GAAP loss from operations was $42.7 million and net loss was $41.7 million ($0.44 per share); non-GAAP operating income was $27.1M (10.7% margin). Full-year FY2026 revenue was $961.0 million (+24%) with non-GAAP operating income of $94.1 million.
- Q4 revenue of $254.0M (+21% YoY); platform revenue $245.1M (+23%).
- Gross transaction volume reached $19.8B in Q4 (+16% YoY).
- Non-GAAP operating margin expanded to 10.7% from 3.3% a year ago.
- GAAP net cash from operations was $40.6M; non-GAAP free cash flow $35.4M in Q4.
- Active customers grew to ~10,800 from ~9,500.
Headline financials
Revenue & EPS history
ServiceTitan Inc · Revenue · Quarterly
$254M
Forward guidance
Management highlighted FY27 plans to expand the Agentic Operating System, double Max AI capacity this quarter, and continue scaling GTV and platform revenue.
Tailwinds
- Surpassed $1B annualized revenue run rate with improving non-GAAP profitability.
- Net dollar retention remained above 110%.
Headwinds
- GAAP net loss of $41.7M persisted despite revenue scale.
- GAAP loss from operations was ($42.7)M in the quarter.
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 Q4 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
| Quarter | Report date | Reaction (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% |
Discussion
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