ServiceTitan (TTAN) Company Report

ServiceTitan (TTAN) reported strong Q3 2026 financial results, with total revenue of $249.2 million, a 25% year-over-year increase, and record free cash flow of $38 million.
Subscription revenue grew 26% year-over-year to $182.8 million, and usage revenue increased 24% year-over-year to $56.8 million. Gross transaction volume (GTV) was $21.7 billion, representing 22% year-over-year growth.
The company provided Q4 FY26 total revenue guidance of $244-$246 million and full-year FY26 total revenue guidance of $951-$953 million.
Strategic initiatives include a significant focus on AI for the trades, highlighted by the MAX program and the introduction of Field Pro and virtual agents. ServiceTitan also launched commercial CRM and construction management capabilities to complete its end-to-end commercial platform and acquired Conduit for approximately $20 million.

6 hours ago

Transcript

TTAN Reports Strong Q3 2026 Results and Raises Full-Year Guidance

TTAN

Earnings

Guidance Update

New Projects/Investments

TTAN reported Q3 2026 total revenue of $249.2 million, a 25% year-over-year increase, driven by 26% subscription revenue growth and 24% usage revenue growth. The company also achieved a record free cash flow of $38 million for the quarter.
For Q4 2026, TTAN expects total revenue between $244 million and $246 million and operating income between $16 million and $17 million. The full fiscal year 2026 total revenue guidance was raised to $951 million to $953 million, with operating income expected to be $83 million to $84 million.
The company's growth is driven by delivering ROI to customers, leading to increased GTV and subscription/usage revenue, now compounded by the opportunity to democratize AI for the trades through initiatives like the MAX program.
TTAN saw strong growth in Gross Transaction Volume (GTV) of $21.7 billion, up 22% year-over-year, led by the commercial segment and new trades. The company also acquired Conduit for approximately $20 million in cash, aiming for cross-sell opportunities.

10 hours ago

Transcript

ServiceTitan announces Q3 FY26 results

TTAN

Earnings

Revenue Acceleration/Inflection

ServiceTitan reported Q3 FY26 total revenue of $249 million, representing a 25% year-over-year growth.
The company's Gross Transaction Value (GTV) reached $22 billion in Q3 FY26, an increase of 22% year-over-year.
For Q3 FY26, ServiceTitan achieved a Non-GAAP Platform Gross Margin of 80.2% and a Non-GAAP Operating Margin of 8.6%.
Platform Revenue Growth year-over-year was 25% and the Net Dollar Retention Rate was greater than 110% for Q3 FY26.

12 hours ago

Presentation

ServiceTitan Outlines FY26 Priorities and Product Enhancements

TTAN

Product Launch

New Projects/Investments

Revenue Acceleration/Inflection

ServiceTitan has outlined four key priorities for FY26: expanding Enterprise capabilities, broadening Pro Product adoption, accelerating Commercial progress, and expanding into Roofing and Exterior Trades.
The company is significantly enhancing its Pro Products with AI infusion, introducing new features like Field Assist for AI diagnosis and troubleshooting, Virtual CSRs, and advanced AI workflows for marketing and scheduling.
ServiceTitan is expanding its Commercial strategy to become a market standard for "Specialty" or "Sub" Contractors, delivering new Commercial CRM and comprehensive construction capabilities, which has shown to drive significant customer ROI such as a 15% average revenue increase in year 2 for commercial customers.
Key investments are also being made to enter the Roofing and Exteriors market, focusing on sales, production, and building a robust ecosystem.

Sep 18, 2025, 4:15 PM

Presentation

ServiceTitan Highlights Enterprise Growth, AI Automation, and Commercial/Construction Expansion

TTAN

Product Launch

New Projects/Investments

M&A

ServiceTitan held its first Pantheon event as a public company, focusing on educating investors about its business drivers and investment thesis, including its leadership in a large vertical market and multiple growth opportunities.
The company is experiencing significant growth in the enterprise market, driven by the professionalization of the industry and private equity consolidation, with ServiceTitan's specialized workflows proving superior to horizontal solutions.
ServiceTitan introduced a fully automated AI workflow, including Atlas, designed to revolutionize the trades by enabling jobs with zero human intervention and aiming for 30-40% margins for automated businesses.
ServiceTitan is making deep investments in the complex commercial and construction segments, developing specialized project management tools and a B2B CRM to power profitable growth for subcontractors.

Sep 18, 2025, 4:15 PM

Transcript

ServiceTitan announces Q1 Fiscal 2026 results

TTAN

Earnings

Revenue Acceleration/Inflection

Guidance Update

Revenue reached $215.7 million in the first quarter, up from $170.3 million in the prior period.
Non-GAAP income from operations improved to $16.2 million with an operating margin of 7.5%, reflecting enhanced performance.
The company provided guidance for Q2, expecting revenue between $228–230 million, and for full FY2026, anticipating revenue of $910–920 million.

Jun 5, 2025, 12:00 AM

8-K

ServiceTitan Inc Reports Q4 2025 Earnings Results

TTAN

Earnings

Revenue Acceleration/Inflection

ServiceTitan Inc delivered strong Q4 2025 performance with total revenue of $209M representing 29% YoY growth and a robust GTV of $17B with 26% YoY growth.
The company achieved a non-GAAP platform gross margin of 77% and a non-GAAP operating margin of 3%, underscoring its efficient operating model and platform leadership.

Mar 13, 2025, 9:00 PM

Presentation

ServiceTitan Announces Q4 2025 Results

TTAN

Earnings

Revenue Acceleration/Inflection

Q4 2025 revenue increased 29% year-over-year to $209.3 million, with platform revenue growing 30% to $200.1 million.
The company reported a GAAP net loss of ($100.9 million) in Q4 2025 compared to ($51.4 million) in Q4 2024, while non‐GAAP net income reached $7.5 million versus a loss of ($0.8 million).
For the full fiscal year 2025, total revenue rose 26% to $771.9 million and platform revenue increased 27% to $739.5 million, with improvements in non‐GAAP operating performance.

Mar 13, 2025, 12:00 AM

8-K

Earnings Transcripts

Quarterly earnings call transcripts for ServiceTitan.

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