The strong beat-and-raise quarter with accelerating non-GAAP profitability and raised full-year guidance should drive positive momentum. Monitor Q2 FY2027 revenue guidance of $284M-$286M (+5.6% QoQ midpoint) and the pace of Max AI platform adoption as key catalysts.
Price Chart
Executive Summary
ServiceTitan reported Q1 FY2027 revenue of $268.8M (+25% YoY) and non-GAAP diluted EPS of $0.37, beating consensus estimates of $256.7M and $0.28. The company raised its full-year FY2027 revenue guidance to $1.13B-$1.14B (from $1.11B-$1.12B) and its non-GAAP operating income outlook, signaling accelerating growth and margin expansion.
Key Financial Metrics
Key Facts
- Q1 FY2027 total revenue of $268.8M, +25% YoY, beating $256.7M consensus
- Non-GAAP diluted EPS of $0.37, +106% YoY, beating $0.28 consensus by 32%
- Full-year FY2027 revenue guidance raised to $1.13B-$1.14B from $1.11B-$1.12B
- Non-GAAP operating margin expanded to 15.2% from 7.5% YoY
- GTV grew 23% YoY to $21.7B; net dollar retention >110%
- Subscription revenue of $202.0M, +24% YoY, driven by Max AI platform expansion
Financial Impact
Revenue beat of $12.1M (+4.7% vs consensus) and EPS beat of $0.09 (+32% vs consensus) with raised full-year guidance
Risk Factors
- GAAP net loss of $22.8M persists despite non-GAAP profitability
- Operating cash flow was negative $1.6M in Q1, though improved from -$14.6M YoY
- Revenue growth decelerated to 25% from 27% YoY in the prior year quarter
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001638826-26-000044 |
| Document: ttan-20260604.htm | 0001638826-26-000044 |
| Document: 0001638826-26-000044-index-headers.html | 0001638826-26-000044 |
| Document: 0001638826-26-000044-index.html | 0001638826-26-000044 |
| Document: 0001638826-26-000044.txt | 0001638826-26-000044 |
| 8-K Data (Synthetic) | 0001638826-26-000044 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 10d ago | Institutional Cluster | $78.26 | awaiting T+60 | — | $83.12 (+6.21%) |
Sep 23, 2026 4w ago | Insider Cluster | $59.98 | awaiting T+60 | — | $83.12 (−38.58%) |
Sep 21, 2026 5w ago | Insider Cluster | $61.56 | awaiting T+60 | — | $83.12 (−35.02%) |
Sep 17, 2026 5w ago | 144 | $55.04 | awaiting T+60 | — | $83.12 (+51.02%) |
Aug 17, 2026 10w ago | Insider Cluster | $91.11 | awaiting T+60 | — | $83.12 (−8.77%) |
Aug 13, 2026 10w ago | Insider Cluster | $90.40 | awaiting T+60 | — | $83.12 (−8.05%) |
Jul 16, 2026 14w ago | 144 | $76.00 $72.28 | ▼ −4.89% | ▼ −9.58% | $83.12 (+9.37%) |
Jul 16, 2026 14w ago | 144 / CLUSTER | $76.00 $72.28 | ▲ +4.89% | ▲ +9.58% | $83.12 (−9.37%) |
Jul 8, 2026 15w ago | Insider Cluster | $79.44 $67.09 | ▲ +15.55% | ▲ +17.93% | $83.12 (−4.63%) |
Jul 8, 2026 15w ago | Insider Cluster | $79.44 $67.09 | ▼ −15.55% | ▼ −17.93% | $83.12 (+4.63%) |
US Market Status
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