The significant improvement in non-GAAP profitability and strong free cash flow generation suggest ServiceTitan is scaling efficiently. Traders should monitor execution on AI initiatives (Max platform expansion) and whether revenue growth stabilizes or re-accelerates in FY27, especially given decelerating YoY GTV and revenue growth rates.
Price Chart
Executive Summary
ServiceTitan reported strong fiscal year 2026 results with full-year revenue of $961.0 million, up 24% year-over-year, and non-GAAP operating income of $94.1 million, more than tripling from $25.2 million in the prior year. The company also raised its full-year 2027 revenue guidance to $1.11–1.12 billion and non-GAAP operating income to $128–133 million, signaling continued momentum in its core platform business.
Key Financial Metrics
Key Facts
- Full-year 2026 revenue was $961.0 million, up 24% YoY; Q4 revenue was $254.0 million, up 21% YoY.
- Non-GAAP operating income improved to $94.1 million (9.8% margin) from $25.2 million (3.3%) in FY25.
- GAAP loss from operations narrowed to $169.2 million from $230.0 million in the prior year.
- Non-GAAP free cash flow surged to $85.1 million, up from $15.5 million in FY25.
- Company guided FY27 revenue to $1.11–1.12 billion and non-GAAP operating income to $128–133 million.
- GTV reached $82.1 billion for the year, up 20% YoY, with Q4 GTV at $19.8 billion (16% growth).
- Active customers grew to ~10,800 from ~9,500 in the prior year.
Financial Impact
Revenue growth accelerating toward $1.12B guided for FY27, with operating leverage driving non-GAAP profitability to nearly $130M. Free cash flow increased 450% YoY to $85.1M.
Risk Factors
- YoY revenue growth decelerated from 26% in FY25 to 24% in FY26, and GTV growth slowed from 23% to 20%.
- GAAP net loss remains substantial at $159.9 million, driven by high stock-based compensation ($197.1M in FY26).
- Forward-looking guidance excludes GAAP reconciliation due to uncertainty in stock-based compensation, limiting transparency.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3255104 |
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| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 10d ago | Institutional Cluster | $78.26 | awaiting T+60 | — | $82.44 (+5.34%) |
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Jul 16, 2026 14w ago | 144 | $76.00 $72.28 | ▼ −4.89% | ▼ −9.58% | $82.44 (+8.47%) |
Jul 16, 2026 14w ago | 144 / CLUSTER | $76.00 $72.28 | ▲ +4.89% | ▲ +9.58% | $82.44 (−8.47%) |
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Jul 8, 2026 15w ago | Insider Cluster | $79.44 $67.09 | ▼ −15.55% | ▼ −17.93% | $82.44 (+3.78%) |
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