TTAN ServiceTitan, Inc.

BULLISH Impact: 7/10 8-K
Horizon days Filed Jun 4, 2026 Processed 7d 23h ago SEC 0001638826-26-000044
8-K Item 2.02: Earnings release

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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

Guidance
$1.13B-$1.14B
raised
Free Cash Flow
-$9.6M
Gross Margin
72.1%

Actionable Insight

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.

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

revenueepsoperating marginguidance

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

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
83% bullish (24 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001638826-26-000044
Document: ttan-20260604.htm0001638826-26-000044
Document: 0001638826-26-000044-index-headers.html0001638826-26-000044
Document: 0001638826-26-000044-index.html0001638826-26-000044
Document: 0001638826-26-000044.txt0001638826-26-000044
8-K Data (Synthetic)0001638826-26-000044
6 reports for TTAN
Performance horizon

Track record builds as more directional reports settle.

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Reports for TTAN — sortable, filterable
Type Now
Jun 11, 2026
1d ago
144
NEUTRAL ★ 3/10
$68.19 awaiting T+60awaiting T+60$66.77 (−2.08%)
Jun 11, 2026
1d ago
144
NEUTRAL ★ 3/10
$68.19 awaiting T+60awaiting T+60$66.77 (−2.08%)
Jun 11, 2026
1d ago
Institutional Cluster
NEUTRAL ★ 3/10
$71.37 awaiting T+60awaiting T+60$66.77 (−6.45%)
Jun 4, 2026
8d ago
8-K
BULLISH ★ 7/10
$77.00 awaiting T+60awaiting T+60$66.77 (−13.29%)
Jun 4, 2026
8d ago
Press Release
NEUTRAL ★ 5/10
$74.27 awaiting T+60awaiting T+60$66.77 (−10.10%)
Mar 12, 2026
13w ago
Press Release
BULLISH ★ 8/10
$70.80 $72.95▲ +3.04%▼ −8.58%$66.77 (−5.69%)
Showing 6 of 6

US Market Status

Market Closed — Opens Mon (52h 21m)

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