ServiceTitan, Inc. (TTAN) Q4 2026 Earnings Call Transcript
Although the revenue and EPS for ServiceTitan Inc. (TTAN) give a sense of how its business performed in the quarter ended January 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
ServiceTitan Inc. (TTAN) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.12 per share a year ago.
ServiceTitan Inc. (TTAN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
ServiceTitan Inc. (TTAN) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
ServiceTitan Inc. (TTAN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
ServiceTitan is positioned for a rebound, with valuation multiples now more attractive after a recent 15% pullback. TTAN posted 25% y/y revenue growth in Q3, beating consensus by five points, and accelerated GTV growth to 22% y/y. The company's expanding Pro product suite, large $30 billion TAM, and improving operating margins support a "Buy" rating.
ServiceTitan demonstrates robust 25% y/y revenue growth, expanding margins, and resilience to macro headwinds, supporting a buy rating. TTAN's enterprise penetration, highlighted by the Roto-Rooter partnership and new wins, expands its total addressable market and validates its commercial strategy. The launch of Max AI, now piloted with 50 customers, marks a key inflection point for product adoption and future growth acceleration.
ServiceTitan shares surge 13% after Q3 results beat estimates, driven by strong usage revenues and improved operating margins.
ServiceTitan Q3 earnings were well above guidance, though Q4 guidance points to a slight deceleration ahead. I expect revenue growth of 20% for next year, which is above the high end of current analyst forecasts. Shares trade at 8.3x next year's revenue, which is fairly elevated compared to relevant peers.
ServiceTitan, Inc. ( TTAN ) Q3 2026 Earnings Call December 4, 2025 5:00 PM EST Company Participants Jason Rechel - Investor Relations Head Ara Mahdessian - Co-Founder, Chairman of the Board & CEO Vahe Kuzoyan - Co-Founder, President & Director Dave Sherry - Chief Financial Officer Conference Call Participants Kasthuri Rangan - Goldman Sachs Group, Inc., Research Division Josh Baer - Morgan Stanley, Research Division David Hynes - Canaccord Genuity Corp., Research Division Dylan Becker - William Blair & Company L.L.C., Research Division Scott Berg - Needham & Company, LLC, Research Division J.
While the top- and bottom-line numbers for ServiceTitan Inc. (TTAN) give a sense of how the business performed in the quarter ended October 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.