ServiceTitan Past Earnings Performance
Past criteria checks 0/6
ServiceTitan has been growing earnings at an average annual rate of 12.8%, while the Software industry saw earnings growing at 31.8% annually. Revenues have been growing at an average rate of 22.9% per year.
Key information
12.75%
Earnings growth rate
45.95%
EPS growth rate
| Software Industry Growth | 17.33% |
| Revenue growth rate | 22.90% |
| Return on equity | -8.03% |
| Net Margin | -12.12% |
| Last Earnings Update | 31 Jul 2026 |
Recent past performance updates
Recent updates
Analysis Article • 12h
Earnings Release: Here's Why Analysts Cut Their ServiceTitan, Inc. (NASDAQ:TTAN) Price Target To US$98.20
One of the biggest stories of last week was how ServiceTitan, Inc. ( NASDAQ:TTAN ) shares plunged 36% in the week since...Seeking Alpha • Sep 10
ServiceTitan: Q2 Was No Disaster, But Not Enough For An Upgrade
Summary ServiceTitan, Inc. remains a fundamentally strong SaaS company with competitive moats and solid growth, but valuation concerns persist. Q2 delivered revenue and EPS beats, yet growth deceleration and flat operating margins highlight challenges in translating top-line gains into shareholder value. AI-driven initiatives like Max and virtual agents show promising customer adoption, but delayed revenue recognition creates near-term headwinds. I maintain a hold rating as TTAN’s high multiples and stock-based compensation limit margin of safety and forward shareholder yield. Read the full article on Seeking Alpha
Narrative Update • Sep 09
TTAN: AI Adoption Reset Will Support Stronger Future Execution
ServiceTitan's analyst fair value estimate has been reset lower from $86.81 to $78.24 as analysts trim price targets after a smaller Q2 beat and adjust for timing effects related to Max AI adoption and associated revenue recognition shifts. Analyst Commentary Street research on ServiceTitan after Q2 has tilted more cautious, with a broad round of price target cuts even as most firms keep positive ratings in place.
New Narrative • Sep 08
TTAN | ServiceTitan, Inc.: What They Said vs. What They Did
TheGapReport: ServiceTitan, Inc. (NASDAQ:TTAN) Q2 2027 (jun 4 - sep 8) ServiceTitan's latest call arrived with 21% revenue growth, record free cash flow, and a strategic pivot substantial enough that the CFO spent the first quarter of his prepared remarks explaining, before he reached the income statement, what it would cost.Narrative Update • Jul 24
TTAN: AI Adoption And New Partnerships Will Support Stronger Future Execution
ServiceTitan's analyst price target has been nudged higher as the fair value estimate moves from $84.00 to about $86.81, with analysts pointing to stronger recent revenue performance, raised longer term revenue guidance, and improving margin expectations. Analyst Commentary Recent Street research on ServiceTitan shows a mix of optimism around revenue execution and product momentum, alongside pockets of caution focused on valuation, medium term growth expectations, and the impact of broader software multiples.
Narrative Update • Jul 10
TTAN: Raised FY27 Outlook And Platform Momentum Will Drive Future Upside
Analysts reduced their fair value estimate for ServiceTitan to about $109.93 per share from roughly $136.33, reflecting slightly lower modeled revenue growth and profit margins and a lower future P/E, even as recent price target increases cite Q1 revenue beats, raised FY27 revenue guidance, and growing traction in the Max program and AI driven offerings. Analyst Commentary Recent research on ServiceTitan shows a mix of optimism around execution and growth drivers, alongside some caution on valuation assumptions and sector multiples.
Narrative Update • Jun 26
TTAN: AI Automation Adoption Will Drive Future Upside Potential
ServiceTitan's fair value estimate has been revised from $145.86 to $125.00, as analysts factor in a reset future P/E of 79.44, stronger profitability assumptions, and model updates following Q1 revenue beats, raised FY27 guidance, and growing traction in the Max program and related growth initiatives. Analyst Commentary Recent research on ServiceTitan points to a cluster of higher price targets and constructive views on execution after the latest quarterly results.New Narrative • Mar 29
AI And Usage-Based Flywheel Will Transform Trades Software Over The Next Decade
Catalysts About ServiceTitan ServiceTitan provides an end to end software platform that helps trades contractors manage operations, from demand generation and call booking through dispatch, quoting, payments and back office workflows. What are the underlying business or industry changes driving this perspective?New Narrative • Mar 15
AI Spending Pressures And Volatile Usage Revenue Will Eventually Reward Patient Belief
Catalysts About ServiceTitan ServiceTitan provides an end to end software platform for contractors in the trades, covering workflows from demand generation and call booking through dispatch, quoting, payments and back office functions. What are the underlying business or industry changes driving this perspective?Analysis Article • Jan 16
Getting In Cheap On ServiceTitan, Inc. (NASDAQ:TTAN) Is Unlikely
You may think that with a price-to-sales (or "P/S") ratio of 9.2x ServiceTitan, Inc. ( NASDAQ:TTAN ) is a stock to...Seeking Alpha • Apr 21
ServiceTitan: Moderate Growth With Titanic Losses
Summary ServiceTitan has impressive revenue growth but significant operating losses, primarily due to hefty stock compensation, making it a risky investment. The Rule of 0 metric for ServiceTitan is -13, indicating the company will struggle to scale to profitability and likely underperform over time. Valuation suggests a fair value of $54 per share, implying over 50% downside from the current price of $120; recommend selling or shorting the stock. The upcoming share lock-up expiration on June 10th could trigger significant insider selling, further pressuring the stock price downward. Read the full article on Seeking AlphaSeeking Alpha • Apr 01
ServiceTitan: Stock Is Falling As Growth Rates Take Off
Summary ServiceTitan's stock has dropped ~20% from IPO levels, presenting a buying opportunity for investors despite recent market volatility and bearish sentiment. ServiceTitan's revenue growth accelerated in Q4, with the company noting that deals are closing early. Many of ServiceTitan's software peers, meanwhile, are reporting the opposite, with tight scrutiny delaying deals. ServiceTitan trades at 9.1x EV/FY25 revenue, appearing underpriced compared to peers like ServiceNow and Atlassian, making it a compelling "growth at a reasonable price" play. With a vast $1.5 trillion market and only 3% revenue penetration, ServiceTitan's long-term growth potential remains robust, making it a strategic buy amid current market conditions. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
ServiceTitan: Earnings Compounder With Attractive Stock Price Returns
Summary ServiceTitan is the leading business management software for trades, serving a $1.5 trillion market with a $30 billion addressable market. The platform offers comprehensive solutions including CRM, field service management, ERP, human capital management, and fintech, providing strong ROI and over 95% gross revenue retention. ServiceTitan is poised for high teens to 20%-plus organic revenue growth through existing client growth, new product adoption, and market expansion. The company aims to increase margins from breakeven to 25%-plus, driving strong free cash flow and attractive multi-year stock price returns. Read the full article on Seeking AlphaSeeking Alpha • Jan 15
ServiceTitan: Encouraging Q3 Earnings Report, But Sidelined On Valuation
Summary ServiceTitan reported strong first public quarter results, but its high valuation may not be justified given modest revenue beats and profitability concerns. The company's 2025 guidance includes 24% revenue growth and a 2.9% operating margin, but investors seek faster growth or profitability to justify the premium. Recommend waiting for a pullback to a more reasonable entry point, ideally below 10x forward revenue, equating to a stock price of around $80-85. Read the full article on Seeking AlphaSeeking Alpha • Dec 15
ServiceTitan: Hottest IPO Just Became Too Hot
Summary ServiceTitan's IPO saw significant demand, but post-IPO trading indicates heightened expectations and increased risk, suggesting a potential pullback in shares. TTAN aims to disrupt the field service industry by replacing manual processes with intuitive software, targeting an underserved SMB market. Despite strong financial metrics like 24% YoY revenue growth and >95% gross dollar retention, profitability remains a concern with recent non-GAAP operating losses. Current valuation at 11x 2026 revenue estimate is high; recommend waiting for a better entry point despite long-term bullish outlook. Read the full article on Seeking AlphaRevenue & Expenses Breakdown
Revenue & Expenses Breakdown
How ServiceTitan makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Jul 26 | 1,065 | -129 | 540 | 346 |
| 30 Apr 26 | 1,014 | -136 | 536 | 318 |
| 31 Jan 26 | 961 | -160 | 528 | 297 |
| 31 Oct 25 | 916 | -298 | 554 | 292 |
| 31 Jul 25 | 866 | -320 | 519 | 279 |
| 30 Apr 25 | 817 | -337 | 478 | 267 |
| 31 Jan 25 | 772 | -360 | 440 | 254 |
| 31 Oct 24 | 724 | -244 | 369 | 231 |
| 31 Jul 24 | 685 | -234 | 356 | 215 |
| 30 Apr 24 | 638 | -247 | 350 | 205 |
| 31 Jan 24 | 614 | -241 | 350 | 201 |
| 31 Jan 23 | 468 | -283 | 329 | 159 |
Quality Earnings: TTAN is currently unprofitable.
Growing Profit Margin: TTAN is currently unprofitable.
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: TTAN is unprofitable, but has reduced losses over the past 5 years at a rate of 12.8% per year.
Accelerating Growth: Unable to compare TTAN's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: TTAN is unprofitable, making it difficult to compare its past year earnings growth to the Software industry (27.2%).
Return on Equity
High ROE: TTAN has a negative Return on Equity (-8.03%), as it is currently unprofitable.
Return on Assets
Return on Capital Employed
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/11 21:59 |
| End of Day Share Price | 2026/09/11 00:00 |
| Earnings | 2026/07/31 |
| Annual Earnings | 2026/01/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
ServiceTitan, Inc. is covered by 22 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Joseph Vruwink | Baird |
| Daniel Jester | BMO Capital Markets Equity Research |
| Nicholas Altmann | BTIG |