ServiceTitan Reports Strong Q4 & FY26 Results, Exceeds $1B Annualized Revenue Run Rate, Issues Positive FY27 Outlook

summarizeSummary

ServiceTitan, Inc. announced robust financial results for fiscal Q4 and full fiscal year 2026, surpassing a $1 billion annualized revenue run rate and providing an optimistic financial outlook for fiscal year 2027.

check_boxKey Events

• Strong Q4 & FY26 Performance

  Reported 21% YOY revenue growth for Q4 2026 ($254.0M) and 24% for FY26 ($961.0M), alongside significant improvements in non-GAAP operating income and free cash flow.

• Exceeds $1B Annualized Revenue Run Rate

  The CEO highlighted surpassing this key operational milestone, indicating substantial business scale and market penetration.

• Positive FY27 Financial Outlook

  Provided guidance for FY27 revenue between $1.11B and $1.12B and non-GAAP operating income between $128M and $133M, signaling continued growth and profitability.

auto_awesomeAnalysis

This 8-K filing details ServiceTitan's strong financial performance, with significant year-over-year growth in revenue, non-GAAP operating income, and free cash flow for both the fourth quarter and the full fiscal year 2026. The company's achievement of a $1 billion annualized revenue run rate is a key milestone, demonstrating substantial scaling. Furthermore, the positive financial outlook for fiscal year 2027, projecting continued revenue growth and increased non-GAAP operating income, suggests sustained business momentum and operational efficiency. This report reinforces a positive investment thesis, highlighting the company's ability to grow revenue while improving profitability and cash generation.