ServiceTitan's fourth quarter 2026 revenue beat estimates while non-GAAP operating margin tripled to 10.7%.

ServiceTitan reported fiscal fourth quarter revenue of $254.0 million, an increase of 21% year-over-year, which surpassed analyst expectations. The company posted a GAAP EPS loss of $0.44, missing consensus estimates.

Key Highlights

• The company announced it has surpassed a $1 billion annualized revenue run rate, a key milestone for its subscription-based platform.
• Non-GAAP operating margin for the quarter expanded to 10.7% from 3.3% in the same period last year, demonstrating significant operating leverage.
• For the full fiscal year 2026, non-GAAP free cash flow increased to $85.1 million, a substantial improvement from the $15.5 million generated in fiscal year 2025.
• Total active customers grew to approximately 10,800, up from roughly 9,500 in the prior year.