ServiceTitan Inc-A (NASDAQ:TTAN) Surpasses Q3 2026 Earnings Estimates, Stock Rises

Last update: Dec 5, 2025

ServiceTitan Inc-A (NASDAQ:TTAN) delivered quarterly results that surpassed analyst expectations, driving a significant positive reaction in its stock price. The company, which provides a software platform for trade businesses, reported its fiscal third-quarter 2026 earnings after the market close on December 4, 2025.

Earnings and Revenue Beat

The core of the market's positive response lies in ServiceTitan's performance against Wall Street forecasts. The company exceeded estimates on both the top and bottom lines for the quarter ended October 31, 2025.

Revenue: Reported total revenue of $249.2 million, surpassing the analyst consensus estimate of approximately $243.3 million. This represents a 25% year-over-year increase.
Earnings Per Share (Non-GAAP): Reported Non-GAAP EPS of $0.24, solidly beating the estimated $0.16.

This double beat indicates stronger-than-anticipated business momentum, a key factor for investor confidence, especially for a company in its first year as a public entity.

Market Reaction and Price Action

The market's verdict was decisively positive. Following the earnings release, ServiceTitan's stock surged in after-hours trading.

The stock was up approximately 5.7% in post-market activity, a clear signal that investors viewed the results favorably.
This after-hours gain builds on a modestly positive recent trend, with the stock up about 4.1% over the past month prior to the announcement.

The sharp after-market move suggests the earnings report addressed investor concerns or provided confirmation of the company's growth trajectory, leading to a reassessment of the stock's value.

Key Highlights from the Quarter

Beyond the headline numbers, the earnings press release highlighted several operational and financial strengths:

Strong Gross Transaction Volume (GTV): GTV, a measure of the total value of work managed through its platform, grew 22% year-over-year to $21.7 billion.
Improving Profitability Metrics: While the company reported a GAAP operating loss of $42.2 million, its Non-GAAP income from operations was a positive $21.5 million, with an 8.6% margin. This marks a substantial improvement from $1.6 million in the prior-year period.
Robust Cash Generation: The company generated $43.8 million in cash from operations and $37.7 million in non-GAAP free cash flow, demonstrating an ability to convert growth into cash.
High Customer Retention: Net dollar retention remained above 110%, indicating that existing customers are spending more on ServiceTitan's platform over time.

Forward Guidance Versus Estimates

Management provided an outlook for the fiscal fourth quarter and full year 2026. This guidance appears to be a contributing factor to the positive market sentiment, as it aligns with or potentially sets a floor under current analyst expectations.

Q4 2026 Revenue Outlook: ServiceTitan expects revenue between $244 million and $246 million. The midpoint of this range ($245 million) is slightly below the current analyst consensus estimate of $247.3 million.
Full-Year 2026 Revenue Outlook: The company expects full-year revenue between $951 million and $953 million. The midpoint ($952 million) is notably higher than the current analyst sales estimate of approximately $957.6 million.

The company also projected Non-GAAP income from operations of $16-$17 million for Q4 and $83-$84 million for the full year. The lack of a precise GAAP reconciliation for this outlook is noted as standard for items like stock-based compensation that are difficult to forecast.

Strategic Context

Recent news, including the announcement that roofing companies TIMEPROOFUSA and Master Roofing Solutions selected ServiceTitan to power their national expansions, underscores the company's value proposition. It is positioning itself as the essential technology backbone for trade businesses seeking to scale, a large and historically underserved market.

For a detailed history of ServiceTitan's earnings performance and future analyst estimates, you can review the data here.

Disclaimer: This article is for informational purposes only and does not constitute financial advice, a recommendation, or an offer to buy or sell any securities. Investing carries risks, including the potential loss of principal. Readers should conduct their own research and consult with a qualified financial advisor before making any investment decisions.