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Oct 31, 2025
ServiceTitan Inc Q3 2026 Earnings Report
ServiceTitan Inc. reported its financial results for the fiscal third quarter ended October 31, 2025, showing significant growth in total revenue and gross transaction volume.
Key Takeaways
ServiceTitan Inc. announced strong fiscal third quarter 2026 results, with total revenue increasing by 25% year-over-year to $249.2 million and gross transaction volume growing by 22% to $21.7 billion. The company also reported a non-GAAP income from operations of $21.5 million, a substantial improvement from the previous year.
Total revenue for Q3 2026 reached $249.2 million, marking a 25% increase compared to Q3 2025.
Gross transaction volume (GTV) grew by 22% year-over-year, reaching $21.7 billion.
Non-GAAP income from operations was $21.5 million, with a non-GAAP operating margin of 8.6%.
The company maintained a net dollar retention rate of over 110%.
Revenue by Segment
Forward Guidance
For fiscal fourth quarter 2026, ServiceTitan expects total revenue between $244 million and $246 million, and non-GAAP income from operations between $16 million and $17 million. For the full fiscal year 2026, total revenue is projected to be between $951 million and $953 million, with non-GAAP income from operations between $83 million and $84 million.
Positive Outlook
- Projected total revenue for Q4 2026 shows continued growth.
- Anticipated non-GAAP income from operations for Q4 2026 indicates sustained profitability.
- Full fiscal year 2026 revenue guidance reflects strong annual performance.
- Full fiscal year 2026 non-GAAP income from operations guidance suggests healthy annual profitability.
- The company's confidence in its ability to build the operating system for the trades.
Challenges Ahead
- The company is unable to provide an outlook for GAAP loss from operations for Q4 2026 or full fiscal year 2026.
- Reconciliation of expected non-GAAP income to GAAP loss from operations is not available due to estimation difficulties.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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