Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

ServiceTitan, Inc.
Next earnings Sep 2, 2026 · consensus $0.36 EPS, $291M rev
Last earnings +2.3% on 2026-06-04
High-quality trades-vertical SaaS growing 25% with 70% gross margins, debt-free and now FCF-positive — but still GAAP-unprofitable and richly priced.
ServiceTitan is the leading vertical-software platform for the trades (HVAC, plumbing, electrical and other home/commercial-services businesses), and FY2026 shows the classic profile of a high-quality SaaS compounder scaling toward profitability. Revenue grew 24.5% to $961M with gross profit up 34.5% to $674M, lifting gross margin to an excellent 70.1% — evidence of strong pricing power and a sticky, mission-critical platform. The multi-year ramp is steady and rapid, from $468M of revenue in FY2023 to $961M in FY2026.
Sources: SEC EDGAR (CIK 0001638826, latest 10-Q filed 2026-06-05) · EODHD · analysis by claude-code · as of 6/21/2026, 8:58:40 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|
| Revenue | $468M | $614M | $772M | $961M |
| Gross profit | $266M | $377M | $501M | $674M |
| Operating income | -$222M | -$183M | -$230M | -$169M |
| Net income | -$270M | -$195M | -$239M | -$160M |
| Diluted EPS | -$9.31 | -$7.24 | -$8.53 | -$1.73 |
| Net margin | -57.6% | -31.8% | -31.0% | -16.6% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 12 sales
| 2026-06-17 | Griffith William J.G. Director | Award | 3.05K | |
| 2026-06-17 | BROWN MICHAEL MAURICE Director | Award | 3.05K | |
| 2026-06-17 | Cabral Timothy S Director | Award | 3.05K | |
| 2026-06-17 | Golubovich Ilya Director | Award | 3.05K | |
| 2026-06-17 | Hsu William Wei-Liang Director | Award | 3.05K | |
| 2026-06-17 | Deeter Byron B Director | Award | 3.05K | |
| 2026-06-17 | Mahdessian Ara Chief Executive Officer | Acquired (C) | 3.03K | |
| 2026-06-17 | Mahdessian Ara Chief Executive Officer | Sell | 610.45 @ $66.19 | $40.4K |
| 2026-06-17 | Mahdessian Ara Chief Executive Officer | Sell | 825.22 @ $66.19 | $54.6K |
| 2026-06-17 | Mahdessian Ara Chief Executive Officer | Sell | 922.57 @ $66.19 | $61.1K |
| 2026-06-17 | Mahdessian Ara Chief Executive Officer | Sell | 484.73 @ $66.19 | $32.1K |
| 2026-06-17 | Mahdessian Ara Chief Executive Officer | Sell | 154.19 @ $66.19 | $10.2K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.