ServiceTitan 2026 Q2 Earnings Strong Performance as Net Income Surges 75.5%

ServiceTitan (TTAN) reported its fiscal 2026 Q2 earnings on Sep 10th, 2025. The company outperformed expectations with strong revenue growth and a significant improvement in net losses. ServiceTitan also provided revenue guidance that aligned with its previous growth trajectory, indicating confidence in future performance.

Revenue
ServiceTitan's total revenue rose 25.5% year-over-year to $242.12 million in 2026 Q2. Platform revenue accounted for the vast majority of the company’s income, with subscription services contributing $174.75 million and usage-based revenue adding $57.97 million. Professional services and other segments generated $9.40 million, rounding out the company’s total revenue.

Earnings/Net Income
ServiceTitan significantly narrowed its net loss, reporting a loss of $0.35 per share in 2026 Q2, down from $1.43 per share a year earlier. The company also posted a net loss of $32.23 million, a 9.6% reduction compared to $35.65 million in 2025 Q2. This marked a record high for Q2 net income in two years, signaling improved financial performance.

Price Action
Following the earnings release, ServiceTitan’s stock price fell 4.01% during the latest trading day. However, the stock saw a strong rebound over the previous week, gaining 11.32%, and was up 11.88% month-to-date.

Post-Earnings Price Action Review
Despite a dip in stock price post-earnings, the company’s recent performance over the week and month has shown positive momentum. This resilience reflects investor confidence in ServiceTitan’s ability to continue improving its bottom line and managing operational costs effectively.

CEO Commentary
ServiceTitan CEO Sameer Hasija highlighted the company’s resilience amid macroeconomic challenges and strong demand for professional services. He emphasized ongoing investments in product innovation and customer success, while acknowledging rising customer acquisition costs. Hasija reiterated the company’s focus on long-term growth through platform expansion and strategic partnerships.

Guidance
ServiceTitan provided revenue guidance for Q4 2025 of between $199 million and $201 million and expects full-year 2025 revenue to range between $761.6 million and $753.6 million. This represents approximately 24% year-over-year growth. The company is confident in its ability to balance growth with operational efficiency, though it did not provide explicit EPS guidance.

Additional News
In the three weeks leading up to the earnings release, ServiceTitan announced several strategic updates. On July 11, 2025, the company revealed plans to host an investor session at its Pantheon 2025 user conference in Anaheim, CA, underscoring its commitment to stakeholder engagement. On August 6, 2025, ServiceTitan confirmed that it would report its fiscal second quarter results on September 4, 2025, aligning with its regular reporting schedule. Additionally, on June 5, 2025, the company released its first-quarter fiscal 2026 results, showcasing early momentum in its business strategy and customer partnerships. No major M&A activity, C-level changes, or dividend announcements were reported during the period.