ServiceTitan 2026 Q3 Earnings 75.9% EPS Improvement Drives Optimism

Generated by AI AgentDaily EarningsReviewed byAInvest News Editorial Team
Wednesday, Dec 10, 2025 9:14 am ET1min read
TTAN
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Aime RobotAime Summary

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ServiceTitan
(TTAN) reported Q3 2026 earnings with 25% YoY revenue growth ($249.16M) and 75.9% narrower losses ($-0.42 EPS), driven by subscription/usage revenue growth.

- The company achieved record net income despite market challenges, showing progress in cost optimization and customer retention through its core platform services.

- Post-earnings trading showed 5.58% returns but underperformed benchmarks, with 49.44% volatility highlighting market uncertainty despite improved profitability metrics.

- Insider selling by major shareholders (13.62M+ in shares) revealed potential liquidity pressures, contrasting with the company's operational improvements and investor optimism.

ServiceTitan (TTAN) reported fiscal 2026 Q3 earnings on Dec 09th, 2025, delivering stronger-than-expected results amid a challenging market environment. The company narrowed losses significantly and posted record-high net income for the fiscal quarter, outperforming expectations. While no formal guidance was provided, the earnings report underscored progress in cost optimization and revenue growth.

Revenue

Platform revenue, driven by Subscription and Usage, contributed the majority of the total revenue. Subscription revenue reached $182.78 million, while Usage revenue totaled $56.80 million, reflecting strong customer retention and utilization. Professional services and other revenue added $9.58 million, rounding out the $249.16 million total revenue—a 25.0% year-over-year increase from $199.28 million in 2025 Q3.

Earnings/Net Income

ServiceTitan reduced its net loss to $-39.53 million in Q3 2026, a 14.9% improvement from $-46.46 million in the prior-year period. The adjusted EPS narrowed to $-0.42 per share, up from $-1.74 per share in 2025 Q3, marking a 75.9% reduction in losses. This improvement signals progress toward profitability, though the company remains unprofitable.

Post-Earnings Price Action Review

The strategy of buying

TTAN
when earnings beat and holding for 30 days delivered moderate returns but underperformed the benchmark. The strategy achieved a 5.58% return, trailing the benchmark by 7.95%. With a maximum drawdown of 0.00% and a Sharpe ratio of 0.12, the strategy indicated a low-risk profile, but the 49.44% volatility reflected significant price fluctuations.

Additional News

Within three weeks of the earnings release,

ServiceTitan
faced notable insider activity. Bessemer Venture Partners VIII, L.P., a major shareholder, filed to sell 124.54K shares (worth $13.62 million) via Form 144, while 15 Angels II LLC proposed selling 6,689 shares. These sales highlight potential liquidity pressures among institutional investors. Additionally, 15 Angels II LLC separately filed to sell 4,023 shares, underscoring mixed sentiment in the market.

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