ServiceTitan (TTAN) reported fiscal first quarter 2026 earnings with revenue of $215.7 million, representing a 27% year-over-year increase and beating consensus estimates by 3.4% ($208.69 million estimate). The company posted a GAAP net loss per share of -$0.51 and adjusted earnings per share (EPS) of $0.18, which was $0.06 above consensus and 50% higher than the $0.12 estimate. Gross profit rose 40% year-over-year to $148 million, resulting in a gross margin of 68.8%. Platform revenues also increased 27% year-over-year to $208 million. Gross transaction volume (GTV) reached $17.7 billion, up 22% from the prior year. ServiceTitan raised its full-year 2026 revenue guidance to $910–$920 million, above the previous range and consensus estimate of $902.1 million. Second quarter revenue guidance was set at $228–$230 million, topping expectations of $226 million. Despite the earnings beat and increased guidance, ServiceTitan shares traded down 12–13% in after-hours and pre-market trading. The company also announced the availability of its integration with EagleView. Ara Mahdessian, Co-Founder and CEO, stated, “I am humbled by the way that our team, in partnership with our customers, performed this quarter.” Analyst reactions were positive, with KeyBanc maintaining an Overweight rating and a price target of $140, and Truist and Piper expressing interest in adding to positions on any weakness.