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Earnings analysis · 10-Q

TTAN earnings analysis

Filed September 8, 2026 · Our reading of the company's report

The latest report

This Form 10-Q/A is a limited administrative amendment rather than a new earnings disclosure. It applies to the quarter ended April 30, 2026 and only corrects the executive and financial officer certifications; it does…

Read full summary

This Form 10-Q/A is a limited administrative amendment rather than a new earnings disclosure. It applies to the quarter ended April 30, 2026 and only corrects the executive and financial officer certifications; it does not revise financial statements, MD&A, risk factors, or guidance. Accordingly, no new conclusions can be drawn about revenue, profitability, cash flow, balance-sheet trends, or segment performance from this filing.

Read the original on SEC.gov

Gross and operating margin

How much of each revenue dollar the business keeps.

72% Gross margin Operating margin Jun 2025 Sep 2026

One point per quarterly or annual filing. Both margins are shares of that report's revenue.

How we read each report

Our analysis across the last few reports.

Read as bullish Read as bearish Jun 2025 Sep 2026

Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.

What stood out

  • No financial results amended

    The filing confirms Amendment No. 1 relates to the quarterly period ended April 30, 2026 and does not modify the previously reported financial results.

  • Certification deficiency corrected

    The amendment files revised Exhibits 31.1 and 31.2 to correct an omission of required internal-control language in the original certifications.

What to watch

  • Certification omission required amendment

    The amendment states that the original certifications omitted certain language regarding internal control over financial reporting required by Item 601(b)(31)(i) of Regulation S-K.

  • No updated operating information

    The filing contains no financial statements and does not update disclosures for events after the original report, limiting its usefulness for assessing current revenue, margins, liquidity, and cash flow.

  • Dual-class ownership structure

    As of May 31, 2026, the company had 82,746,425 Class A shares and 12,651,154 Class B shares outstanding, reflecting a dual-class structure with potentially concentrated voting control.

Management's outlook

This Form 10-Q/A contains no financial statements or MD&A and provides no quantitative guidance. It amends the original Form 10-Q solely to replace the principal executive and financial officer certifications.

Earlier filings 4

10-K · September 8, 2026

This filing is a Form 10-K/A amendment for the fiscal year ended January 31, 2026, not a refreshed financial report. It corrects certification language related to internal control over financial reporting and explicitly…

10-Q · September 8, 2026

ServiceTitan delivered a strong revenue and cash-flow quarter, with revenue of $292.8 million exceeding the $285.8 million consensus estimate and non-GAAP free cash flow of $50.5 million. Operating margin improved to…

10-Q · June 5, 2026

ServiceTitan reported strong Q1 2026 results with total revenue of $268.8 million, up 24.7% from Q1 2025, and an earnings per share (EPS) of -$0.24 compared to -$0.51 in the same period last year. The company…

10-K · March 25, 2026

ServiceTitan describes an end-to-end, trades-specific platform (Core, Pro, FinTech) that leverages what it calls the industry’s largest proprietary data asset and growing AI capabilities (introduced Atlas in fiscal…

This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.