revenue $292.8M, net income -$24.9M. ServiceTitan narrows loss, pivots to Max/AI, and expands credit facility

Filed September 8, 2026 · Period ending July 31, 2026 · Compared to 10-Q Sep 10, 2025 · ~1 min read

Key Changes

• high

  Revenue rose 20.9% to $292.8M, while net loss narrowed and diluted EPS improved 25.7% to -$0.26.

  MD&A: Results verify on EDGAR →
• high

  Strategic pivot: company tightens focus on existing commercial trades and residential roofing to prioritize Max and AI, abandoning planned expansion into new trades.

  MD&A: Strategy verify on EDGAR →
• high

  Max revenue recognition shifts to as-billed, with initial billing delays and waived onboarding fees; management expects slower platform and professional services revenue growth for the rest of fiscal 2027.

  MD&A: Max verify on EDGAR →