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Fair Isaac (FICO) Reports Q3 Earnings: What Key Metrics Have to Say
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Fair Isaac (FICO - Free Report) reported $674.19 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 25.7%. EPS of $12.18 for the same period compares to $8.57 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $679.31 million, representing a surprise of -0.75%. The company delivered an EPS surprise of +1.33%, with the consensus EPS estimate being $12.02.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Fair Isaac performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Annual Recurring Revenue (ARR) - Platform: $412.8 million versus $370.22 million estimated by three analysts on average.
Annual Recurring Revenue (ARR) - Total: $815.8 million versus the three-analyst average estimate of $812.78 million.
Annual Recurring Revenue (ARR) - Non-Platform: $403 million compared to the $442.56 million average estimate based on three analysts.
Revenues- Professional services: $18.32 million versus $23.54 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -24.3% change.
Revenues- Software: $215.29 million compared to the $228.35 million average estimate based on three analysts. The reported number represents a change of +1.5% year over year.
Revenues- Scores: $458.9 million versus the three-analyst average estimate of $458.27 million. The reported number represents a year-over-year change of +41.5%.
Revenues- On-premises and SaaS software: $196.97 million versus the three-analyst average estimate of $204.8 million. The reported number represents a year-over-year change of +4.8%.
Revenues- Scores- Business-to-consumer: $58.85 million versus $57.53 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +5.4% change.
Revenues- Scores- Business-to-business: $400.04 million versus $402.34 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +49% change.
Shares of Fair Isaac have returned +11.8% over the past month versus the Zacks S&P 500 composite's +1.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
View the Zacks #1 Rank List
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Fair Isaac (FICO) Reports Q3 Earnings: What Key Metrics Have to Say
Fair Isaac (FICO - Free Report) reported $674.19 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 25.7%. EPS of $12.18 for the same period compares to $8.57 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $679.31 million, representing a surprise of -0.75%. The company delivered an EPS surprise of +1.33%, with the consensus EPS estimate being $12.02.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Fair Isaac performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:View all Key Company Metrics for Fair Isaac here>>>
Shares of Fair Isaac have returned +11.8% over the past month versus the Zacks S&P 500 composite's +1.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.