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Compared to Estimates, ServiceTitan Inc. (TTAN) Q2 Earnings: A Look at Key Metrics

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ServiceTitan Inc. (TTAN - Free Report) reported $292.76 million in revenue for the quarter ended July 2026, representing a year-over-year increase of 20.9%. EPS of $0.40 for the same period compares to $0.33 a year ago.

The reported revenue represents a surprise of +2.67% over the Zacks Consensus Estimate of $285.14 million. With the consensus EPS estimate being $0.36, the EPS surprise was +11.11%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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 ServiceTitan Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Gross Transaction Volume: $26.80 billion versus the four-analyst average estimate of $25.90 billion.
  • Revenue- Platform: $284.5 million versus $275.71 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +22.3% change.
  • Revenue- Professional services and other: $8.26 million versus the five-analyst average estimate of $9.43 million. The reported number represents a year-over-year change of -12.1%.
  • Revenue- Platform- Subscription: $212.37 million versus the three-analyst average estimate of $208.11 million. The reported number represents a year-over-year change of +21.5%.
  • Revenue- Platform- Usage: $72.12 million compared to the $67.69 million average estimate based on three analysts. The reported number represents a change of +24.4% year over year.
  • Non-GAAP gross profit- Professional Services & Other: $-12.18 million versus the five-analyst average estimate of $-9.51 million.
  • Non-GAAP gross profit- Platform: $230.62 million versus $223.22 million estimated by five analysts on average.

View all Key Company Metrics for ServiceTitan Inc. here>>>

Shares of ServiceTitan Inc. have returned +1.2% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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