ServiceTitan NASDAQ: TTAN reported 25% year-over-year revenue growth for its fiscal first quarter of 2027, as executives said the company benefited from healthy demand across residential and commercial trades, stronger gross transaction volume and early traction for its AI-focused Max offering. Co-founder and CEO Ara Mahdessian said ServiceTitan's focus on customer return on investment helped produce "healthy efficiency, and record operating margins" in the quarter. The company is positioning Max as part of ...

核心财务表现 - 截至2026年4月的季度，公司营收为2.6882亿美元，同比增长24.6%，超出Zacks一致预期（2.563亿美元）4.89% [1] - 季度每股收益为0.37美元，较去年同期的0.18美元大幅增长，超出Zacks一致预期（0.28美元）32.14% [1] - 过去一个月，公司股价回报率为+15.6%，显著跑赢Zacks S&P 500综合指数的+4.6%涨幅 [3] 关键运营指标 - 总交易额达217亿美元，高于四位分析师平均预估的204.2亿美元 [4] - 平台业务营收为2.6056亿美元，同比增长25.3%，超出六位分析师平均预估的2.4692亿美元 [4] - 专业服务及其他业务营收为826万美元，同比增长7.1%，略高于六位分析师平均预估的801万美元 [4] 平台业务细分表现 - 平台订阅收入为2.0204亿美元，超出四位分析师平均预估的1.9485亿美元 [4] - 平台使用收入为5853万美元，超出四位分析师平均预估的5147万美元 [4] 非GAAP毛利率表现 - 平台业务非GAAP毛利润为2.1172亿美元，高于五位分析师平均预估的1.9836亿美元 [4] - 专业服务及其他业务非GAAP毛利润为亏损934万美元，低于五位分析师平均预估的亏损777万美元 [4]

核心业绩表现 - 每股收益为0.37美元，超出市场预期的0.28美元，上年同期为0.18美元 [1] - 营收为2.6882亿美元，超出市场预期4.89%，上年同期为2.1569亿美元 [2] - 本季度盈利超出预期32.14%，上一季度盈利超出预期50% [1] - 过去四个季度，公司均超出每股收益和营收的市场预期 [2] 股价与市场表现 - 年初至今股价下跌约31.8%，同期标普500指数上涨10.4% [3] - 股价的短期走势将主要取决于管理层在财报电话会议中的评论 [3] 未来展望与预期 - 当前市场对下个季度的共识预期为：营收2.8115亿美元，每股收益0.37美元 [7] - 当前财年的共识预期为：营收11.2亿美元，每股收益1.29美元 [7] - 在本次财报发布前，盈利预期的修正趋势好坏参半，公司当前Zacks评级为3（持有） [6] - 未来盈利预期的变化是影响股价的关键因素 [4][5] 行业背景 - 公司所属行业为Zacks互联网-软件行业 [2] - 该行业在250多个Zacks行业中排名前32% [8] - 研究显示，排名前50%的行业表现优于后50%，优势超过2比1 [8] 同业比较 - 同属Zacks计算机与技术板块的捷普公司预计将于6月17日公布截至2026年5月的季度业绩 [9] - 市场预期捷普公司季度每股收益为3.08美元，同比增长20.8%，过去30天预期未变 [9] - 市场预期捷普公司季度营收为85.3亿美元，同比增长9% [10]

ServiceTitan (NasdaqGS:TTAN) Q1 2027 Earnings call June 04, 2026 05:00 PM ET Company Participants Ara Mahdessian - Co-Founder and CEO Dave Sherry - CFO Jason Rechel - VP of Investor Relations Vahe Kuzoyan - Co-Founder and President Conference Call Participants Adam Hotchkiss - Analyst Andrew Sherman - Analyst Billy Fitzsimmons - Analyst Brian Peterson - Analyst Connor Passarella - Analyst DJ Hynes - Analyst Jackson Bogli - Analyst Jason Celino - Analyst John McShane - Analyst Josh Baer - Analyst Nick Altman ...

ServiceTitan (NasdaqGS:TTAN) Q1 2027 Earnings call June 04, 2026 05:00 PM ET Company Participants Ara Mahdessian - Co-Founder and CEO Dave Sherry - CFO Jason Rechel - VP of Investor Relations Vahe Kuzoyan - Co-Founder and President Adam Hotchkiss - Analyst Andrew Sherman - Analyst Billy Fitzsimmons - Analyst Brian Peterson - Analyst Connor Passarella - Analyst DJ Hynes - Analyst Jack McShane - Analyst Jackson Bogli - Analyst Jason Celino - Analyst Josh Baer - Analyst Nick Altmann - Analyst Richard Poland - ...

ServiceTitan (NasdaqGS:TTAN) Q1 2027 Earnings call June 04, 2026 05:00 PM ET Speaker14 Thank you for standing by, and welcome to ServiceTitan's fiscal first quarter 2027 earnings conference call. Currently, all participants are in a listen-only mode. After the speaker's presentation, there will be a question- and-answer session. To ask a question during the session, you will need to press star one one on your telephone. To remove yourself from the queue, please press star one one again. I would now like to ...

Investor Presentation Summer 2026 | Q1FY27 1 Forward-Looking Statements & Other Disclaimers This presentation contains forward-looking statements within the meaning of the Securities Act of 1933, as amended, the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Words such as "anticipate," "believe," "contemplate," "continue," "could," "estimate," "expect," "goal," "intend," "likely," "may," "plan," "potential," "predict," "project," "seek," "should," "str ...

Exhibit 99.1 ServiceTitan Announces Fiscal First Quarter Financial Results LOS ANGELES – June 4, 2026 – ServiceTitan (NASDAQ: TTAN), the software platform that powers the trades, today announced financial results for the fiscal first quarter ended April 30, 2026. "Our customers are off to a strong start in fiscal year 2027," said Ara Mahdessian, Co-Founder and CEO. "We continue to execute on our core multi-year growth vectors, we're delivering the Agentic Operating System to the Trades, and we're improving ...

基金一季度业绩表现 - Baron SMID Cap ETF在2026年第一季度净值下跌10.56%，而基准指数罗素2500成长指数下跌3.52%，基金表现不及基准[1] - 市场环境对自下而上的投资者构成挑战，因资金涌向少数受益于人工智能支出的"赢家"公司，并抛售被视为"输家"的公司，导致市场价格与基本面价值脱节[1] - 伊朗冲突的爆发也影响了投资组合在该季度的表现[1] ServiceTitan公司表现与持仓变动 - ServiceTitan是一家为贸易行业提供商业管理软件平台的云软件公司，其股票在2026年第一季度对基金业绩产生了负面影响[3] - 尽管公司公布了强劲的2026财年第四季度业绩，并给出了超出预期的2027财年初步指引，但其股价仍然疲软[3] - 股价疲软归因于全行业对人工智能的担忧，市场担心如Anthropic等AI公司可能对软件业务产生负面影响，这种担忧短期内难以证伪[3] - 基金已出售ServiceTitan的持仓，以重新配置到更具信心的中小盘软件股想法上[3] - 截至2026年6月3日，ServiceTitan股价报收于每股72.63美元，市值为69.3亿美元[2] - 其一个月回报率为11.23%，但过去52周股价累计下跌36.60%[2] - 2026年第一季度末，共有44只对冲基金持有ServiceTitan，较前一季度的48只有所减少[5] 市场与行业趋势 - 2026年第一季度，投资者资金集中于少数受益于人工智能支出的"AI赢家"公司[1] - 人工智能领域的投资活动活跃，例如Alphabet宣布投入90亿美元用于人工智能和云业务的扩张[5] - 市场存在观点认为，某些人工智能股票相比ServiceTitan等公司，可能具备更大的上涨潜力和更小的下行风险[5]