“The increase was primarily due to a $3.7 million decline in interest expense resulting from the repayment, in full, of our term loan in fiscal 2026, partially offset by a $2.1 million decrease in interest income.”10-Q · Sep 8, 2026 ↗
ServiceTitan, Inc.
TTAN
Market read
ServiceTitan, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 36 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
- Research and development personnel costs rose with salary increases and headcount growth, including senior engineering hires.
- Repayment of the term loan reduced interest expense in the latest filing.
Invalidation: The isolated read changes if TTAN's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 36 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Research and development personnel costs rose with salary increases and headcount growth, including senior engineering hires.
- Repayment of the term loan reduced interest expense in the latest filing.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +24.5% year over year.
- Operating margin changed +12.2 percentage points in the latest annual period.
- Net margin changed +14.3 percentage points in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 5 filings.
- Restructuring and cost reductions has repeated adverse evidence across 4 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 11, 2026
54.67Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The increase in research and development expense was primarily driven by an increase of $37.9 million in personnel-related costs due to annual salary increases and headcount growth, including hiring of senior level personnel to support the engineering functio…”10-Q · Sep 8, 2026 ↗
“The decrease in general and administrative expense was primarily driven by a decrease of $2.9 million of impairment losses on operating lease assets and related property and equipment for office spaces that we ceased to use.”10-Q · Jun 5, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for TTAN. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for TTAN. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind TTAN
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
CDTHYFiling-linked nameinvesteeMar 25, 2026 ▾
“Business Combination Conduit Tech In October 2025, the Company acquired 100 % of the outstanding equity of Conduit Tech, Inc.”
MSFTMicrosoft CorporationcustomerJun 12, 2025 ▾
“We currently host our platform and serve our customers primarily using Microsoft Azure (“Azure”).”
MSFTMicrosoft CorporationpartnerJun 5, 2026 ▾
“We currently host our platform and serve our customers primarily using Microsoft Azure (“Azure”).”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
TTAN is currently a Follower in the organic co-movement group Enterprise Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.