Fair Isaac Corporation: Beat — EPS $11.10, Revenue $657.05M
Earnings BeatQ4 2026 · After-market
Did Fair Isaac Corporation (FICO) beat earnings today?
Yes, Fair Isaac Corporation (FICO) beat Wall Street analyst expectations for Q4 2026, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+3.64% surprise
$11.10Actual
Expected: $10.71
vs. year ago +43.4%
Total Revenue+0.88% surprise
$657.05MActual
Expected: $651.31M
vs. year ago +27.0%
Released Nov 04 · 4:15 PM ET
Earning Report
| Metric | Q4 FY26 | Q4 FY25 | YoY Change % |
|---|---|---|---|
| Revenue | $657.05M | $515.75M | +27.0% |
| Revenue detail — reported lines | |||
| └─On-premises and SaaS software | $223.70M | $182.39M | +22.6% |
| └─Professional services | $19.53M | $21.81M | -10.4% |
| └─Scores | $413.82M | $311.55M | +33.0% |
| └─Software | $243.20M | $204.20M | +19.0% |
| Net Income | $174.96M | $155.01M | +12.9% |
| GAAP Basic EPS | $8.16 | $6.48 | +25.9% |
| GAAP Diluted EPS | $8.12 | $6.42 | +26.5% |
| Non-GAAP Net Income | $239.28M | $186.95M | +28.0% |
| Non-GAAP Diluted EPS | $11.10 | $7.74 | +43.4% |
Business Highlights
- ➤Announced several deals under the FICO Preferred Program.
- ➤Continued work on bespoke pricing programs covering calendar-year 2027.
- ➤Transitioning mortgage-originations pricing to bespoke customer-specific programs.
- ➤Software ARR included 72% platform ARR growth and a 18% non-platform ARR decline.
- ➤FICO solutions support businesses in more than 70 countries.
- ➤FICO holds more than 200 U.S. and foreign patents.
Management Commentary
Will Lansing, chief executive officer
“I am proud of our performance in FY26. Our team continues to execute well despite a turbulent macro environment.”