earnings
confidence high
sentiment positive
materiality 0.75
Tyler Tech Q4 2025: SaaS revs +20.2%, free cash flow $236.9M, issues FY26 guidance
TYLER TECHNOLOGIES INC
2025-FY EPS
reported $7.20
vs consensus $2.75
▲ beat
(+161.7%)
- Q4 total revenue $575.2M (+6.3%); SaaS revenue $208.3M (+20.2%); ARR $2.1B (+10.9%).
- Q4 GAAP EPS $1.50, non-GAAP EPS $2.64 (+7.8%); free cash flow $236.9M (+9.7%).
- FY25 revenue $2.3B (+9.1%); GAAP EPS $7.20 (+20%); non-GAAP EPS $11.31 (+19.3%).
- FY26 guidance: revenue $2.50-$2.55B; GAAP EPS $8.36-$8.61; non-GAAP EPS $12.40-$12.65.
- Acquired CloudGavel and Edulink for ~$54M; board authorized $1B share repurchase program.