earnings
confidence high
sentiment positive
materiality 0.80
Tyler Technologies Q2 2026: SaaS revenue +21.7%, EPS $2.23; $1.5B buyback authorized
TYLER TECHNOLOGIES INC
- Q2 total revenue $645.1M (+8.2% YoY); GAAP EPS $2.23, non-GAAP EPS $3.08.
- SaaS revenue $230.6M (+21.7% YoY); ARR $2.24B (+8.2%).
- Free cash flow $118.5M (+34.7% YoY), a Q2 record.
- Board approved new $1.5B share repurchase plan; total remaining authorization ~$1.745B.
- FY2026 guidance: revenue $2.535B-$2.575B, non-GAAP EPS $12.95-$13.20.