Highest-materiality recent filing
FICO borrows $1.5B, authorizes $2B buyback, launches $1.5B ASR
New $2.0B stock buyback authorization replaces remaining availability under prior $1.5B program.
FICO Q2 fiscal 2026 EPS $11.14 on revenue of $692M, up 39% YoY
GAAP net income $264.5M ($11.14/share) vs $162.6M ($6.59) in prior-year quarter.
FICO issues $1.0B of 6.250% Senior Notes due 2034, to redeem $400M 5.25% 2026 notes
Issued $1.0B aggregate principal amount of 6.250% Senior Notes due 2034.
FICO launches $1.0B senior notes offering due 2034 to refinance debt and fund buybacks
Offering $1.0B aggregate principal of Senior Notes due 2034 in private placement under Rule 144A/Reg S.
FICO prices $1.0B of 6.250% Senior Notes due 2034; to redeem $400M 5.25% notes due 2026
Priced $1.0B aggregate principal amount of 6.250% Senior Notes due 2034 at 100% of par.
FICO Q1 fiscal 2026 GAAP EPS $6.61 vs $6.14; revenue $512M up 16% YoY
GAAP net income $158.4M ($6.61 per share) versus $152.5M ($6.14) prior year.
FICO Q4 FY2025 revenue $516M (+14% YoY); GAAP EPS $6.42, Non-GAAP $7.74
Revenue rose to $516M from $454M in prior-year quarter, a 14% increase.
FICO Q3 FY2025 EPS $7.40 vs $5.05 YoY; revenue $536M, up 20%
GAAP net income $181.8M ($7.40/diluted share) vs $126.3M ($5.05) in prior-year quarter.
FICO closes $1.5B senior notes offering and $1B revolving credit facility
Closed $1.5B aggregate principal of 6.000% Senior Notes due 2033, priced at par, unsecured.
FICO Q2 FY2025: Revenue $499M, GAAP EPS $6.59, Non-GAAP EPS $7.81
Revenue $499M vs $434M in prior year, up 15%.
FICO Q1 FY2025 EPS $6.14, revenue $440M, up 15% YoY
GAAP net income $152.5M ($6.14/sh) vs $121.1M ($4.80/sh) a year ago.
FICO reports Q4 FY2024 EPS $5.44 on revenue $454M, up 16% YoY
GAAP EPS $5.44 vs $4.01 YoY; Non-GAAP EPS $6.54 vs $5.01.
FICO Q3 revenue up 12% to $448M; non-GAAP EPS $6.25 vs $5.66 YoY
GAAP net income $126.3M ($5.05 EPS) vs $128.8M ($5.08 EPS) in prior year, which included a large one-time adjustment.
FICO Q2 fiscal 2024 EPS $5.16 vs $4.00; revenue up 14% to $434M
GAAP net income $129.8M ($5.16 EPS) vs $101.6M ($4.00 EPS) in prior-year quarter.
FICO Q1 FY2024 GAAP EPS $4.80 vs $3.84 YoY; Revenue $382M up 11%
GAAP net income $121.1M, EPS $4.80; prior year $97.6M, EPS $3.84.
FICO Q4 GAAP EPS $4.01 vs $3.55; revenue $390M, up 12% YoY
GAAP net income $101.4M ($4.01/diluted share) vs $90.7M ($3.55) prior year.
FICO Q3 FY2023 EPS $5.08 vs $3.61; revenue $399M, up 14% YoY
GAAP net income $128.8M ($5.08 EPS), up from $93.5M ($3.61 EPS) in prior year.
FICO grants CEO William Lansing ~$30M retention award of MSUs and options
~$30M retention award to CEO William Lansing: 19,576 target MSUs and 52,082 non-qualified stock options.
FICO appoints Steve Weber as permanent CFO effective May 15, 2023
Weber was interim CFO since Jan 2023; previously VP of IR, Tax and Treasury for nearly 20 years at FICO.
FICO reports Q2 FY2023 GAAP EPS of $4.00 on revenue of $380M, up 6.4% YoY
Net income $101.6M ($4.00 diluted EPS) vs $104.4M ($3.95) prior year; revenue $380M vs $357M.
FICO Q1 FY2023 EPS $3.84 on revenue of $345M, up 7% YoY
GAAP net income $97.6M ($3.84/sh) vs $85.0M ($3.09/sh) year ago.
FICO announces CFO transition; reiterates FY2023 guidance with Siron adjustment
Michael McLaughlin resigns as CFO effective Jan 13, 2023 to pursue another opportunity.
FICO Q4 GAAP EPS $3.55, revenue $349M vs $335M YoY
Net income $90.7M ($3.55 diluted EPS) vs $85.7M ($3.00) prior year.
FICO Q3 FY2022 GAAP EPS $3.61 vs $5.18 prior; revenue $349M up 3% YoY
Net income $93.5M ($3.61/share) vs $151.2M ($5.18) prior year; prior included $92.8M pre-tax gain on product line sale.
FICO Q2 fiscal 2022 GAAP EPS $3.95, revenue $357M, up 8% YoY
GAAP net income $104.4M ($3.95 per share) vs $68.7M ($2.33) prior year.
FICO Q1 fiscal 2022: revenue $322M, non-GAAP EPS $3.70 vs $2.74 YoY
GAAP net income $85.0M ($3.09 EPS) vs $86.5M ($2.90) a year ago.
FICO prices $550M add'l 4.000% Senior Notes due 2028; proceeds to repay revolver
Priced $550M aggregate principal of 4.000% Senior Notes due 2028 at 99.750% of par.
FICO Q4 FY2021: GAAP EPS $3.00, revenue $335M down 10% YoY
GAAP net income $85.7M ($3.00/share) vs $59.1M ($1.98) prior year.
FICO adds $300M unsecured term loan to credit facility; matures 2026
Initial Term Loan of $300M, due August 19, 2026; quarterly repayments of $3.75M starting March 31, 2022.
FICO enters $600M credit agreement, draws $475M to refinance debt
New $600M unsecured five-year revolving credit facility, replacing prior facility.
FICO Q3 FY2021: GAAP EPS $5.18 (incl. gain), Non-GAAP EPS $3.38; Revenue $338M
GAAP net income $151.2M, EPS $5.18 vs $64.1M ($2.15) prior year; includes $92.8M pre-tax gain on sale of Debt Collections business.
Ms. Covert resigned from her position as Executive Vice President, Software effective November 2, 2023, but will remain employed by the Company in a non-executive officer position as the Company’s Vice President, Software Technology through December 31, 2023.
On August 22, 2023, Fair Isaac Corporation (the “Company”) elected Henry Tayloe Stansbury to the Board of Directors (the “Board”) of the Company as an independent director, effective immediately
On May 15, 2023, Fair Isaac Corporation (the “Company”) announced that Steven P. Weber, age 60, who currently serves as the Company’s Vice President and Interim Chief Financial Officer, has been appointed to serve as the Company’s Executive Vice President and Chief Financial Officer, effective as of May 15, 2023.
Steven P. Weber, age 60, who currently serves as the Company’s Vice President of Investor Relations, Tax and Treasury, has been appointed to serve as Vice President, Interim Chief Financial Officer effective as of January 13, 2023, until a permanent successor is appointed.
Michael I. McLaughlin, Executive Vice President and Chief Financial Officer, intends to resign his employment from the Company, effective as of January 13, 2023, for a new professional opportunity.
In connection with this organizational change, Claus Moldt, previously the Company’s Executive Vice President, Chief Technology Officer, has transitioned into the role of Vice President, Technology with the Company, effective as of January 6, 2022.
On January 10, 2022, Fair Isaac Corporation (the “Company”) announced that Stephanie Covert has taken on an expanded role as Executive Vice President, Software, where she will be responsible for all elements of the Company’s software business, including software technology, product management, service, sales and marketing functions.
Max materiality 0.85 · Median 0.65 · Most common event earnings