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Tyler delivered 21.2% SaaS revenue growth and 14% total SaaS bookings growth, while generating record quarterly free cash flow of $277 million.
Tyler Technologies Inc reported total revenue growth of 8.7% and 8.5% for the three and nine months ended September 30, 2026, driven by subscriptions growth of 15.3% and 14.0%. ARR was $2.28 billion as of September 30, 2026.
Tyler Technologies reported revenue of $647.6 million for the third quarter ended September 30, 2026, up 8.7%, with SaaS revenue up 21.2% and quarterly-record free cash flow of $277.0 million. Full year 2026 revenue guidance is $2.535 billion to $2.565 billion.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Tyler reported 11.0% recurring revenue growth, 21.2% SaaS revenue growth, 150 basis points of operating-margin expansion, record quarterly free cash flow of $277.0 million and 14% SaaS bookings growth, while issuing full-year 2026 guidance and leaving its EPS range unchanged. Cloud migrations and AI commercialization are progressing, but deal timing, transaction variability, uneven AI adoption, government-budget uncertainty and cybersecurity risks remain headwinds.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TYL
this stock
Tyler Technologies Inc
|
$16.86B | -6.6% | +18.4% | 53.4 | 7.8% |
|
SAP
Sap SE
|
$271.12B | -3.3% | — | — | 0.2% |
|
QH
QUHUO Ltd
|
$268.05B | +181.9% | +59.7% | — | 0.0% |
|
SHOP
Shopify Inc.
|
$189.23B | -8.6% | +30.1% | 89.2 | 1.5% |
|
CRM
Salesforce, Inc.
|
$179.28B | -17.8% | +25.9% | 19.9 | 3.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Tyler Technologies Inc reported total revenue growth of 8.7% and 8.5% for the three and nine months ended September 30, 2026, driven by subscriptions growth of 15.3% and 14.0%. ARR was $2.28 billion as of September 30, 2026.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| TYL | +0.8% | +17.5% | +38.0% | +7.6% | -6.6% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -1.8% | +18.7% | +37.5% | +7.7% | -17.2% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
