Tyler Technologies, Inc. · TYL · Next earnings

Tyler Technologies, Inc. reports Wednesday, Oct 28, 2026

TYL reports after market close with consensus EPS at $3.45 and revenue at $651.7M. Last quarter: Tyler Technologies Beats on Q1, Raises Guidance on FTR Acquisition and Cloud Momentum

Reports After market close38 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $3.45 Calendar consensus
Consensus revenue $651.7M Calendar consensus
Report date Oct 28, 2026 Wednesday, date estimated
Session After market close 38 days away

Where TYL left off: FY2026 Q1

Full report

Tyler Technologies Beats on Q1, Raises Guidance on FTR Acquisition and Cloud Momentum

EPS surprise +3.0% Reported $3.09 vs $3.00
Revenue surprise +0.8% Reported $613.5M vs $608.7M
Stock move -4.2% Event window
Subsequent drift -8.2% Up to 20 sessions

Management raised 2026 full-year guidance versus the prior quarter's maintained stance. The raise was attributed primarily to the contribution from the For The Record acquisition (~$30M in incremental revenue) and stronger-than-expected transaction-based revenue. Prior-quarter guidance had projected revenue of $2.5-2.55B, SaaS growth of 20.5-22.5%, and transaction revenue growth of 5-7%. The raised guidance incorporates the inorganic FTR contribution alongside continued organic momentum in cloud migration and transaction services.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Uncertainty around the timing and pace of on-premise to cloud flips.
  • Dependence on AI adoption rates and the ability to monetize AI use cases.
  • Integration risks associated with the For The Record acquisition.
  • Potential variability in large public-sector RFP cycles and bookings.
  • Exposure to working-capital timing that can affect cash flow quarter-to-quarter.

Questions analysts left open

  • Clarity on organic vs. inorganic contributions to updated SaaS revenue guidance.
  • Cadence and volume of on-premise to cloud flips throughout the year.
  • Speed of ramp-up for the 40-50 AI use cases announced at Connect.
  • Sustainability of bookings strength and win-rate trends.
  • Capital allocation priorities, especially capex levels and share-repurchase pace.

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Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.