Software firm Fair Isaac beats Q2 revenue estimates on strength in scores segment, raises FY revenue forecast

Fair Isaac

28/04/2026 21:28

Overview

Analytics software firm's fiscal Q2 revenue rose 39%, beating analyst expectations

Adjusted EPS for fiscal Q2 beat consensus

Growth driven by 60% rise in Scores segment, led by higher mortgage scores pricing and volume

Outlook

Fair Isaac raises fiscal 2026 revenue guidance to $2.45 bln from $2.35 bln

Company now sees fiscal 2026 GAAP EPS at $35.60, up from $33.47

Fair Isaac expects fiscal 2026 non-GAAP EPS of $40.45, up from $38.17

Result Drivers

SCORES SEGMENT - 60% revenue growth in Scores segment, driven by higher mortgage origination scores pricing and increased mortgage origination volume

SOFTWARE SEGMENT - Software revenue grew 7% year-over-year, with platform ARR up 49% and non-platform ARR down 8%

Company press release: ID:nBwbKLSJka

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$691.68 mln
$629.80 mln (16 Analysts)
Q2 Adjusted EPS
Beat
$12.50
$10.98 (18 Analysts)
Q2 Net Income
$264.46 mln
Q2 Operating income
$402.47 mln
Q2 Pretax Profit
$356.03 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 16 "strong buy" or "buy", 6 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Fair Isaac Corp is $1,628.50, about 60.6% above its April 27 closing price of $1,013.83

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 39 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)