Fair Isaac (FICO)

NYSE Information Technology Application Software S&P 500
$704.55
-2.85 (-0.40%)
Close of Nov 06, 2026 · end-of-day data
Next earnings date
Not scheduled yet
No report date announced in the next three weeks.
Consensus EPS estimate
—
Shown once a date is announced.
Last report (Nov 04)
$9.61 vs $9.20 est.
Surprise +4.5%

Earnings surprise history

reported EPS vs consensus
ReportedQuarterEPS estimateReported EPSSurprise
Nov 04, 2026Sep/2026$9.20$9.61+4.5%

Our record of FICO's reports since we began tracking; it grows each quarter.

Latest results, in brief

All FICO 8-K briefs →
Nov 4, 4:15 PM ET

FICO Q4 Revenue Rises 27% to $657 Million; Diluted EPS $8.12 vs. $6.42

Positive earnings 2.02

FICO reported fourth-quarter fiscal 2026 results for the quarter ended September 30, 2026. Revenue rose 27% to $657.0 million and GAAP diluted EPS was $8.12, up from $6.42, but net income included a $65 million proposed litigation settlement accrual, a $48 million gain on sale of an equity investment, and a $27 million restructuring charge. The company is not providing fiscal 2027 guidance, citing its transition to bespoke mortgage originations pricing and uncertain mortgage market conditions.

  • Revenue of $657.0 million vs. $515.8 million in the prior year period, an increase of 27%.
  • GAAP diluted EPS of $8.12 vs. $6.42; non-GAAP diluted EPS of $11.10 vs. $7.74.
  • Scores revenue of $413.8 million, up 33%; Software revenue of $243.2 million, up 19%.
  • No fiscal year 2027 guidance provided, due to the mortgage pricing transition and elevated interest rates.
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.

Quarter endedRevenueYoYEPS (diluted)YoYNet incomeNet margin
Sep 2026$657.05M+27.4% $8.20+27.7% $174.96M26.6%
Jun 2026$674.19M+25.7% $10.45+41.2% $237.17M35.2%
Mar 2026$691.68M+38.7% $11.14+69.0% $264.46M38.2%
Dec 2025$511.96M+16.4% $6.61+7.7% $158.37M30.9%
Sep 2025$515.75M+13.6% $6.42+18.0% $155.01M30.1%
Jun 2025$536.41M+19.8% $7.40+46.5% $181.79M33.9%
Mar 2025$498.74M+15.0% $6.59+27.7% $162.62M32.6%
Dec 2024$439.97M+15.2% $6.14+27.9% $152.53M34.7%

From Fair Isaac's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.

Annual results

Fiscal yearRevenueGrowthEPS (diluted)GrowthNet margin
FY2026$2.53B+27.3% $36.32+36.9%32.9%
FY2025$1.99B+15.9% $26.54+29.8%32.7%
FY2024$1.72B+13.5% $20.45+20.8%29.9%
FY2023$1.51B+9.9% $16.93+19.4%28.4%
FY2022$1.38B+4.6% $14.18+5.8%27.1%

Frequently asked questions

When is Fair Isaac's next earnings date?

Fair Isaac has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.

What did Fair Isaac earn last quarter?

For the quarter ended Sep 2026, Fair Isaac reported diluted EPS of $8.20 (+27.7% year over year) on revenue of $657.05M (+27.4%).

Where do these numbers come from?

Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.

Not investment advice. Figures can be restated by the company in later filings.