Every material Form 8-K Tyler Technologies filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Tyler Technologies reported third-quarter 2026 results for the period ended September 30, 2026, with total revenues of $647.6 million, up 8.7%, and GAAP net income of $95.1 million, or $2.33 per diluted share, up 12.7%. The company also issued full-year 2026 guidance of $2.535 billion to $2.565 billion in total revenues and $12.95 to $13.20 in non-GAAP diluted earnings per share. The filing shows the company repurchased about 8.5% of its outstanding shares year to date, which matters to shareholders as it reduces the share count.
Total revenues were $647.6 million, up 8.7%; recurring revenues were $568.8 million, up 11.0%.
GAAP net income was $95.1 million, or $2.33 per diluted share; non-GAAP diluted EPS was $3.52 versus $2.97 a year earlier.
Free cash flow was $277.0 million, up 11.9%, which the company called a quarterly record.
Repurchased 1,148,389 shares for about $379 million in the quarter, with about $1.37 billion left under existing authorizations.
Tyler Technologies reported second-quarter 2026 revenue of $645.1 million, up 8.2%, with GAAP net income up 10.5% to $93.5 million. The board also approved a $1.5 billion share repurchase plan on July 24, 2026, and the company kept its 2026 revenue and non-GAAP EPS guidance ranges in place.
Total revenues were $645.1 million, up 8.2%; SaaS revenues grew 21.7% to $230.6 million
GAAP net income was $93.5 million, or $2.23 per diluted share, up 10.5%; non-GAAP EPS was $3.08
Board approved a repurchase plan of up to $1.5 billion on July 24, 2026; about $1.745 billion remained authorized as of July 29, 2026
2026 guidance: total revenues $2.535 billion to $2.575 billion; non-GAAP diluted EPS $12.95 to $13.20
On May 28, 2026, Tyler Technologies entered into an amended and restated unsecured revolving credit agreement of up to $1 billion, maturing May 28, 2031, with Wells Fargo Bank as administrative agent. The new facility replaces the company's existing $700 million credit agreement from September 2024, which was scheduled to mature in September 2029, and Tyler had no borrowings outstanding under either facility at closing.
Revolving credit facility of up to $1 billion, unsecured, maturing May 28, 2031, replacing the $700 million facility dated September 25, 2024
No borrowings were outstanding under either the new or the 2024 credit agreement at closing
Uncommitted accordion allows an increase of up to the greater of $525 million or 100% of prior four-quarter EBITDA, plus additional debt up to a 3.25 to 1.00 total net leverage ratio
Loan pricing ranges from SOFR plus 1.125% to 1.75% or prime plus 0.125% to 0.75%, based on total net leverage; the commitment fee is initially 0.125%
Tyler Technologies closed a $1,437,500,000 offering of 0.50% convertible senior notes due July 15, 2031, including the full exercise of the initial purchasers' option. The company used about $320.7 million of the net proceeds to repurchase 1,026,900 shares and about $187.2 million to fund capped call transactions, which raise the effective conversion price to about $655.77 per share. The filing says the capped calls are expected to reduce potential dilution to shareholders, but the notes add $1.44 billion of debt.
Notes: $1,437,500,000 principal, 0.50% interest, maturing July 15, 2031, issued May 14, 2026
Initial conversion price about $405.94 per share, a premium of about 30% over the $312.27 closing price on May 11, 2026
About $320.7 million of net proceeds used to repurchase 1,026,900 shares; CEO Lynn Moore cited about 2.1 million shares repurchased year to date for about $667 million
Net proceeds about $1,408.1 million; about $187.2 million used for capped call transactions
Tyler Technologies reported first-quarter 2026 total revenues of $613.5 million, up 8.6%, and GAAP net income of $81.2 million, or $1.88 per diluted share, up from $1.84 a year earlier. The company also issued full-year 2026 guidance, with total revenues of $2.535 billion to $2.575 billion and non-GAAP diluted EPS of $12.50 to $12.75, and said the guidance reflects its April 14 acquisition of For The Record for about $223 million in cash.
Q1 2026 non-GAAP diluted EPS was $3.09, compared with $2.78 in Q1 2025; free cash flow was $102.8 million, up 112.9%.
Full-year 2026 guidance: total revenues of $2.535 billion to $2.575 billion and non-GAAP diluted EPS of $12.50 to $12.75.
The company repurchased $250 million of shares in the first quarter and about $100 million in April; about $653 million remains under its authorization as of April 29.
The company repaid $600 million of convertible notes that matured in March 2026.
Tyler Technologies reported fourth-quarter 2025 total revenues of $575.2 million, up 6.3%, with GAAP diluted EPS of $1.50, up 0.5%, and non-GAAP diluted EPS of $2.64, up 7.8%. The company also issued 2026 guidance calling for total revenues of $2.50 billion to $2.55 billion and non-GAAP diluted EPS of $12.40 to $12.65. The filing does not compare the 2026 outlook with earlier guidance, and the fourth quarter included a non-cash loss reserve of about $9.7 million tied to a contract dispute.
Q4 2025 total revenues were $575.2 million, up 6.3%; GAAP net income was $65.5 million, or $1.50 per diluted share.
Q4 2025 results included a non-cash loss reserve of about $9.7 million related to a previously disclosed contract dispute.
2026 guidance: total revenues of $2.50 billion to $2.55 billion; GAAP diluted EPS of $8.36 to $8.61; non-GAAP diluted EPS of $12.40 to $12.65.
A new $1 billion share repurchase program was recently announced by the board; the company repurchased $175 million of stock in 2025.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Tyler Technologies filing is on SEC EDGAR ↗. 8-K briefs of other companies →