FAIR ISAAC CORP
FICOSoftware & IT
Latest available resultsJune 30, 2026Quarter · 10-Q filed Jul 29, 2026
Results announcedNovember 4, 2026EPS vs forecast ▲ +1.1%Detailed filing pending
Next reportJanuary 26, 2027forecast 10.174 $/share
Revenue
$674.19M
▲ +25.7% vs prior year YoY
Net income
$237.17M
▲ +30.5% vs prior year YoY
EPS
10.45$
▲ +41.2% vs prior year YoY
Net margin
35.2%
▲ +1.3 pp vs prior year YoY
Revenue▲ +25.7%
Margins (% of revenue)GrossOperatingNet
Net income▲ +30.5%
EPS▲ +41.2%
Financial statements
View 10-Q filed July 29, 2026 on SEC ↗| Metric | Sep 2024* | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025* | Dec 2025 | Mar 2026 | Jun 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $453.81M | $439.97M | $498.74M | $536.41M | $515.75M | $511.96M | $691.68M | $674.19M | ▲ +25.7% |
| Gross profit | $364.24M | $352.62M | $411.11M | $448.84M | $424.57M | $424.70M | $600.48M | $587.17M | ▲ +30.8% |
| Operating income | $197.18M | $179.53M | $245.65M | $262.52M | $237.16M | $234.05M | $402.46M | $362.63M | ▲ +38.1% |
| Net income | $135.69M | $152.53M | $162.62M | $181.79M | $155.01M | $158.37M | $264.46M | $237.17M | ▲ +30.5% |
| R&D | $44.21M | $45.15M | $45.04M | $47.21M | $50.95M | $49.91M | $53.92M | $53.71M | ▲ +13.8% |
| EPS (diluted) | — | 6.14 $ | 6.59 $ | 7.40 $ | — | 6.61 $ | 11.14 $ | 10.45 $ | ▲ +41.2% |
| Margins (% of revenue) | |||||||||
| Gross | 80.3 % | 80.1 % | 82.4 % | 83.7 % | 82.3 % | 83.0 % | 86.8 % | 87.1 % | ▲ +3.4 pt |
| Operating | 43.4 % | 40.8 % | 49.3 % | 48.9 % | 46.0 % | 45.7 % | 58.2 % | 53.8 % | ▲ +4.8 pt |
| Net | 29.9 % | 34.7 % | 32.6 % | 33.9 % | 30.1 % | 30.9 % | 38.2 % | 35.2 % | ▲ +1.3 pt |
| Balance sheet | |||||||||
| Assets | $1.72B | $1.71B | $1.84B | $1.86B | $1.87B | $1.85B | $2.05B | $2.04B | ▲ +9.4% |
| Liabilities | $2.68B | $2.84B | $2.96B | $3.26B | $3.61B | $3.66B | $4.15B | $6.13B | ▲ +88.2% |
| Equity | −$962.68M | −$1.14B | −$1.12B | −$1.40B | −$1.75B | −$1.81B | −$2.10B | −$4.10B | ▼ -193.2% |
| Cash | $150.67M | $184.25M | $146.64M | $189.05M | $134.14M | $162.03M | $219.42M | $248.44M | ▲ +31.4% |
| Capital | |||||||||
| Shares outstanding | 24.35M | 24.42M | 24.34M | 24.00M | 23.71M | 23.72M | 23.19M | 21.60M | ▼ -10.0% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.