Earnings Call
Apr 28, 2026
Q1 FY2026
EPS Estimate
10.97
EPS Actual
7.33
Post-Earnings Close
$1043.57
Earnings Reaction
+3.3%
FICO's fiscal first quarter 2026 results reflected broad-based momentum, with revenues of $512 million rising 16% year-over-year and non-GAAP EPS of $7.33 beating the consensus estimate of $10.97 on a GAAP basis, though the reported non-GAAP figure of $7.33 and GAAP EPS of $6.61 suggest the estimate may have been on a different basis. Free cash flow of $165 million brought the trailing twelve-month total to $718 million, up 7% year-over-year, and the company repurchased 95,000 shares at an average of $1,707 per share during the quarter. Management reiterated full-year fiscal 2026 guidance while signaling high confidence in exceeding it, choosing to defer a formal raise until the Q2 call given macro uncertainty, particularly around interest rates and the Federal Reserve's posture.
Report generated on Apr 27, 2026
AI-generated earnings analysis. Not investment advice.
Chief Executive Officer
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
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