| TYL |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$655M vs. cons ~$648M |
MEDIUM |
| TYL |
Report |
Non-GAAP EPS (Q2 2026) |
BEAT |
pred ~$3.18 vs. cons ~$3.14 |
MEDIUM |
| TYL |
Report |
SaaS Revenue Growth y/y (Q2 2026) |
BEAT |
pred ~22% (~$231M) vs. cons ~19% (~$226M) |
MEDIUM |
| TYL |
Guide |
FY2026 Total Revenue Guidance |
UNCHANGED |
guide ~$2.535B-$2.575B (mid $2.555B) vs. cons ~$2.56B (FY2026) |
MEDIUM |
| TYL |
Guide |
FY2026 Non-GAAP EPS Guidance |
UNCHANGED |
guide ~$12.80-$13.05 (mid $12.93) vs. cons ~$12.90 (FY2026) |
MEDIUM |
| TYL |
Guide |
SaaS growth streak / bookings momentum commentary |
BETTER |
guide ~22%+ SaaS growth (23rd straight 20%+ quarter) vs. cons ~19% implied deceleration (Q3 2026 outlook) |
LOW |
| TYL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
LOW |
| TYL |
Return |
5-day cumulative residual |
-3.5% (FADE) |
Stock already ran +12% in the two sessions into the print (297→333) on a broad SaaS/software rotation trade rather than TYL-specific news, front-loading much of the 'beat-and-raise' optimism. With FY26 guidance already lifted twice this year (April for FTR M&A, May/June for convert-driven accretion) and EPS explicitly back-half weighted (~53% in H2), a solid Q2 print is unlikely to trigger a third raise, capping the incremental read-through to out-period (H2/FY27) estimates. Absent fresh AI-monetization proof points or an upside guide, the pre-print 'hope rally' likely partially unwinds over the following days, mirroring the Q1 pattern where an initial post-earnings pop (~+4.5% residual) reversed almost immediately and gave way to weeks of fade. |
MEDIUM |