Tyler Technologies (TYL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

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Tyler Technologies (TYL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Tyler Technologies (TYL) reported $575.18 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 6.3%. EPS of $2.64 for the same period compares to $2.43 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $589.62 million, representing a surprise of -2.45%. The company delivered an EPS surprise of -2.4%, with the consensus EPS estimate being $2.71.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Tyler Technologies performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Annualized Recurring Revenues (ARR): $2.1 million compared to the $2.06 million average estimate based on five analysts. Revenue- Subscriptions: $405.05 million versus the seven-analyst average estimate of $403.73 million. The reported number represents a year-over-year change of +16.1%. Revenue- Professional services: $55.31 million compared to the $63.73 million average estimate based on seven analysts. The reported number represents a change of -11.9% year over year. Revenue- Hardware and other: $8.39 million compared to the $8.42 million average estimate based on seven analysts. The reported number represents a change of +0.1% year over year. Revenue- Maintenance: $109.38 million versus $108.44 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a -4.9% change. Revenue- Software licenses and royalties: $-2.94 million versus $5.3 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a -148.2% change. Gross profit- Hardware and other: $1.98 million compared to the $2.55 million average estimate based on four analysts. Gross profit- Software licenses and royalties: $-5.53 million versus $3.67 million estimated by two analysts on average.

View all Key Company Metrics for Tyler Technologies here>>>

Shares of Tyler Technologies have returned -18.7% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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