Seeking Alpha·Sep 15, 2026
Tyler Technologies, Inc. (TYL) Presents at Piper Sandler 5th Annual Growth Frontiers Conference TranscriptTyler Technologies, Inc. (TYL) Presents at Piper Sandler 5th Annual Growth Frontiers Conference Transcript
Tyler Technologies is executing a strategic shift to recurring SaaS revenue, evidenced by 8.2% revenue growth in Q2 2026 and deferred revenue up 11.8% sequentially to $816.9M. However, the transition is proving costlier than expected, with R&D and SG&A expense...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 8.2% year-over-year to $645.1M in Q2 2026, but operating margin contracted to 14.7% from 16.0% a year earlier as R&D and SG&A costs outpaced revenue growth.
Tyler Technologies is a leading provider of specialized software for U.S. local governments, offering scale and recurring revenue resilience.
The company demonstrates robust growth in SaaS revenues, driven by cloud-based subscription adoption.
Strategic acquisitions in the public sector enhance Tyler Technologies' market position and growth potential.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $3.08+1.0% vs $3.05 | $645M-0.4% vs $648M |
Q2 2026 Apr 29, 2026 | $3.09+3.0% vs $3.00 | $614M+0.8% vs $609M |
Q1 2026 Feb 11, 2026 | $2.64-2.6% vs $2.71 | $575M-2.7% vs $591M |
Q4 2025 Oct 29, 2025 | $2.97+3.8% vs $2.86 | $596M+0.3% vs $594M |
Tyler Technologies, Inc. (TYL) Presents at Piper Sandler 5th Annual Growth Frontiers Conference Transcript
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California State Teachers Retirement System raised its position in shares of Tyler Technologies, Inc. (NYSE: TYL) by 29,674.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 19,141,507 shares of the technology company's stock after acquiring an additional
Tyler Technologies, Inc. (TYL) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Benchmark TYL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Tyler Technologies, Inc. (TYL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $331.05 | $13.56B | 45.98 | 9.1% | 13.53% | 8.9% | — | |
| $80.69 | $2.3B | 40.75 | 2.18% | 5.14% | 21.99% | — | |
| $19.67 | $2.15B | 393.40 | 10.01% | 5.4% | 3.32% | — | |
| $18.09 | $1.94B | -39.33 | 32.89% | -9.21% | -12.48% | — | |
| $224.61 | $12.26B | 27.80 | 8.95% | 22.78% | 40.43% | — | |
| $145.71 | $7.8B | 29.62 | 11.04% | 15.23% | 23.44% | — |
Tyler Technologies, Inc. (TYL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Tyler Technologies, Inc. (TYL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 29, 2026·SEC
Jun 12, 2026·SEC
May 29, 2026·SEC
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Tyler Technologies, Inc. (TYL) stock FAQ — growth, dividends, profitability & financials explained
Tyler Technologies, Inc. (TYL) reported $2.43B in revenue for fiscal year 2025. This represents a 1792% increase from $128.4M in 1996.
Tyler Technologies, Inc. (TYL) grew revenue by 9.1% over the past year. This is steady growth.
Yes, Tyler Technologies, Inc. (TYL) is profitable, generating $324.6M in net income for fiscal year 2025 (13.5% net margin).
Tyler Technologies, Inc. (TYL) has a return on equity (ROE) of 8.9%. This is below average, suggesting room for improvement.
Tyler Technologies, Inc. (TYL) generated $714.3M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
