| Observed figure | Source and period | What it establishes | What it does not establish |
|---|---|---|---|
| ServiceTitan revenue $961.0 million, up 24% year on year; approximately 10,800 active customers | Company FY2026 results, released 12 March 2026, year ended 31 January 2026 | Scale and growth of one broad trades-software supplier | HVAC quoting revenue, target-cohort penetration or industry market size |
| ServiceTitan quarterly revenue $292.8 million, up 21% year on year | Fiscal Q2 results, released 8 September 2026, quarter ended 31 July 2026 | A more recent company-level growth observation | Annual market growth or a forecast for commercial HVAC contractors |
| 61% of surveyed contractors were using AI or planned to increase investment in it, compared with 44% in the previous survey | AGC's 2026 outlook, released 8 January 2026 | Broad construction interest combining use and investment intentions | A 61% adoption rate for HVAC estimating, proven savings or willingness to buy a particular product |
| 951 contractor respondents; fieldwork 4 November–15 December 2025, covering 49 states and Washington, DC | AGC survey release | The survey's scale and timing | A census, a random sample of this desk's buyer cohort, or October 2026 sentiment |
Editorial interpretation: the evidence supports an active supplier market and continuing product investment. It does not support a defensible compound annual growth rate for the narrow segment. Budget against measurable workload and procure an exit path even when a vendor is expanding.
Sources cited on this page
- Company FY2026 resultsinvestors.servicetitan.com
- Fiscal Q2 resultsinvestors.servicetitan.com
- AGC's 2026 outlookagc.org