$FICO (FAIR ISAAC) — Q3 FY26

FICO reported GAAP EPS of $10.45, beating consensus of $9.50 by $0.95 (10%). Revenue of $674M rose 26% YoY, well above expectations, driven by a 41% surge in Scores revenue. The key driver was a 49% jump in B2B scoring revenue, fueled by higher mortgage origination scores unit price. Guidance was raised: FY2026 revenue now $2.53B (from $2.45B) and Non-GAAP EPS $42.43 (from $40.45).

FICO reported GAAP EPS of $10.45, beating consensus of $9.50 by $0.95 (10%). Revenue of $674M rose 26% YoY, well above expectations, driven by a 41% surge in Scores revenue. The key driver was a 49% jump in B2B scoring revenue, fueled by higher mortgage origination scores unit price. Guidance was raised: FY2026 revenue now $2.53B (from $2.45B) and Non-GAAP EPS $42.43 (from $40.45).