Here are the 10-Q quarterly reports from Tyler Technologies, Inc. (TYL) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow TYL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full TYL filings page.
Tyler Technologies, Inc. (TYL) reported third-quarter 2026 revenue of $647.6 million, up 8.7% year over year, and net income of $95.1 million, compared with $84.4 million. Subscription revenue increased 15.3% to $462.6 million; maintenance revenue was $106.2 million, down from $111.3 million. Diluted earnings per share were $2.33, versus $1.93.
For the first nine months of 2026, revenue was $1.906 billion and net income was $269.8 million. Operating cash flow was $514.1 million, compared with $409.7 million. Annualized recurring revenues, based on current-quarter subscription and maintenance revenue, were $2.28 billion as of September 30, 2026, versus $2.05 billion a year earlier, an approximately 11% increase.
Tyler issued $1.44 billion of 0.50% convertible senior notes due 2031 and repaid $600 million of notes due 2026 at maturity. It repurchased 3.6 million shares for $1.144 billion, including excise taxes, during the first nine months. The company also acquired CODY Systems for approximately $27.7 million and the remaining equity of For the Record for approximately $211.2 million, each purchase price net of cash acquired.
Tyler Technologies reported growth for the quarter ended June 30, 2026. Total revenues rose 8.2% to about $645 million, driven by 12.0% subscriptions growth to roughly $454 million and contributions from maintenance and services. Net income increased to $93.5 million from $84.6 million, with diluted EPS of $2.23 versus $1.93. For the first half, revenues grew 8.4% to $1.26 billion and net income reached $174.7 million. Annualized recurring revenues were $2.24 billion and $2.07 billion as of June 30 in the figures presented.
The Enterprise Software segment generated about $476 million of quarterly revenue and Platform Technologies about $161 million. Recent acquisitions, including the April 2026 purchase of For the Record for $257.8 million, contributed $11.4 million to second‑quarter revenue, and a $25.0 million gain was recognized on remeasurement of a prior equity investment.
Operating cash flow for the first half increased to $231.7 million from $154.5 million, funding $214.3 million of acquisition spending and share repurchases. The company issued $1.44 billion of 0.50% Convertible Senior Notes due 2031, repaid $600.0 million of 2026 notes, entered a new $1.0 billion revolving credit facility with no borrowings outstanding as of June 30, 2026, and repurchased about 2.4 million shares for $761.2 million, with $1.745 billion of repurchase authorization remaining after a new $1.5 billion plan approved in July 2026.
Tyler Technologies reported Q1 2026 revenue of $613.5 million, up 9% from $565.2 million a year earlier, driven mainly by growth in subscriptions. Subscription revenue rose to $429.7 million, a 15% increase, with SaaS fees up 23% to $222.4 million as more clients moved to cloud offerings.
Transaction-based fees grew 6% to $207.4 million despite the wind-down of a state payments contract, while maintenance fell 3% and professional services declined 5% as the company reduced custom work and gained delivery efficiencies. Gross margin improved to 48.3% from 47.3%, reflecting the higher-margin SaaS mix.
Net income was essentially flat at $81.2 million versus $81.1 million, as a higher effective tax rate of 23.7% offset operating gains. Annualized recurring revenue reached $2.15 billion, about 10% above a year earlier. Cash fell to $316.0 million from $1.02 billion after repaying $600.0 million of convertible notes in cash and repurchasing $250.1 million of stock, leaving no debt outstanding and $700.0 million of unused revolver capacity. Tyler also agreed to acquire the remaining equity of a private company for about $223 million in cash after quarter-end.
Tyler Technologies (TYL) reported Q3 results. Revenue reached $595.9 million, up from $543.3 million a year ago, led by subscriptions of $401.1 million. Net income was $84.4 million versus $75.9 million, with diluted EPS of $1.93 compared with $1.74. Gross profit rose to $281.5 million.
Enterprise Software revenue increased to $436.1 million, while Platform Technologies was $159.3 million. Recurring revenue (subscriptions and maintenance) totaled $512.4 million. Operating income was $97.9 million, and other income contributed $10.9 million.
Cash and cash equivalents were $834.1 million, and operating cash flow for the nine months was $409.7 million. Deferred revenue was $783.3 million; the company expects to recognize about 97% within 12 months. Tyler repurchased $174.7 million of treasury stock year-to-date.
Debt consisted of $600.0 million of 0.25% Convertible Senior Notes due March 2026. As of September 30, 2025, the notes were in the Free Convertibility Period; no conversions occurred. Tyler completed two SaaS acquisitions in 2025: Emergency Networking (~$19.4 million) and MyGov (~$18.2 million).