Form 8-K · Current report
Fair Isaac 8-K, filed Nov 4, 2026
- Filed
- CIK
- 0000814547
- Accession no.
- 0000814547-26-000037
Summary
Fair Isaac (FICO) reported fourth-quarter fiscal 2026 revenue of $657.0 million, up 27% from $515.8 million a year earlier, and GAAP net income of $175.0 million, or $8.12 per diluted share, versus $155.0 million, or $6.42, in the prior-year period. The quarter included a $65 million accrual for a proposed settlement of antitrust class actions over its Scores business, a $48 million gain on the sale of a minority equity investment, and a $27 million restructuring charge for a workforce reduction, and the company said it is not providing fiscal 2027 guidance amid a transition to bespoke mortgage origination pricing and elevated interest rates.
Key points
- Non-GAAP net income was $239.3 million, or $11.10 per share, versus $187.0 million, or $7.74 per share, a year earlier.
- Scores segment revenue rose 33% to $413.8 million and Software revenue rose 19% to $243.2 million.
- Software annual recurring revenue was up 14% year-over-year, with platform ARR up 72% and non-platform ARR down 18%.
- CEO Will Lansing said the team continues to execute well despite a turbulent macro environment.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02. Results of Operations and Financial Condition. Item 9.01. Financial Statements and Exhibits. Exhibit 99.1 Signature Item 2.02. Results of Operations and Financial Condition. On November 4, 2026, Fair Isaac Corporation (the “Company”) reported its financial results for the quarter ended September 30, 2026. See the Company’s press release dated November 4, 2026, which is furnished as Exhibit 99.1 hereto and incorporated by reference in this Item 2.02. Item 9.01 Financial Statements and Exhibits. (d) Exhibits. …
An excerpt of the text as filed with the SEC, cut for length.
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