FAIR ISAAC CORP — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 45/100
What the filing says
FICO reported Q4 FY2026 revenue of $657.0M (vs. $515.8M prior year, +27%), with GAAP diluted EPS of $8.12 (vs. $6.42 prior year). Results included three one-time items: $65M accrual for proposed antitrust class action settlement related to Scores business, $48M gain on equity investment sale, and $27M workforce restructuring charge. Full-year FY2026 net income reached $834.967M on revenues of $2,534.873M. Management declined to provide FY2027 guidance citing uncertainty in mortgage market pricing transition and elevated interest rates.
Why this rating
Strong Q4 growth (+27% revenue, +43% non-GAAP EPS) offset by $65M antitrust settlement (~0.18% market cap) and no FY27 guidance. Mortgage-dependent; material but not transformational.
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