Filing Flows › Fair Isaac (FICO) › Guidance history
Fair Isaac (FICO) guidance history: what it guided and what it reported
Fair Isaac gave guidance in 12 earnings releases on file since Nov 8, 2023. Of 4 guided periods since reported, it met or beat its own guidance 3 times (75%). Revenue: 2 of 2, on average +0.4% against the guided midpoint. Its releases raised guidance 5 times and lowered it 0 times.
Revenue
Met or beat 2 of 2 periods (0 above, 2 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY26 | $2.4B (Nov 5, 2025) → reaffirmed $2.4B (Jan 28, 2026) → raised $2.5B (Apr 28, 2026) → raised $2.5B (Jul 29, 2026) | $2.5B | within the range | +0.2% |
| FY25 | $2.0B (Nov 6, 2024) → reaffirmed $2.0B (Feb 4, 2025) → reaffirmed $2.0B (Apr 29, 2025) → reaffirmed $2.0B (Jul 30, 2025) | $2.0B | within the range | +0.6% |
| FY24 | $1.7B (Nov 8, 2023) → reaffirmed $1.7B (Jan 25, 2024) → raised $1.7B (Apr 25, 2024) → raised $1.7B (Jul 31, 2024) | — | — | — |
GAAP net income
Met or beat 1 of 2 periods (1 above, 0 within, 1 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY26 | $795M (Nov 5, 2025) → reaffirmed $795M (Jan 28, 2026) → raised $825M (Apr 28, 2026) → raised $850M (Jul 29, 2026) | $835M | below the range | -1.8% |
| FY25 | $624M (Nov 6, 2024) → reaffirmed $624M (Feb 4, 2025) → reaffirmed $624M (Apr 29, 2025) → raised $630M (Jul 30, 2025) | $652M | above the range | +3.5% |
| FY24 | $495M (Apr 25, 2024) → raised $500M (Jul 31, 2024) | — | — | — |
Net income
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY24 | $490M (Nov 8, 2023) → reaffirmed $490M (Jan 25, 2024) | — | — | — |
EPS
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY24 | $19.45 (Nov 8, 2023) → reaffirmed $19.45 (Jan 25, 2024) | — | — | — |
GAAP EPS
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY26 | $33.47 (Nov 5, 2025) → reaffirmed $33.47 (Jan 28, 2026) → raised $35.60 (Apr 28, 2026) → raised $36.86 (Jul 29, 2026) | — | — | — |
| FY25 | $25.05 (Nov 6, 2024) → reaffirmed $25.05 (Feb 4, 2025) → reaffirmed $25.05 (Apr 29, 2025) → raised $25.60 (Jul 30, 2025) | — | — | — |
| FY24 | $19.70 (Apr 25, 2024) → raised $19.90 (Jul 31, 2024) | — | — | — |
Stock-based compensation
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY26 | $166M (Nov 5, 2025) → reaffirmed $166M (Jan 28, 2026) | — | — | — |
| FY25 | $157M (Nov 6, 2024) → reaffirmed $157M (Feb 4, 2025) → reaffirmed $157M (Apr 29, 2025) | — | — | — |
The latest quarter
Fair Isaac, Q4 FY26: revenue $657M (+27% year over year), operating margin 40.6%, net earnings $175M, operating cash flow $294M. The chart follows the revenue to costs, profit and cash.
Questions
Does Fair Isaac beat its guidance?
Fair Isaac gave guidance in 12 earnings releases on file since Nov 8, 2023. Of 4 guided periods since reported, it met or beat its own guidance 3 times (75%). Revenue: 2 of 2, on average +0.4% against the guided midpoint.
How often does Fair Isaac raise guidance?
Its earnings releases raised guidance 5 times and lowered it 0 times since Nov 8, 2023.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.