Fair Isaac Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
29.1%projected annual EPS growth
Analyst Coverage
19analysts covering
FY Revenue (est.)
$2.5Bnext fiscal year
FY EPS (est.)
$43.11next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q4 Fiscal 2026 Earnings Release | 4 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Scores Segment Revenue Growth Quarterly60.0%Target: Maintain double-digit growth through pricing power and FICO 10T adoption
Software Segment Annual Recurring Revenue (ARR) Growth Quarterly10.0%Target: Double-digit expansion driven by FICO Platform adoption
Non-GAAP Operating Margin Quarterly54.0%Target: Maintain above 50% leveraging high-margin Scores segment
Watch Items
- VantageScore Market PenetrationTrigger: Significant volume shift by Fannie Mae and Freddie Mac to VantageScore 4.0Action: Re-evaluate Scores segment pricing strategy and accelerate FICO 10T direct licensing program
- Federal Housing Finance Agency (FHFA) Regulatory ActionsTrigger: New mandates or fee caps restricting credit score pricingAction: Assess impact on B2B pricing power and adjust long-term revenue growth forecasts
- Interest Rate Environment and Mortgage Origination VolumesTrigger: Sustained high interest rates suppressing mortgage originations below expectationsAction: Adjust near-term Scores volume assumptions and focus on non-rate-sensitive software ARR
Research as of 2 Sep 2026