Calix vs ServiceTitan
Calix reported revenue of $1.0 billion in fiscal 2025, about the same as ServiceTitan's $961 million in fiscal 2026. Calix's revenue grew 20.3% in its latest year, and ServiceTitan's grew 24.5%. Calix had an operating margin of 2.1%, against -17.6% at ServiceTitan. Free cash flow was $116 million at Calix and $105 million at ServiceTitan. Their fiscal years end in different months (December 31 and January 31), so the periods don't line up exactly.
Side by side
| Calix | ServiceTitan | |
|---|---|---|
| Latest fiscal year | FY2025, Dec 31, 2025 | FY2026, Jan 31, 2026 |
| Revenue | $1.0B | $961M |
| Revenue growth | 20.3% | 24.5% |
| Revenue growth a year, last 5 years | 13.1% | — |
| Gross margin | 56.8% | 70.1% |
| Operating margin | 2.1% | −17.6% |
| Net margin | 1.8% | −16.6% |
| Free cash flow | $116M | $105M |
| Free cash flow margin | 11.6% | 11.0% |
| Return on capital | — | −12.1% |
| Net debt to EBITDA | — | — |
| Dividends and buybacks | $94M | $0M |
| Change in diluted share count | 5.2% | 119.2% |
| Last close | $30.60 | $81.77 |
| P/E at the last close | 44.3× | — |
| Insider trades, last 12 months | sold $6.5 million | sold $80.3 million |
| Piotroski F-score | — | 6 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
CalixServiceTitan
Operating margin
Percent of revenue
CalixServiceTitan
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
CalixServiceTitan
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Calix and ServiceTitan pages.