Tyler Technologies (TYL)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$364.03-4.02%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · TYL
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-09-04.
The screen ranks TYL against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Sustain and accelerate SaaS revenue growth with focus on public sector digital modernization and cloud adoption.
Stated as a priority in 8 of last 8 quarters. SaaS revenues grew consistently above 20% each quarter, reaching $230.6 million in 2026-Q2 and ARR grew from $1.86 billion in 2024-Q4 to $2.24 billion in 2026-Q2. Management has consistently emphasized SaaS growth and the trajectory is delivering strong sustained growth.
“SaaS revenues grew 21.7%, marking 22 consecutive quarters of 20% or greater SaaS growth”
“SaaS revenues grew 23.5% to $222.4 million, extending 21 consecutive quarters of 20%+ growth”
“SaaS revenues grew 20.2% to $208.3 million, with ARR up 10.9%”
“SaaS revenues grew 19.9% to $199.8 million, ARR up 10.7%”
“SaaS revenues grew 21.5% to $189.6 million, ARR up 15.2%”
“SaaS revenues grew 21.0% to $180.1 million, ARR up 13.3%”
“SaaS revenues grew 23.0% to $173.4 million, ARR up 14.9%”
“SaaS revenues grew 20.3% to $166.6 million, ARR up 12.1%”
Continue and expand share repurchase program reflecting confidence in business and capital allocation discipline.
Stated as a priority in 7 of last 7 quarters. Management expanded the share repurchase authorization to $1.5 billion in 2026-Q2 and repurchased approximately 2.1 million shares year-to-date. The program is ongoing with strong execution, reflecting disciplined capital allocation and confidence in the business.
“Board approved a share repurchase plan with authorization to purchase up to $1.5 billion of Class A Common Stock”
Drive growth in recurring revenues including subscription and maintenance revenues to increase revenue stability.
Stated as a priority in 8 of last 8 quarters. Recurring revenues increased from $463.9 million in 2024-Q4 to $559.5 million in 2026-Q2, comprising a stable and growing portion of total revenues (86.7% in 2026-Q2). Management consistently emphasizes recurring revenue growth, and the financials show steady delivery.
“Recurring revenues were $559.5 million, up 8.2%, comprising 86.7% of total revenues”
Pursue strategic acquisitions to expand capabilities and addressable market, including AI-powered solutions.
Stated as a priority in 3 of last 8 quarters. Management completed multiple acquisitions including For The Record for $213 million in 2026-Q2 and others in 2025-Q4 and Q3, expanding product capabilities with AI and justice solutions. The acquisitions align with stated strategic growth initiatives and show active execution.
Over the trailing year it converted 1.50x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 57% of the time over the next year (vs 52% for the rest of the cohort, n=4162).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated volatile grew net income 60% of the time over the next year (vs 58% for the rest of the cohort, n=2769).
Not investment advice. As of 2026-09-04.
“Repurchased 799,856 shares under repurchase authorization; $653 million remains available”
“Repurchased 303,067 shares for approximately $175 million during the year”
“Repurchased approximately 300,000 shares for approximately $173 million during the quarter”
“Repurchased 799,856 shares during the quarter under repurchase authorization”
“Repurchased 799,856 shares during the first quarter under repurchase authorization”
“Announced new $1 billion share repurchase program reflecting confidence in trajectory”
“Recurring revenues were $538.6 million, up 10.4%, comprising 87.8% of total revenues”
“Recurring revenues were $514.4 million, up 10.9%, comprising 89.4% of total revenues”
“Recurring revenues were $512.4 million, up 10.7%, comprising 86.0% of total revenues”
“Recurring revenues were $517.2 million, up 15.2%, comprising 86.8% of total revenues”
“Recurring revenues were $487.8 million, up 13.3%, comprising 86.3% of total revenues”
“Recurring revenues were $463.9 million, up 14.9%, comprising 85.7% of total revenues”
“Recurring revenues were $462.8 million, up 12.1%, comprising 85.2% of total revenues”
“Completed acquisition of For The Record for approximately $212.7 million in cash, adding AI-powered transcription tech”
“Completed acquisitions of CloudGavel and Edulink for approximately $54 million in cash”
“Completed acquisition of Emergency Networking for approximately $19.4 million in cash”