Tyler Technologies (TYL)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
$430.37+1.69%
Close 2026-11-05 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
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 2026-11-05.
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); 4 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 2 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=6380).
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.
"We achieved solid third quarter results, with double-digit recurring revenue growth, robust margin expansion, strong bookings, and record quarterly free cash flow," said Lynn Moore, Tyler's executiv…
Stated in 8 of 8 supplied quarters. Management reported: “"SaaS revenues accelerated 21.7%, marking 22 consecutive quarters of 20% or greater SaaS growth.” “"We achieved solid third quarter results, with double-digit recurring revenue growth, robust margin expansion, strong bookings, and record quarterly free cash flow," said Lynn Moore, Tyler's executive chair, president and chief executive officer.” Revenue was $647.566 million in 2026-Q3.
“"We achieved solid third quarter results, with double-digit recurring revenue growth, robust margin expansion, strong bookings, and record quarterly free cash flow," said Lynn Moore, Tyler's executiv…”
“"SaaS revenues accelerated 21.7%, marking 22 consecutive quarters of 20% or greater SaaS growth.”
“The healthy public sector demand environment was reflected in our strong bookings growth, and continued momentum with strategic initiatives across our business reinforces our confidence in achieving…”
“During the year, we completed four strategic acquisitions to deepen our capabilities and expand our addressable market, with two of those closed in the fourth quarter.”
“Leveraging decades of domain expertise and deep functionality, we are uniquely positioned to lead the public sector into the next era of innovation through our purpose-built Agentic AI solutions.”
“"SaaS revenues grew 21.5%, marking our 18th consecutive quarter of SaaS growth of 20% or more.”
Combined with disciplined capital allocation, including our repurchase of approximately 8.5% of our outstanding shares year-to-date, these achievements position us well for a strong finish to 2026 an…
Stated in 8 of 8 supplied quarters. Management reported: “Combined with disciplined capital allocation, including our repurchase of approximately 8.5% of our outstanding shares year-to-date, these achievements position us well for a strong finish to 2026 and reinforce our confidence in our long-term growth initiatives that underpin our Tyler 2030 objectives," concluded Moore.” “Additionally, on July 24, 2026, Tyler’s Board of Directors approved a share repurchase plan with authorization to purchase up to $1.5 billion of our Class A Common Stock, effective immediately (the “Repurchase Plan”).”
Our government-grade AI strategy is delivering tangible progress, with approximately 300 deals containing AI sold across our client base to date.
Stated in 8 of 8 supplied quarters. Management reported: “Our government-grade AI strategy is delivering tangible progress, with approximately 300 deals containing AI sold across our client base to date.” “For The Record represents our third largest acquisition to date and enhances our justice portfolio by bringing advanced legal-grade speech-to-text and real-time, multilingual transcription technology powered by AI.”
“Our government-grade AI strategy is delivering tangible progress, with approximately 300 deals containing AI sold across our client base to date.”
"During the quarter, we deployed capital across both strategic growth initiatives and shareholder returns, including the acquisition of CODY Systems and the repurchase of 1.1 million shares of our co…
Stated in 8 of 8 supplied quarters. Management reported: “"During the quarter, we deployed capital across both strategic growth initiatives and shareholder returns, including the acquisition of CODY Systems and the repurchase of 1.1 million shares of our common stock.” “Recent Business Highlights • On April 14, we completed the acquisition of For The Record for approximately $212.7 million in cash.”
Continue shifting subscription business to SaaS and expanding recurring revenues through cloud conversions and public-sector software demand.
Over the trailing year it converted 1.25x 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=4167).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, the broad stock market, Fed net liquidity (low R² over the window).
12 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=8114).
Not investment advice. As of 2026-11-05.
“SaaS revenues grew 21%, marking our 17th consecutive quarter of SaaS growth of 20% or more, and SaaS adoption accelerated to 96% of our new software contract value.”
““We achieved recurring revenue growth of nearly 15%, driven by SaaS revenue growth of 23% and transaction revenue growth of almost 21%.”
“Combined with disciplined capital allocation, including our repurchase of approximately 8.5% of our outstanding shares year-to-date, these achievements position us well for a strong finish to 2026 an…”
“Additionally, on July 24, 2026, Tyler’s Board of Directors approved a share repurchase plan with authorization to purchase up to $1.5 billion of our Class A Common Stock, effective immediately (the “…”
“We continue to invest in innovation and long-term growth through both product development and M&A," concluded Moore.”
“Tyler Technologies Reports Earnings for Fourth Quarter 2025 February 11, 2026 Page 3 "We remain highly focused on disciplined capital allocation and being responsible stewards of Tyler's capital to d…”
“Additionally, we repurchased approximately 300,000 shares of our common stock during the quarter for approximately $173 million, underscoring confidence in our long-term growth outlook and offsetting…”
“Tyler Technologies Reports Earnings for Second Quarter 2025 July 30, 2025 Page 2 "Second quarter revenues, earnings, and cash flow again surpassed expectations as we continue to execute at a high lev…”
“Tyler Technologies Reports Earnings for First Quarter 2025 April 23, 2025 Page 2 "Tyler's first quarter results provided a strong start to 2025, reflecting disciplined execution around strategic init…”
““Our fourth quarter results provided a solid finish to an exceptional year of growth and profitability as we executed on our key objectives across financial, operational, and strategic initiatives,”…”
“For The Record represents our third largest acquisition to date and enhances our justice portfolio by bringing advanced legal-grade speech-to-text and real-time, multilingual transcription technology…”
“We continue to invest in innovation and long-term growth through both product development and M&A," concluded Moore.”
“We repurchased $175 million of our stock, and directed targeted investments to support growth and efficiency, including investments in client-centric, embedded AI solutions grounded in deep domain ex…”
“Leveraging decades of domain expertise and deep functionality, we are uniquely positioned to lead the public sector into the next era of innovation through our purpose-built Agentic AI solutions.”
“And recently, Tyler was recognized as both a Leader and Visionary in the first-ever Gartner Magic Quadrant TM for Cloud-Based ERP for U.S. Local Government.”
“We continued to drive margin expansion with efficiency gains from our cloud operations, a positive shift in revenue mix, and favorable operating expense trends.”
“SaaS adoption continued to accelerate with both new and existing clients, with 97% of new software contract value in the cloud.”
“"During the quarter, we deployed capital across both strategic growth initiatives and shareholder returns, including the acquisition of CODY Systems and the repurchase of 1.1 million shares of our co…”
“Recent Business Highlights • On April 14, we completed the acquisition of For The Record for approximately $212.7 million in cash.”
“We continue to invest in innovation and long-term growth through both product development and M&A," concluded Moore.”
“During the year, we completed four strategic acquisitions to deepen our capabilities and expand our addressable market, with two of those closed in the fourth quarter.”
“Leveraging decades of domain expertise and deep functionality, we are uniquely positioned to lead the public sector into the next era of innovation through our purpose-built Agentic AI solutions.”
“Tyler Technologies Reports Earnings for Second Quarter 2025 July 30, 2025 Page 2 "Second quarter revenues, earnings, and cash flow again surpassed expectations as we continue to execute at a high lev…”
“Tyler Technologies Reports Earnings for First Quarter 2025 April 23, 2025 Page 2 "Tyler's first quarter results provided a strong start to 2025, reflecting disciplined execution around strategic init…”
““Our fourth quarter results provided a solid finish to an exceptional year of growth and profitability as we executed on our key objectives across financial, operational, and strategic initiatives,”…”