Fair Isaac (FICO) Beats Q1 Earnings and Revenue Estimates

Core Viewpoint - Fair Isaac (FICO) reported quarterly earnings of $7.33 per share, exceeding the Zacks Consensus Estimate of $6.95 per share, and showing an increase from $5.79 per share a year ago, indicating a strong performance in the financial services sector [1] Financial Performance - The company achieved revenues of $511.96 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.76% and up from $439.97 million year-over-year [2] - Fair Isaac has consistently outperformed consensus EPS estimates over the last four quarters, with an earnings surprise of +5.54% in the latest report [1][2] Stock Performance and Outlook - Fair Isaac shares have declined approximately 8.6% since the beginning of the year, contrasting with the S&P 500's gain of 1.9%, raising questions about future stock performance [3] - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $10.71 for the upcoming quarter and $40.22 for the current fiscal year [7] Industry Context - The Computers - IT Services industry, to which Fair Isaac belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8] - Another company in the same industry, Unisys, is expected to report quarterly earnings of $0.60 per share, reflecting a year-over-year increase of +81.8%, although its EPS estimate has been revised down by 27.8% in the last 30 days [9]