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Fair Isaac: the scoring toll road has to justify its leverage and pricing power
Fair Isaac reported fiscal 2025 revenue of $1.99 billion and fiscal 2026 year-to-date revenue of $1.20 billion through March. The thesis turns on whether FICO Scores, software and analytics pricing power can keep producing exceptional margins and cash flow despite leverage and regulatory scrutiny.
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Fair Isaac: the scoring toll road has to justify its leverage and pricing powerFair Isaac reported fiscal 2025 revenue of $1.99 billion and fiscal 2026 year-to-date revenue of $1.20 billion through March. The thesis turns on whether FICO Scores, software and analytics pricing power can keep producing exceptional margins and cash flow despite leverage and regulatory scrutiny.NYSEMay 20, 2026Research reportReadSlides