Aug. 19 at 11:18 PM
Bill .com reported stronger-than-expected fiscal Q4 2026 results, with adjusted EPS of
$0.84 versus the analyst consensus of about
$0.70. Revenue reached
$436.2 million, up 14% year over year and above expectations of
$430.5 million. Non-GAAP operating income jumped 80% to
$101.6 million, highlighting the impact of the company’s cost-cutting and workforce-reduction efforts.
Alongside the results, BILL announced a
$300 million share-repurchase program, signaling confidence in its financial position. For fiscal 2027, the company guided for non-GAAP EPS of
$3.56-
$3.79, well above the
$3.38 consensus, and said it is moving closer to GAAP profitability. CEO René Lacerte pointed to increasing adoption of the company’s AI capabilities as an important growth driver.
The outlook was not entirely positive, however. Next-quarter revenue guidance came in about 1.4% below analyst expectations, while active customers declined to 479,300.
$BILL