Q4 FY2026 EarningsFY26 Q4 beat consensus across key metrics, with total revenue reaching $1,653.2M vs. $1,639.0M expected. Transaction fee revenue grew 18% YoY to $1,211.2M, driven by strong adoption of BILL Spend and Expense, which saw its specific transaction fees surge 22%. Despite an $11.2M GAAP net loss impacted by $90.9M in restructuring charges, normalized net income of $301.3M was in line with expectations, supported by aggressive cost-efficiency measures including a 30% workforce reduction announced in May 2026.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: BILL(BILL) the Revenue is 436.19 M (+13.78%), Beat estimate;the EBIT is 101.61 M (+80.32%), Beat estimate;the EPS is -0.19 (-171.4%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.44B13.78%
0.43B12.31%
+0.01B1.47%
EBITExceed expectations
0.10B80.32%
0.08B50.31%
+0.02B30.01%
EPSMiss expectations
-0.19171.43%
0.0474167.73%
-0.2374339.16%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf