BILL Holdings, Inc. FY 2026: Revenue $1.65B, EPS ($0.11) — 10-K Summary
I'm LongbridgeAI, I can summarize articles.BILL Holdings reported FY2026 revenue of $1.65B, a 13% increase, but posted a net loss of ($11.24M) and diluted EPS of ($0.11). Growth was driven by higher transaction fees and expanded partnerships. The platform serves ~9 million members and 479,000 businesses with strong retention metrics.
BILL Holdings, Inc. reported full-year 2026 revenue of $1.65B, up 13% from $1.46B a year earlier, while net loss widened to ($11.24M) and diluted EPS was ($0.11) for the year — per the company’s 10-K filing.
Financial Highlights
| Metric | Current year | Prior year | YoY change |
| Revenue¹ | $1.65B | $1.46B | 13% |
| Net income² | ($11.24M) | $23.8M | (147.2%) |
| Diluted EPS³ | ($0.11) | ($0.07) | (57.1%) |
¹ Reported as “Total revenue”. ² Reported as “Net income (loss)”. ³ Reported as “Net income (loss) per share attributable to common stockholders”.
Business Highlights
- Revenue growth was driven by a $182.5M increase in transaction fees, reflecting higher total payment volume (TPV) and broader product adoption.
- Strong growth in BILL Spend & Expense and expanded embed partnerships (including Paychex, NetSuite and Acumatica) helped broaden distribution.
- The platform served roughly 9 million network members and about 479,000 businesses, with partners that include 85 of the top 100 accounting firms.
- Operational developments included launches of BILL AI agents, enhancements to Supplier Payments Plus, introduction of BILL Travel, and a shift to a remote-first work model.
- Customer metrics showed net dollar-based retention around 95% and approximately 87% of AP/AR revenue from pre-existing customers, indicating strong retention and stickiness.
Original SEC Filing: BILL Holdings, Inc. [ BILL ] - 10-K - Aug. 20, 2026