Q1 FY2027 EarningsFY27 Q1 significantly outperformed consensus on the top line, with revenue reaching $220.2M (+40% YoY) vs. the $205.3M expected. Gross margin improved to 74.0% (GAAP), comfortably beating the 72.9% mean estimate, driven by AI-enabled customer support efficiencies. Despite a GAAP net loss of $20.5M, the adjusted (Non-GAAP) net income reached $21.6M, far exceeding the normalized net loss of $0.5M anticipated by analysts. Gross Booking Volume (GBV) surged 50% YoY to $3.1B, signaling robust demand for AI-powered business travel infrastructure.
Financial report interval: 2026.01.30 - 2026.04.30
Overview: Navan(NAVN) the Revenue is 220.23 M (--%), Beat estimate;the EBIT is 23.63 M (--%), Beat estimate;the EPS is -0.08 (--%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.22B--
0.21B--
+0.01B--%
EBITExceed expectations
0.02B--
0.01B--
+0.02B--%
EPSExceed expectations
-0.08--
-0.1617--
+0.0817--%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf