Earning Analysis
Welcome to our in-depth analysis of BILL Holdings Inc(BILL) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of BILL Holdings Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2026Q1 | 2025-11-06 | After Hours | 0.51 | 0.61 | +19.61 | 391.26M | 395.74M | +1.15 | +2.75 | +17.02 |
| FY2025Q4 | 2025-08-27 | After Hours | 0.41 | 0.53 | +29.27 | 376.26M | 383.35M | +1.88 | +18.18 | +10.79 |
| FY2025Q3 | 2025-05-08 | After Hours | 0.37 | 0.50 | +35.14 | 355.98M | 358.22M | +0.63 | -5.99 | +0.97 |
| FY2025Q2 | 2025-02-06 | After Hours | 0.47 | 0.56 | +19.15 | 359.99M | 362.55M | +0.71 | -35.52 | -36.81 |
| FY2024Q4 | 2024-08-22 | After Hours | -0.13 | 0.57 | +538.46 | 328.02M | 343.67M | +4.77 | -6.70 | +8.36 |
| FY2024Q3 | 2024-05-02 | - | -0.03 | 0.14 | +566.67 | 305.96M | 323.03M | +5.58 | +0.80 | -10.37 |
| FY2024Q2 | 2024-02-08 | - | -0.16 | 0.10 | +162.50 | 298.27M | 318.50M | +6.78 | +1.09 | -13.57 |
| FY2023Q4 | 2023-08-17 | - | -0.23 | 0.10 | +143.48 | 282.57M | 295.98M | +4.75 | -3.23 | +4.44 |
| - | 2023-05-04 | - | -0.45 | -0.11 | +75.56 | - | - | - | +1.63 | +26.10 |
| - | 2023-02-02 | - | -0.88 | -0.61 | +30.68 | - | - | - | +8.18 | -14.36 |
BILL Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, BILL Holdings Inc reported performance for FY2026Q1, announced on 2025-11-06. The company achieved an EPS of 0.61, compared to analyst estimates of 0.51 by 19.61% . Revenue for the quarter reached 395.74M compared to expectations of 391.26M by 1.15% .
The stock price reacted with a 2.75% one-day change and a 17.02% five-day change following the earnings release. These movements reflect market reaction in BILL Holdings Inc growth trajectory and strategic initiatives.
BILL Earnings Forecast
Looking ahead, BILL Holdings Inc(BILL) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2026/Q2 project quarter revenue of 399.84M and an EPS of 0.56.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2026 have been Revise Upward by 0.07%, while EPS estimates have been Revise Upward by 3.5%. For the upcoming Q2 2026, revenue estimates have been adjusted Revise Upward by 0.25% . These revisions correlate with a 2.19% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in BILL Holdings Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between BILL's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2026
Revise Upward
+0.07%
In Past 3 Month
EPS Estimates for FY2026
Revise Upward
+3.5%
In Past 3 Month
Revenue Estimates for Q2 2026
Revise Upward
+0.25%
In Past 3 Month
Stock Price
Go Up
+2.19%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2026
Currency: USD
1Y
3Y
5Y
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Revenue Estimate-Annual FY 2026:1.61B
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EPS Estimate-Annual FY 2026:2.22
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Stock Price52.67
BILL Revenue and EPS Performance: A Historical Perspective
BILL Holdings Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2026Q1 (2025-11-06,After Hours):
EPS: 0.61 (Actual) vs.0.51 (Estimate) (19.61%)
Revenue: 395.74M (Actual) vs. 391.26M (Estimate) (1.15%)
Price Reaction: 2.75%(1-Day), 17.02%(5-Day)
FY2025Q4 (2025-08-27,After Hours):
EPS: 0.53 (Actual) vs.0.41 (Estimate) (29.27%)
Revenue: 383.35M (Actual) vs. 376.26M (Estimate) (1.88%)
Price Reaction: 18.18%(1-Day), 10.79%(5-Day)
FY2025Q3 (2025-05-08,After Hours):
EPS: 0.50 (Actual) vs.0.37 (Estimate) (35.14%)
Revenue: 358.22M (Actual) vs. 355.98M (Estimate) (0.63%)
Price Reaction: -5.99%(1-Day), 0.97%(5-Day)
Earnings Reaction
The chart below shows how BILL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BILL sees a -2.62% change in stock price 10 days leading up to the earnings, and a -2.57% change 10 days following the report. On the earnings day itself, the stock moves by +0.67%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed 2.75% on the day following the earnings release and then changed by 6.02% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
BILL Holdings Inc (BILL) Q1 2026 Earnings Call Summary
Positive
2025-11-06
The earnings call highlights strong revenue growth, profitability, and strategic initiatives like AI and Embed 2.0. The Q&A session reveals sustained efficiency efforts and a focus on mid-market expansion, driving higher ARPU. The new share repurchase plan and reduced stock-based compensation are positive for shareholders. However, management's lack of specific timelines for AI monetization and pricing initiatives introduces some uncertainty. Overall, the optimistic guidance, strategic plans, and shareholder returns suggest a positive stock price movement in the short term.
BILL Holdings Inc (BILL) Q4 2025 Earnings Call Summary
Positive
2025-08-27
The earnings call reveals strong core revenue growth, improved margins, and robust free cash flow, indicating solid financial health. Positive developments include AI strategy advancements and increased multi-product adoption. Despite some concerns about revenue deceleration due to macro headwinds, the optimistic guidance and strategic expansion plans, especially in AI and mid-market segments, suggest future growth. The Q&A highlights management's confidence and strategic focus, outweighing any uncertainties, leading to a positive stock price outlook.
BILL Holdings Inc (BILL) Q3 2025 Earnings Call Summary
Neutral
2025-05-08
The earnings call reveals strong financial metrics with a 14% revenue growth and positive cash flow, but guidance is weak, with uncertainties in economic conditions and supply chain challenges affecting SMBs. The Q&A section highlights management's confidence but also shows some evasiveness on tariffs and pricing impact. The share repurchase program lacks clarity, and while there are positive elements, the overall sentiment is mixed, leading to a neutral prediction for stock price movement.
BILL Holdings Inc (BILL) Q2 2024 Earnings Call Summary
Neutral
2025-02-06
The earnings call presents a mixed picture. Financial performance shows growth and strong margins, but challenges like currency volatility, supply chain issues, and economic uncertainty pose risks. The Q&A reveals management's cautious stance on guidance and monetization, with some unclear responses. The positive elements, such as the share repurchase and growth initiatives, are counterbalanced by these concerns, leading to a neutral sentiment. Without market cap data, the prediction remains conservative.
BILL Holdings, Inc. (BILL) Q1 2025 Earnings Call Summary
Positive
2024-11-08
The earnings call presents a generally positive sentiment. BILL reported strong financial performance with an 18% revenue increase and a 19% rise in core revenue. The share repurchase program and positive guidance for fiscal 2025 further support this sentiment. Despite some concerns in the Q&A about potential deceleration in core revenue growth, the overall outlook remains optimistic, with strong margins and strategic investments in place. These factors, coupled with a significant share repurchase and optimistic guidance, suggest a positive stock price movement in the short term.
BILL Holdings, Inc. (BILL) Q4 2024 Earnings Call Summary
Positive
2024-08-23
The earnings call reflects strong financial performance with 22% YoY revenue growth and a new $300 million share repurchase program. Despite some market volatility concerns, the Q&A highlights management's strategic investments and optimistic guidance. The company's strong cash position and reduced stock-based compensation further support a positive sentiment, likely leading to a 2% to 8% stock price increase.
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FAQ
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How does BILL’s stock price correlate with earnings forecast revisions?
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