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Jun 30, 2025
BILL Q4 2025 Earnings Report
BILL posted a strong Q4 with revenue growth and a new share repurchase program
Key Takeaways
BILL delivered solid Q4 results with double-digit core revenue growth and continued platform expansion, though profitability declined slightly on a GAAP basis.
Revenue by Segment
Forward Guidance
BILL expects continued revenue growth and profitability expansion in FY26, supported by product innovation and customer adoption.
Positive Outlook
- Q1 FY26 revenue projected at $385M–$395M
- Full FY26 revenue projected at $1.59B–$1.63B
- Core revenue expected to grow 12–15% YoY in FY26
- Non-GAAP operating income guidance of $240M–$270M for FY26
- Non-GAAP net income guidance of $236M–$260M for FY26
Challenges Ahead
- Total revenue growth forecast slows to 9–11% for FY26
- Float revenue likely to decline due to rate trends
- Non-GAAP gross margin slightly lower vs prior year
- Q1 FY26 non-GAAP EPS guided below Q4 FY25 actuals
- No impact from share buybacks included in diluted share guidance
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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