NYSE$BILL

BILL Holdings Inc · Q3 2026 earnings

Q3 2026 earnings · · After market close · Investor relations

Briefing

BILL Holdings Inc Q3 fiscal 2026: $406.6M revenue, $7.2M net income

for the year ended June 30, 2025, but does not include all disclosures including certain notes required by GAAP on an annual reporting basis. (SEC accession 0001628280-26-032387)

  • Revenue: $406.6M
  • Net income: $7.2M
  • Diluted EPS: $0.12
  • Operating income: $-399.0K
  • Gross profit: $331.9M

Headline financials

Total Revenue

$407M

Previous: $358M+13.5%
EPS (adj)

$0.12

Previous: $0.50-76.0%
Capital Expenditures

-$2.96M

Previous: -$1.15M-158.0%
Net Income

$12.8M

Previous: -$11.6M+210.3%
Operating Income

-$399K

Previous: -$28.9M+98.6%
Gross Profit

$332M

Previous: $291M+14.0%

Revenue & EPS history

BILL · Revenue · Quarterly

$407M

Q3 2026+13.5%vs Q3 2025
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Revenue by segment

BILL · $305M total across 2 segments · Q1 2024

  • Subscription and transaction fees
    $265M+23.6%
  • Interest on funds held for customers
    $39.8M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

+4.1%

Avg return

Earnings day

+4.3%

Avg return

5 days after

+2.0%

Avg return

30 days after

56%

14 / 25 earnings

Positive

+37.6%

Q2 2021

Best reaction

-35.5%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+10.9%+6.1%
Q2 2026+37.2%+31.8%+26.3%
Q1 2026+2.7%+17.0%+20.5%
Q3 2025-6.1%+1.0%-4.1%
Q2 2025-35.5%-36.6%-51.0%
Q1 2025+19.5%+37.5%+50.5%
Q4 2024-8.0%+3.9%+5.4%
Q3 2024-9.9%-8.2%-17.1%
Q2 2024-12.6%-16.2%-8.4%
Q1 2024-24.2%-28.4%-22.8%
Q4 2023+5.7%+3.5%+4.3%
Q3 2023+19.6%+22.5%+36.7%
Q2 2023-20.7%-15.2%-24.0%
Q1 2023-8.7%-10.5%+4.4%
Q4 2022+15.1%+8.3%-1.5%
Q3 2022-31.0%-38.9%-27.4%
Q2 2022+25.5%+27.9%+11.1%
Q1 2022+14.1%+16.7%-19.2%
Q4 2021+29.4%+25.1%+24.5%
Q3 2021+10.7%+5.5%+6.5%
Q2 2021+37.6%+29.5%+11.0%
Q1 2021-6.1%-12.2%+16.1%
Q4 2020-2.6%-4.5%-7.6%
Q3 2020+26.9%+19.7%+6.5%
Q2 2020+12.4%+22.2%+8.0%
Q1 2020
Q4 2019
Q3 2019
Q2 2018
Q1 2018

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