NYSE$BOX
Box Inc · Q3 2026 earnings
Q3 2026 earnings · · After market close · Investor relations
Briefing
Box reported strong third quarter fiscal year 2026 financial results, with revenue up 9% year-over-year and billings up 12%.
Box delivered strong third quarter fiscal year 2026 results, with revenue reaching $301.1 million, an increase of 9% year-over-year. The company's remaining performance obligations grew by 18% to $1.5 billion, and billings increased by 12% to $296.0 million. GAAP diluted EPS was $0.05, while non-GAAP diluted EPS was $0.31. The company also announced a $150 million expansion of its stock repurchase program.
- Revenue for Q3 fiscal year 2026 was $301.1 million, marking a 9% increase year-over-year, or 8% on a constant currency basis.
- Remaining performance obligations (RPO) reached $1.5 billion, an 18% increase year-over-year, or 19% on a constant currency basis.
- Billings for the quarter were $296.0 million, up 12% as reported and on a constant currency basis.
- GAAP diluted EPS was $0.05, and non-GAAP diluted EPS was $0.31, with both impacted by unfavorable foreign exchange rates and non-cash deferred tax expenses.
Headline financials
Revenue & EPS history
Box · Revenue · Quarterly
$301M
Forward guidance
For Q4 fiscal year 2026, Box expects revenue of approximately $304 million, up 9% year-over-year, and non-GAAP diluted EPS of approximately $0.33. For the full fiscal year 2026, revenue is projected to be approximately $1.175 billion, up 8% year-over-year, with non-GAAP diluted EPS of approximately $1.28.
Tailwinds
- Q4 FY26 revenue expected to be approximately $304 million, up 9% year-over-year, or 8% on a constant currency basis, including a positive impact of approximately 100 basis points due to FX.
- Q4 FY26 non-GAAP operating margin expected to be approximately 30%, including a positive impact of 20 basis points due to FX.
- Full Year FY26 revenue expected to be approximately $1.175 billion, up 8% year-over-year, including a positive impact of approximately 70 basis points due to FX.
- Full Year FY26 non-GAAP operating margin expected to be approximately 28%, including a positive impact of approximately 10 basis points due to FX.
- Weighted-average diluted shares outstanding for Q4 FY26 expected to be approximately 147 million, and for Full Year FY26 approximately 149 million.
Headwinds
- Q4 FY26 GAAP net income per share attributable to common stockholders expected to be approximately $0.06, including a negative impact of $0.08 from unfavorable foreign exchange rates and non-cash deferred tax expenses.
- Q4 FY26 non-GAAP diluted net income per share attributable to common stockholders expected to be approximately $0.33, including a negative impact of $0.18 from unfavorable foreign exchange rates and non-cash deferred tax expenses.
- Full Year FY26 GAAP net income per share attributable to common stockholders expected to be approximately $0.19, including a negative impact of $0.19 from unfavorable foreign exchange rates and non-cash deferred tax expenses.
- Full Year FY26 non-GAAP diluted net income per share attributable to common stockholders expected to be approximately $1.28, including a negative impact of $0.59 from unfavorable foreign exchange rates and non-cash deferred tax expenses.
- The guidance includes the expected impact of FX headwinds, assuming present foreign currency exchange rates.
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
+0.1%
Avg return
Earnings day
-0.5%
Avg return
5 days after
-1.6%
Avg return
30 days after
52%
23 / 44 earnings
Positive
+17.1%
Q1 2026
Best reaction
-23.2%
Q4 2018
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2027 | — | — | — | |
| Q4 2026 | +10.0% | +6.4% | +0.4% | |
| Q3 2026 | +6.6% | +3.6% | -4.4% | |
| Q2 2026 | +4.4% | +4.7% | +3.9% | |
| Q1 2026 | +17.1% | +21.2% | +8.1% | |
| Q4 2025 | -3.2% | -3.9% | -10.9% | |
| Q2 2025 | +11.4% | -0.2% | -0.6% | |
| Q1 2025 | +7.6% | +2.8% | -2.8% | |
| Q4 2024 | +6.2% | +6.3% | -0.9% | |
| Q3 2024 | -9.5% | -9.5% | -8.0% | |
| Q2 2024 | -11.5% | -12.9% | -20.2% | |
| Q1 2024 | +1.6% | +4.7% | +5.9% | |
| Q4 2023 | -12.3% | -14.9% | -19.7% | |
| Q3 2023 | +7.3% | +3.4% | +14.3% | |
| Q2 2023 | -3.8% | -9.6% | -16.8% | |
| Q1 2023 | +8.1% | +5.4% | +5.0% | |
| Q4 2022 | +4.9% | +4.6% | +13.8% | |
| Q3 2022 | +6.8% | +6.7% | +10.8% | |
| Q2 2022 | -2.8% | -1.0% | -2.4% | |
| Q1 2022 | +0.6% | +3.5% | +8.8% | |
| Q4 2021 | -1.6% | -2.2% | +26.4% | |
| Q3 2021 | -9.5% | -9.4% | -3.4% | |
| Q2 2021 | +12.3% | +8.9% | -3.4% | |
| Q1 2021 | -0.2% | -0.8% | +10.0% | |
| Q4 2020 | +1.6% | +12.3% | -10.8% | |
| Q3 2020 | +13.1% | +10.7% | +4.7% | |
| Q2 2020 | +3.3% | +6.9% | +16.7% | |
| Q1 2020 | -7.1% | -5.8% | -4.9% | |
| Q4 2019 | -16.8% | -19.8% | -20.6% | |
| Q3 2019 | +4.1% | +10.3% | -2.9% | |
| Q2 2019 | -8.8% | -5.5% | -9.3% | |
| Q1 2019 | -5.8% | -4.2% | -8.3% | |
| Q4 2018 | -23.2% | -21.7% | -14.4% | |
| Q3 2018 | -7.7% | -13.3% | -7.3% | |
| Q2 2018 | +1.8% | -1.1% | +0.2% | |
| Q1 2018 | +10.3% | +3.1% | -1.8% | |
| Q4 2017 | -4.7% | -5.2% | -7.4% | |
| Q3 2017 | -1.5% | -3.7% | -9.4% | |
| Q2 2017 | +5.0% | +6.2% | +18.3% | |
| Q1 2017 | -9.7% | -6.7% | -17.8% | |
| Q4 2016 | +5.5% | — | — | |
| Q3 2016 | -3.6% | — | — | |
| Q2 2016 | -0.3% | — | — | |
| Q1 2016 | +8.1% | — | — | |
| Q4 2015 | -7.3% | — | — | |
| Q3 2015 | — | — | — | |
| Q2 2014 | — | — | — | |
| Q1 2015 | — | — | — | |
| Q4 2014 | — | — | — | |
| Q3 2013 | — | — | — | |
| Q1 2013 | — | — | — | |
| Q4 2012 | — | — | — |
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