BILL Holdings Q4 2026: Profit Surges 80% but Customer Count Slips
As seen on the 24/7 Wall St. homepage on August 19, 2026.
Layoffs are showing up in the numbers: non-GAAP operating income jumped 80% year over year to $101.6 million. Management guided FY27 non-GAAP EPS to a range of $3.56 to $3.79 and says GAAP profitability is finally in reach. The catch is customers, with the business count down to 479,300.
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Adjusted earnings per share of $0.84 for the fourth quarter of fiscal 2026 beat expectations, and revenue also cleared estimates while growing year over year.
Non-GAAP operating income surged 80% to $101.6 million, widening the operating margin as the company's workforce reductions take hold.
Active businesses on the platform fell to 479,300, continuing a slide from September 2025, yet transaction fees are holding up the top line as each remaining customer processes more volume.
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Management guided fiscal 2027 non-GAAP EPS of $3.56 to $3.79, and CFO Rohini Jain said the company is on a clear path to meaningful GAAP profitability, a threshold it has not yet crossed.
CEO Rene Lacerte tied growing AI adoption and the cost restructuring to delivering what he called AI-native solutions, and the company repurchased approximately 8.4 million shares in Q4.
Mentioned: BILL