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BILL Holdings, Inc. (BILL) Q2 2026 Earnings Call Transcript

BILL Holdings defies AI disruption fears and macro headwinds, delivering a Q2 beat and raising guidance for FY26. BILL's valuation is compelling at 2.2x EV/FY26 revenue and 16.9x FY26 P/E, with double-digit growth and strong gross margins. The platform's stickiness is evident as TPV and customer base expand, supporting resilient subscription revenue despite SMB sector challenges.

SAN JOSE, Calif.--(BUSINESS WIRE)--BILL (NYSE: BILL), the intelligent finance platform trusted by half a million businesses to manage, move and maximize their money, today announced financial results for the second fiscal quarter ended December 31, 2025. “We delivered a strong Q2, with a significant beat on revenue and profitability, and continued our track record of rapid innovation,” said Ren...

SAN JOSE, Calif.--(BUSINESS WIRE)--BILL (NYSE:BILL), the intelligent finance platform trusted by half a million businesses to manage, move and maximize their money, announced today it will report financial results for its fiscal second quarter ended December 31, 2025 on Thursday, February 5, 2026 after the close of market. Management will conduct a conference call to discuss these results at 1:...

We are entering a new earnings season. Earnings reports are crucial to understanding a company's outlook for revenue and profit in the coming quarters, especially as headwinds still exist in many sectors of the economy.

New York City-based Totem Point Management added 71,225 shares of BILL Holdings in the third quarter. The new stake was worth an estimated $3.77 million at quarter-end.

Recommends the Company Implement a Comprehensive Cost Reduction Plan and Explore All Strategic Alternatives , Including a Potential Sale, Merger or other Business Combination NEW YORK , Dec. 4, 2025 /PRNewswire/ -- Barington Capital Group, L.P., a shareholder of BILL Holdings, Inc. (NYSE: BILL) ("BILL" or the "Company"), announced today that it has sent a letter to Allie Kline, the Lead Indepen...

BILL Holdings, Inc. (BILL) Presents at UBS Global Technology and AI Conference 2025 Transcript