BILL Holdings, Inc. — Form 8-K
Filed August 19, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
BILL Holdings reported FY26 total revenue of $1,653.2M (+13% YoY) and core revenue of $1,504.7M (+16% YoY). In Q4 FY26, total revenue was $436.2M (+14% YoY) and core revenue was $400.5M (+16% YoY). The company repurchased approximately 8.4 million shares in Q4 FY26 for ~$300M. For FY27, BILL guides total revenue of $1,807–1,857M (+9–12% YoY) and core revenue of $1,669–1,719M (+11–14% YoY), with non-GAAP operating income of $421–451M and non-GAAP net income of $370.5–394.5M ($3.56–3.79 per diluted share).
Why this rating
Solid 13% revenue growth and 16% core growth with non-GAAP margin expansion (operating income +35% YoY) shows execution. However, FY27 guidance slows to 9–12%, and GAAP remains unprofitable. Share repurchase ($300M, 3.6% of $8.4B market cap) is meaningful but typical. Scale and consistency matter; lacks transformational element.
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