earnings
confidence high
sentiment neutral
materiality 0.78
Navan Q3 revenue $195M (+29% YoY); CFO Butte to depart Jan 9, 2026
Navan, Inc.
2026-Q3 EPS reported
-$6.94
revenue$524,347,000
- Revenue $195M (+29% YoY); usage revenue $180M (+29%), subscription $15M (+26%).
- Non-GAAP operating income $25M vs $6M (13% margin up from 4%); GAAP operating loss ($79M).
- GAAP net loss ($225M) vs ($42M); non-GAAP net income $9M vs ($14M) loss.
- Q4 FY2026 guidance: revenue $161-163M; FY2026 revenue $685-687M, non-GAAP op. income $21-22M.
- CFO Amy Butte to depart Jan 9, 2026; Anne Giviskos (SVP, Strategic Finance) named Interim CFO.