earnings
confidence high
sentiment positive
materiality 0.85
Navan Q1 FY2027: Revenue up 40% to $220M; GBV $3.1B (+50%); raises FY guidance
Navan, Inc.
- GAAP net loss $21M vs $61M YoY; non-GAAP net income $22M vs -$7M.
- Non-GAAP operating income $24M (11% margin) vs $3M (2%) prior year.
- GBV grew 50% to $3.1B; Payment Volume rose 29% to $1.3B.
- FY2027 revenue guidance raised to 30% YoY growth (from 24%) with non-GAAP operating margin ~9%.
- Launched Navan Anywhere embedding booking into third-party tools; NDC direct connection with SAS.