secwatch.observer — SEC 8-K summary
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Issuer:     BILL Holdings, Inc. (BILL)
CIK:        0001786352
Form:       8-K
Filed at:   2026-08-19T20:02:15+00:00
Accession:  0001628280-26-057932
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

BILL Q4 core revenue +16% to $400.5M; non-GAAP EPS $0.84 vs $0.53 prior
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- Q4 FY26: total revenue $436.2M (+14% YoY); core revenue $400.5M (+16% YoY); transaction fees $324.3M (+17%).
- Q4 GAAP net loss -$18.5M (-$0.19/sh) vs -$7.1M prior; non-GAAP net income $94.0M ($0.84/sh) vs $61.6M ($0.53/sh).
- FY26: total revenue $1,653.2M (+13%); core revenue $1,504.7M (+16%); GAAP net loss -$11.2M vs net income $23.8M prior year.
- Q4 non-GAAP operating income $101.6M, +80% YoY; repurchased ~8.4M shares for ~$300M in Q4.
- FY27 guidance: revenue $1,807-1,857M (+9-12%); non-GAAP EPS $3.56-3.79; Q1 FY27 revenue $432.5-442.5M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1786352/000162828026057932/0001628280-26-057932-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1786352/000162828026057932/bill-20260819.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-057932

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer