earnings
confidence high
sentiment positive
materiality 0.75
BILL Q2 FY25: total rev $362.6M (+14%), core rev $319.6M (+16%), GAAP net income $33.5M
BILL Holdings, Inc.
2025-Q2 EPS
reported $0.02
vs consensus $0.41
▼ miss
(-95.2%)
- Strong Q2 results: total revenue up 14%, core revenue up 16%, non-GAAP op income up 42%.
- GAAP net income of $33.5M vs loss; non-GAAP diluted EPS $0.56 vs $0.51.
- Business metrics: 481k businesses, $84B payment volume (+13%), 30M transactions (+17%).
- Capital allocation: issued $1.4B 0% convertible notes due 2030, repurchased $585M of existing notes and $200M of stock.
- Guidance: Q3 core rev $317.5-322.5M, FY25 core rev $1.297-1.312B (16-17% growth).