Finance platform BILL Q1 revenue beats expectations on rise in transaction fees

BILL Holdings

06/11/2025 21:26

Overview

Bill Q1 total revenue grows 10% yr/yr, beating analyst expectations

Adjusted net income for Q1 beats analyst expectations

Company announces partnerships with NetSuite, Paychex, and Acumatica

Outlook

Company expects Q2 FY26 total revenue of $394.5 mln to $404.5 mln

BILL anticipates FY26 total revenue between $1,596.5 mln and $1,626.5 mln

Company projects FY26 non-GAAP net income per share of $2.11 to $2.25

Result Drivers

PARTNERSHIPS - New partnerships with NetSuite, Paychex, and Acumatica expanded market reach

AI AGENTS - Introduction of AI Agents enabled touchless B2B transactions, enhancing efficiency

TRANSACTION FEES - Transaction fees increased 16% yr/yr, driving core revenue growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$395.70 mln
$390.70 mln (22 Analysts)
Q1 Core Revenue
$358 mln
Q1 Adjusted Net Income
Beat
$70.20 mln
$59.10 mln (18 Analysts)
Q1 Net Income
-$3 mln
Q1 Adjusted Operating Income
Beat
$68.20 mln
$53.50 mln (21 Analysts)
Q1 Operating Income
-$20.70 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 10 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for BILL Holdings Inc is $60.00, about 22.5% above its November 5 closing price of $46.52

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 20 three months ago

Press Release: ID:nBw6mJ6Lza

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)