Content cloud firm Box Q2 revenue beats estimates

Box

26/08/2025 21:13

Overview

Box Inc Q2 fiscal 2026 revenue rises 9% yr/yr, beating analyst expectations, per LSEG data

Adjusted EPS for Q2 fiscal 2026 beats consensus, driven by strong Box AI demand

Outlook

Box expects Q3 FY26 revenue between $298 mln and $299 mln

Company forecasts FY26 revenue between $1.170 bln and $1.175 bln

Box anticipates Q3 FY26 GAAP EPS of $0.05 to $0.06

Company projects FY26 non-GAAP EPS of $1.26 to $1.28

Result Drivers

INTELLIGENT CONTENT MANAGEMENT - Box attributes strong Q2 performance to its Intelligent Content Management platform, which leverages AI for unstructured data

ENTERPRISE ADVANCED MOMENTUM - Continued strong momentum with Enterprise Advanced, offering intelligent workflow automation and secure content management

BOX AI DEMAND - Strong demand for Box AI cited as a key factor in the company's Q2 performance

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$294 mln
$290.80 mln (8 Analysts)
Q2 Adjusted EPS
Beat
$0.33
$0.31 (9 Analysts)
Q2 Adjusted Operating income
$84 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"

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

Wall Street's median 12-month price target for Box Inc is $39.50, about 20.5% above its August 25 closing price of $31.42

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 23 three months ago

Press Release: ID:nBw2qjh0ta

(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.)