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BILL Holdings (BILL) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
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For the quarter ended September 2026, BILL Holdings (BILL - Free Report) reported revenue of $353.77 million, down 10.6% over the same period last year. EPS came in at $1.18, compared to $0.61 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $438.7 million, representing a surprise of -19.36%. The company delivered an EPS surprise of +20.41%, with the consensus EPS estimate being $0.98.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how BILL Holdings performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Total Payment Volume - BILL AP/AR: $85 million versus the four-analyst average estimate of $83.86 million.
Total Payment Volume: $101.8 million compared to the $99.45 million average estimate based on four analysts.
Total Payment Volume - BILL Spend & Expense: $6.9 million versus $7.14 million estimated by four analysts on average.
Businesses Using Solutions - Total: 475,300 versus 474,522 estimated by three analysts on average.
Transactions Processed: 38.1 thousand versus 37.98 thousand estimated by three analysts on average.
Total Payment Volume - Embedded Solutions & Other: $9.9 million compared to the $8.01 million average estimate based on three analysts.
Revenue- Interest on funds held for customers: $37.39 million versus the five-analyst average estimate of $35.2 million. The reported number represents a year-over-year change of -0.9%.
Revenue- Subscription and transaction fees: $316.39 million compared to the $403.32 million average estimate based on five analysts. The reported number represents a change of -11.6% year over year.
Revenue- Transaction fees- BILL AP/AR: $137.7 million versus the three-analyst average estimate of $134.4 million.
Revenue- Subscription fees- Embedded and Other Solutions: $14.6 million compared to the $13.73 million average estimate based on three analysts.
Revenue- Transaction fees- Embedded and Other Solutions: $8.9 million versus the three-analyst average estimate of $7.72 million.
Revenue- Subscription fees- BILL AP/AR: $62.7 million versus the three-analyst average estimate of $62.75 million.
Shares of BILL Holdings have returned +17.9% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
View the Zacks #1 Rank List
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BILL Holdings (BILL) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
For the quarter ended September 2026, BILL Holdings (BILL - Free Report) reported revenue of $353.77 million, down 10.6% over the same period last year. EPS came in at $1.18, compared to $0.61 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $438.7 million, representing a surprise of -19.36%. The company delivered an EPS surprise of +20.41%, with the consensus EPS estimate being $0.98.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how BILL Holdings performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:View all Key Company Metrics for BILL Holdings here>>>
Shares of BILL Holdings have returned +17.9% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.