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AI brief of an SEC Form 8-K · Bill (BILL)

BILL Q4 Revenue Rose 14% to $436.2 Million; Net Loss Widened to $18.5 Million

Mixed Impact 3 of 5 earnings Written later

BILL reported fourth-quarter fiscal 2026 total revenue of $436.2 million, up 14% year-over-year, but its GAAP net loss widened to $18.5 million from $7.1 million a year earlier, including a $76.6 million restructuring charge. Non-GAAP operating income rose 80% to $101.6 million. The company guided fiscal 2027 total revenue to $1,807.0 million to $1,857.0 million and plans to net rewards expense from revenue starting with the quarter ending September 30, 2026, which will change how its reported revenue is presented.

Key points

  • Q4 total revenue was $436.2 million, up 14%; core revenue was $400.5 million, up 16%.
  • Q4 GAAP net loss was $18.5 million, or $0.19 per share, versus a net loss of $7.1 million, or $0.07 per share, a year earlier.
  • Q4 restructuring expense was $76.6 million; non-GAAP operating income was $101.6 million, up 80%.
  • FY27 guidance: total revenue of $1,807.0 million to $1,857.0 million (9% to 12% growth) and non-GAAP net income per diluted share of $3.56 to $3.79.

The filing

CompanyBill (BILL)
Form8-K, current report
Filed with the SECAug 19, 2026, 4:02 PM ET
Accession number0001628280-26-057932

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:00 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 19, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.