Every material Form 8-K Bill filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
BILL reported first-quarter fiscal 2027 total revenue of $353.8 million, up 13% year-over-year, and GAAP net income of $60.3 million, compared with a net loss of $3.0 million a year earlier. Results were above the company's August outlook, which was restated to a new accounting presentation that reduces reported revenue for customer rewards without changing operating or net income. Full-year fiscal 2027 total revenue guidance of $1,433.5 million to $1,463.5 million compares with the August outlook of $1.406 billion to $1.456 billion on the same basis.
Total revenue was $353.8 million, up 13% year-over-year, above the restated August outlook range of $340.0 million to $350.0 million.
GAAP net income was $60.3 million ($0.61 per diluted share), versus a net loss of $3.0 million a year earlier; non-GAAP operating income rose 101% to $136.9 million.
Effective July 1, 2026, rewards paid to Spend and Expense card customers are recorded as a reduction of revenue; the company says this does not affect operating or net income.
Fiscal 2027 non-GAAP net income per diluted share guidance is $3.99 to $4.15, and the company repurchased about 7 million shares for approximately $305 million in the quarter.
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.
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.
BILL reaffirmed its previously issued guidance for fiscal 2026 fourth quarter and full year results, first reported May 7, 2026. The company also announced leadership changes, including the departures of Chief Technology Officer Ken Moss and Executive Vice President Mary Kay Bowman, effective June 30, 2026, with both continuing in advisory roles through June 30, 2027.
Guidance for fiscal 2026 Q4 and full year reaffirmed, as first reported May 7, 2026
Ken Moss (CTO since 2023) and Mary Kay Bowman (EVP, Payments and Financial Services) depart effective June 30, 2026
Eric Chan appointed CTO; Michael Cieri promoted to Chief Product Officer over a newly created Product Organization
Sarah Acton, Chief Customer Officer, will depart; a new Chief Revenue Officer will be announced in the coming weeks
BILL reported fiscal third-quarter 2026 revenue of $406.6 million, up 13% year over year, and a GAAP net income of $12.8 million versus a loss of $11.6 million a year earlier. The company also announced a restructuring that will reduce its workforce by up to 30%, with estimated charges of $30 million to $60 million, and a new $1.0 billion share repurchase authorization, which would matter to shareholders through both the cost of the restructuring and potential buybacks.
Q3 total revenue was $406.6 million, up 13%; core revenue was $371.1 million, up 16%.
GAAP operating loss narrowed to $0.4 million from $28.9 million a year earlier; non-GAAP operating income was $79.8 million, up 50%.
Restructuring charges are estimated at $30 million to $60 million, mostly in the fourth quarter of fiscal 2026, with work substantially complete by the end of the first quarter of fiscal 2027.
The board authorized repurchases of up to $1.0 billion of common stock over a 24-month term; the company did not commit to any specific amount.
BILL Holdings' board appointed Chief Financial Officer Rohini Jain to also serve as principal accounting officer, effective March 11, 2026, as disclosed in a filing dated March 16, 2026. The filing states she will receive no additional compensation for the added role.
Board appointment dated March 11, 2026 adds principal accounting officer role to CFO Rohini Jain's duties
Filing states Ms. Jain will receive no additional compensation for the role
Biographical information on Ms. Jain was previously reported in a Form 8-K filed June 2, 2025
BILL reported fiscal second-quarter 2026 results for the quarter ended December 31, 2025, with total revenue of $414.7 million, up 14% year-over-year, and non-GAAP net income of $73.4 million, or $0.64 per diluted share, up from $0.56. The company posted a GAAP net loss of $2.6 million, or $(0.03) per share, compared with net income of $33.5 million a year earlier. It also issued fiscal 2026 total revenue guidance of $1,631.0 million to $1,651.0 million and non-GAAP net income per diluted share guidance of $2.33 to $2.41.
Total revenue was $414.7 million, up 14% year-over-year; core revenue was $375.1 million, up 17%.
GAAP net loss was $2.6 million, or $(0.03) per share, versus net income of $33.5 million in the prior-year quarter.
Non-GAAP net income was $73.4 million, or $0.64 per diluted share, versus $0.56 a year earlier.
Fiscal 2026 guidance: total revenue of $1,631.0 million to $1,651.0 million and non-GAAP net income per diluted share of $2.33 to $2.41. The company repurchased about 2.5 million shares for about $133 million in the quarter.
BILL Holdings disclosed that board member Alison Wagonfeld notified the company on January 20, 2026, of her intent to resign from the Board, effective February 6, 2026. The filing states her resignation was not due to any disagreement with the company over its operations, policies or practices, and it does not name a replacement.
Alison Wagonfeld notified BILL of her intent to resign from the Board on January 20, 2026.
Resignation is effective February 6, 2026.
The filing states there was no disagreement with the company over operations, policies or practices.
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