Every material Form 8-K BlackLine Systems 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.
BlackLine reported third quarter 2026 results with revenue up 8.5% year over year and GAAP net income attributable to the company roughly doubling. The filing also gave fourth quarter and full-year 2026 revenue ranges, and management described an updated outlook tied to the timing of customer decisions, though the filing does not state prior guidance figures for comparison.
Q3 2026 GAAP revenue of $193.4 million, up 8.5% from $178.3 million a year earlier
GAAP net income attributable to BlackLine of $10.6 million, or $0.18 per diluted share, versus $5.3 million, or $0.09, in Q3 2025
Full-year 2026 GAAP revenue expected at $759.5 million to $761.5 million; Q4 2026 expected at $195 million to $197 million
Board approved a $100 million increase to the stock buyback program; $240.6 million of capacity remained at September 30, 2026
BlackLine reported second-quarter 2026 revenue of $187.8 million, up 9.2% from a year earlier, and GAAP net income attributable to BlackLine of $16.5 million, or $0.27 per diluted share, versus $0.13 a year earlier. The company issued third-quarter and full-year 2026 revenue guidance and increased its stock buyback program by $100 million, but management said deal timing was noisy this quarter as customers conduct more rigorous, AI-driven evaluations.
Q2 2026 total GAAP revenues were $187.8 million, up 9.2%; billings were $193.0 million, up 5.9%.
GAAP diluted EPS was $0.27 versus $0.13 in Q2 2025; non-GAAP diluted EPS was $0.61 versus $0.51.
Guidance: Q3 2026 GAAP revenue of $193 million to $195 million; full-year 2026 GAAP revenue of $765 million to $769 million.
The buyback program was increased by $100 million; about $179.7 million of capacity remained at June 30, 2026.
BlackLine entered a consulting agreement on July 31, 2026 with Therese Tucker, its founder and a board member, who previously retired from full-time employment effective June 2, 2026. She will be paid an hourly rate of $450 plus expenses for business advisory work, and either party can end the arrangement on 30 days' written notice.
Consulting agreement dated July 31, 2026 with Therese Tucker, founder and board member
Hourly rate of $450 plus reimbursement of work and travel-related out-of-pocket expenses
Agreement can be terminated by either party with 30 days' written notice
Tucker retired from full-time employment effective June 2, 2026, as previously disclosed on March 24, 2026
BlackLine reported first quarter 2026 GAAP revenue of $183.2 million, up 9.7% from a year earlier, and GAAP net income attributable to BlackLine of $8.1 million, or $0.13 per diluted share, versus $0.10 a year earlier. The company also gave second quarter and full-year 2026 outlook, with full-year GAAP revenue expected at $765 million to $769 million and non-GAAP net income per share at $2.42 to $2.53.
Q1 2026 GAAP revenue $183.2 million, up 9.7%; billings $173.7 million, up 9.2%
GAAP net income attributable to BlackLine $8.1 million, or $0.13 per diluted share, versus $0.10 in Q1 2025
Q2 2026 GAAP revenue guided to $186 million to $188 million; full-year 2026 GAAP revenue guided to $765 million to $769 million
Repurchased about 1.2 million shares for $47.1 million; about $217.4 million of buyback capacity remained at March 31, 2026
BlackLine agreed on March 9, 2026 to a cooperation letter with activist investor Engaged Capital, under which the board will expand to 14 directors and add Megan Prichard and Storm Duncan. The agreement includes standstill and voting commitments from Engaged Capital through a Restricted Period, which shareholders may view as a governance settlement rather than a change in business results.
Board size increases to 14 directors; Megan Prichard (Class II, term to 2027 annual meeting) and Storm Duncan (Class III, term to 2028 annual meeting) join effective March 11, 2026
Duncan joins the Strategic Committee, which will include David Henshall, Scott Davidson, Greg Hughes and Duncan
Engaged Capital agrees to vote for board nominees and to standstill limits, including not acquiring 9.9 percent or more of voting securities
The Restricted Period ends on a date tied to the 2027 annual meeting nomination deadline or 120 days before the first anniversary of the 2026 annual meeting, whichever is earlier
BlackLine reported fourth-quarter 2025 revenue of $183.2 million, up 8.1% from a year earlier, but GAAP net income attributable to the company fell to $4.9 million, or $0.08 per diluted share, from $56.4 million, or $0.79, in the fourth quarter of 2024. Non-GAAP net income rose to $45.2 million, or $0.63 per share, and the company gave 2026 guidance of $764 million to $768 million in GAAP revenue.
Q4 2025 GAAP revenue $183.2 million, up 8.1%; full-year 2025 revenue $700.4 million, up 7.2%
Q4 GAAP net income $4.9 million ($0.08 per diluted share) vs. $56.4 million ($0.79) a year earlier; non-GAAP net income $45.2 million ($0.63) vs. $34.6 million ($0.47)
Q4 operating cash flow $26.7 million vs. $43.8 million; full-year 2025 share repurchases totaled $235.5 million
2026 guidance: GAAP revenue $764 million to $768 million for the full year and $180 million to $182 million for Q1
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every BlackLine Systems filing is on SEC EDGAR ↗. 8-K briefs of other companies →