Box Q3 revenue rises 9% to $301.1 million; non-GAAP EPS falls to $0.31
Box reported fiscal third-quarter 2026 results for the quarter ended October 31, 2025, with revenue up 9% and remaining performance obligations up 18%, while non-GAAP diluted EPS fell from $0.45 to $0.31 because of a non-cash deferred tax expense. The Board also expanded the stock repurchase program by $150 million, and the company gave fiscal 2026 revenue guidance of about $1.175 billion.
Key points
- Revenue of $301.1 million, up 9% year over year; remaining performance obligations of $1.5 billion, up 18%.
- Non-GAAP diluted EPS of $0.31, compared with $0.45, including a $0.16 negative impact from non-cash deferred tax expenses.
- Board authorized an additional $150 million for the stock repurchase program; about $35 million of capacity remained as of October 31, 2025.
- Full-year fiscal 2026 guidance: revenue of about $1.175 billion and non-GAAP EPS of about $1.28, including a $0.61 deferred tax impact.
The filing
Written by AI on Nov 8, 2026, 12:59 AM ET, from this filing 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 December 02, 2025.
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.