Bill.com Set to Report Q2 2026 Financial Performance

Investors will be scrutinizing the upcoming quarterly results from Bill.com Holdings, a leader in financial automation software. The company is scheduled to release its figures for the second quarter of fiscal year 2026 after the U.S. market closes this Thursday. The report will provide a critical look at whether the firm is meeting its strategic goals in a competitive landscape.

Key Details for the Earnings Release:

• Date & Time: Thursday, February 5, 2026 (after U.S. market close)
• Period Covered: Second quarter, fiscal 2026 (ended December 31, 2025)
• Expected EPS Range: $0.54 to $0.57
• Full-Year Revenue Guidance: $1.46 billion to $1.49 billion

Market attention is centered on the company's adjusted earnings per share, with Wall Street anticipating a result between $0.54 and $0.57. This projected range indicates a potential sequential decline from the $0.61 EPS reported in the first quarter of FY 2026. During that prior quarter, revenue saw a 10.4% increase, reaching $395.74 million. A year-over-year comparison also reveals a shift, as the company posted a $0.63 EPS in the equivalent quarter last year. The key question for analysts is whether management can stabilize this profitability trend amid current market pressures.

Operational efficiency, particularly the operating margin, is another major point of interest. The integration of artificial intelligence features and the progress of key partnerships aimed at enhancing payment processing efficiency will be closely evaluated.

Should investors sell immediately? Or is it worth buying Bill Com Holdings?

Full-Year Ambitions and Platform Growth

For the complete fiscal year 2026, Bill.com's leadership has outlined ambitious targets. The company aims for an adjusted EPS between $2.11 and $2.25. Its core revenue is projected to land in the $1.46 billion to $1.49 billion range.

Achieving these goals is closely tied to the continued expansion of its cloud-based platform, which is currently utilized by nearly half a million businesses and over 9,000 accounting firms. The full-year target for the operating margin stands between 16% and 17%, which corresponds to an expected non-GAAP operating income of $257 million to $277 million.

The detailed quarterly report will be published at approximately 10:00 PM Central European Time on Thursday. Management will then host a conference call with analysts at 10:30 PM CET. During this call, executives are likely to address the spending patterns of small and midsize business clients during the important December quarter and reaffirm or adjust margin objectives for the second half of the fiscal year.