BILL Holdings Inc's stock surged 16.17% in after-hours trading following the release of its second-quarter fiscal 2026 financial results, which significantly exceeded analyst expectations across key metrics.
The company reported adjusted earnings per share of $0.64, beating the consensus estimate of $0.56 by 14.9%. Revenue reached $414.7 million, surpassing the $398.4 million estimate and representing a 14% year-over-year increase. Transaction fees rose 20% to $303.1 million, while core revenue grew 17% year-over-year. BILL also reported adjusted operating income of $74.1 million, well above the $65.7 million forecast.
Management attributed the strong performance to accelerated core revenue growth, a strengthened margin profile, and the company's use of artificial intelligence to streamline B2B transaction workflows. The company provided optimistic guidance for the coming quarters, expecting fiscal Q3 adjusted EPS of $0.53-$0.57 on revenue of $397.5-$407.5 million, and fiscal 2026 adjusted EPS of $2.33-$2.41 on revenue of $1.63-$1.65 billion, all above analyst expectations.