BILL Holdings (BILL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - BILL Holdings reported revenue of $383.35 million for the quarter ended June 2025, marking an 11.6% year-over-year increase [1] - The company's EPS for the same period was $0.53, down from $0.57 a year ago, but exceeded the consensus estimate of $0.41 by 29.27% [1] - The reported revenue surpassed the Zacks Consensus Estimate of $375.7 million, resulting in a surprise of 2.04% [1] Key Performance Metrics - Total Payment Volume reached $86 billion, exceeding the estimated $83.4 billion [4] - Transactions processed amounted to 33 million, surpassing the average estimate of 32.42 million [4] - Revenue from subscription and transaction fees was $345.95 million, compared to the estimated $339.06 million, reflecting a 14.8% increase year-over-year [4] - Revenue from interest on funds held for customers was $37.4 million, slightly above the estimated $35.92 million, but showed a year-over-year decline of 11.7% [4] Stock Performance - Shares of BILL Holdings have declined by 9.8% over the past month, while the Zacks S&P 500 composite increased by 1.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]