BILL Holdings (BILL) Q1 Earnings and Revenues Top Estimates

Core Insights - BILL Holdings reported quarterly earnings of $0.61 per share, exceeding the Zacks Consensus Estimate of $0.51 per share, but down from $0.63 per share a year ago, representing an earnings surprise of +19.61% [1] - The company achieved revenues of $395.74 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.31% and increasing from $358.45 million year-over-year [2] - BILL Holdings has consistently surpassed consensus EPS estimates over the last four quarters [2] Financial Performance - The company has shown a significant earnings surprise of +29.27% in the previous quarter, where it reported earnings of $0.53 per share against an expected $0.41 per share [1] - BILL Holdings shares have declined approximately 45.1% since the beginning of the year, contrasting with the S&P 500's gain of 15.6% [3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.52, with expected revenues of $398.78 million, and for the current fiscal year, the estimate is $2.14 on $1.62 billion in revenues [7] - The company's favorable estimate revisions trend prior to the earnings release has resulted in a Zacks Rank 2 (Buy), indicating expected outperformance in the near future [6] Industry Context - The Internet - Software industry, to which BILL Holdings belongs, is currently ranked in the top 35% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]