Core Insights - BILL reported Q3 CY2025 results that exceeded market revenue expectations, with a year-on-year sales increase of 10.4% to $395.7 million [1][6][7] - The company anticipates next quarter's revenue to be approximately $399.5 million, aligning closely with analysts' estimates [1] - Non-GAAP profit per share was $0.61, surpassing analysts' consensus by 20.5% [1][6] Company Overview - BILL is a financial automation platform that aims to streamline back-office financial operations for small and midsize businesses through a cloud-based solution [3] Revenue Growth - Over the past five years, BILL has achieved a compounded annual growth rate of 54.8% in sales, outperforming the average software company [4] - The annualized revenue growth over the last two years stands at 15%, which is below the five-year trend but still considered respectable [5] Financial Performance - Q3 revenue was $395.7 million, exceeding analyst estimates of $391 million by 1.2% [6] - Adjusted EPS was $0.61, beating the expected $0.51 by 20.5% [6] - Adjusted Operating Income reached $68.24 million, with a margin of 17.2%, surpassing estimates by 20.7% [6] - Full-year revenue guidance was slightly raised to $1.61 billion at the midpoint [6] - Full-year Adjusted EPS guidance was increased to $2.18 at the midpoint, reflecting a 3.8% rise [6] - Operating Margin was reported at -5.2%, a decline from -2.1% in the same quarter last year [6] - Free Cash Flow Margin improved to 20.8%, up from 17.9% in the previous quarter [6] - Customer count increased to 498,100, up from 493,800 in the prior quarter [6] - Market Capitalization is currently at $4.73 billion [6] Future Outlook - Management is guiding for a 10.2% year-on-year increase in sales for the next quarter [7] - Analysts project a revenue growth of 10.8% over the next 12 months, indicating a potential deceleration compared to the previous two years [8]
BILL (NYSE:BILL) Posts Better-Than-Expected Sales In Q3, Stock Soars