Navan, Inc. Class A (NAVN)
NASDAQ:NAVN
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Earnings Data
Report Date
Dec 21, 2026After Close (Confirmed)
Period Ending
2027 (Q3)Consensus EPS Forecast
―Last Year’s EPS
0.14Same Quarter Last Year
Strong Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong, broad-based momentum: significant top-line growth (50% GBV, 40% revenue YoY), margin expansion (non-GAAP operating margin up 900 bps), improved cash and FCF, rapid AI model adoption, record RFP activity and major new wins. Headwinds are manageable and mostly structural — mix-driven yield pressure, a multi-year migration of Reed & Mackay, seasonal Q2 guidance and exposure to travel disruptions — but they do not materially offset the positive operational and financial progress reported. Overall the company is delivering both growth acceleration and operating leverage while investing in product and AI.Company Guidance
Strong Top-Line Growth
Q1 gross bookings of $3.1B, up 50% year-over-year; Q1 revenue of $220M, up 40% year-over-year.
Guidance Raise and Full-Year Outlook
Fiscal 2027 revenue guidance raised to $907M–$913M (midpoint ~30% YoY growth); non-GAAP operating profit guidance $76M–$80M (9% margin at midpoint).
Margin Expansion
Q1 non-GAAP operating margin was 11%, an increase of 900 basis points versus Q1 last year, demonstrating operating leverage alongside growth.
Improved Cash and Free Cash Flow
Cash and short-term investments of $681M; free cash flow improved to $2M over the last 12 months versus a $52.4M burn the prior year, and fiscal '27 expects continued cash generation.
Rapid AI Adoption and Efficiency Gains
Usage of Navan's proprietary model rose to ~30% from 20% in a few weeks, improving accuracy, efficiency and gross margin potential while lowering reliance on more expensive frontier models.
Go-to-Market Momentum and Pipeline
RFP volume increased >200% YoY in Q1; PLG revenue doubled YoY; SLG enterprise momentum with faster ramping; 45 of the Fortune 500 are customers (up from 28 a year ago).
Payments and Platform Adoption
Payments volume grew 29% YoY in Q1; attachment rates for travel payments rising, supporting platform monetization and cross-sell.
Major New Customer Wins and Product Traction
Signed the largest ACV in company history (new end-to-end customer for travel, payments and expense); Navan Edge adoption accelerating with rapid product improvements and internal metrics ahead of plan.
Customer Experience Metrics
Strong service metrics reported: NPS ~45 and CSAT ~96%, supported by Cognition orchestration of AI agents and humans.
Strategic Partnerships and Integrations
Launched Navan Anywhere integration with Google Gemini and expanded NDC/direct connects to airlines and hotels to improve product coverage and merchandising.
NAVN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NAVN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 10, 2026 | $20.87 | $22.63 | +8.43% |
Mar 25, 2026 | $9.15 | $13.11 | +43.28% |
Dec 15, 2025 | $14.63 | $12.90 | -11.86% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Navan, Inc. Class A (NAVN) report earnings?
Navan, Inc. Class A (NAVN) is schdueled to report earning on Dec 21, 2026, After Close (Confirmed).
What is Navan, Inc. Class A (NAVN) earnings time?
Navan, Inc. Class A (NAVN) earnings time is at Dec 21, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is NAVN EPS forecast?
Currently, no data Available
