Xero's earnings call presented a generally positive outlook, with strong revenue growth across major regions and successful strategic initiatives like the Melio acquisition. However, challenges such as increased churn and specific regional issues in Canada were noted. Despite these, the overall financial health and strategic positioning of Xero appear robust.

Company Guidance

In the Xero Limited 2026 Interim Results Conference Call, significant guidance and metrics were shared. The company reported a 20% year-over-year increase in operating revenue, reaching $1.194 billion, with adjusted EBITDA rising by 12% to $351 million. The Rule of 40 outcome improved to 44.5%, highlighting strong cash generation. The ANZ region, including Australia and New Zealand, saw robust revenue growth, with Australia achieving a 19% increase. International markets, notably the U.K. and North America, showed impressive revenue growth of 24% and 21% respectively, despite challenges such as the absence of Xerocon revenue. The acquisition of Melio was highlighted as a strategic move to bolster U.S. operations, with Melio achieving 68% revenue growth. The company also reported a free cash flow margin of 26.9% and a $3.2 billion net cash position, reflecting disciplined financial management. Anticipated impacts from the Melio acquisition include a shift to a net debt position, which may affect the Rule of 40 performance in the latter half of fiscal '26. Overall, Xero demonstrated a strategic balance of revenue growth and profitability, underscoring a positive outlook for sustained financial performance.

Strong Revenue Growth

Operating revenue grew 20% year-over-year to $1.194 billion, or 18% in constant currency, demonstrating sustained growth despite tough prior comparisons.

Regional Success

Australia delivered 19% revenue growth with subscribers up 9%. The UK and North America also showed strong performance with 25% and 21% revenue growth, respectively.

International Segment Growth

The International segment, including the U.K., North America, and Rest of World markets, saw a 24% revenue increase year-over-year, highlighting strong execution against strategic priorities.

Melio Acquisition and Integration

Completion of the Melio acquisition in October is expected to accelerate growth in the U.S. market, with plans to integrate Melio bill pay into Xero by December 2025.

Rule of 40 Achievement

Xero delivered a Rule of 40 outcome of 44.5%, an increase of 0.6 percentage points year-over-year, indicating strong cash generation and balanced growth.

Xero Limited (AU:XRO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AU:XRO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 14, 2026	2026 (Q4)	0.54 / -	0.755	―	―	―
Nov 13, 2025	2026 (Q2)	0.83 / 0.72	0.593	21.35% (+0.13)
May 14, 2025	2025 (Q4)	0.69 / 0.75	0.859	-12.12% (-0.10)
Nov 13, 2024	2025 (Q2)	0.64 / 0.59	0.328	80.95% (+0.27)
May 22, 2024	2024 (Q4)	0.62 / 0.86	0.211	307.41% (+0.65)
Nov 08, 2023	2024 (Q2)	0.38 / 0.33	-0.095	443.64% (+0.42)
May 17, 2023	2023 (Q4)	0.13 / 0.21	-0.016	1450.00% (+0.23)
Nov 09, 2022	2023 (Q2)	0.09 / -0.10	-0.036	-161.90% (-0.06)
May 11, 2022	2022 (Q4)	0.03 / -0.02	-0.087	82.00% (+0.07)	―	―
Nov 10, 2021	2022 (Q2)	0.15 / -0.04	0.208	-117.50% (-0.24)	―	―

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

AU:XRO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 13, 2025	AU$140.00	AU$127.36	-9.03%
May 14, 2025	AU$173.86	AU$182.05	+4.71%
Nov 13, 2024	AU$161.55	AU$171.00	+5.85%
May 22, 2024	AU$124.00	AU$134.84	+8.74%

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 Xero Limited (AU:XRO) report earnings?

Xero Limited (AU:XRO) is schdueled to report earning on May 14, 2026, TBA (Confirmed).

What is Xero Limited (AU:XRO) earnings time?

Xero Limited (AU:XRO) earnings time is at May 14, 2026, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of Xero Limited stock?

The P/E ratio of Xero Limited is N/A.

What is AU:XRO EPS forecast?

AU:XRO EPS forecast for the fiscal quarter 2026 (Q4) is 0.54.

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