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Box (DE:3BX)
FRANKFURT:3BX
Earnings Data
Report Date
Jun 02, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.31Last Year’s EPS
0.26Same Quarter Last Year
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational story: accelerating product and AI momentum, clear early traction for Enterprise Advanced (10% of revenue) with significant pricing uplifts, improved forward revenue visibility (RPO), strong margins and record free cash flow. Near-term cautions include modest billings growth, FX headwinds (notably Q1 USD/JPY impact), deliberate FY27 investments that temper margin expansion, and only modest net retention improvement. Overall, the positives — product/AI momentum, topline acceleration, RPO growth, margin/profitability and capital returns — outweigh the near-term execution and macro headwinds.Company Guidance
Strong Q4 and FY26 Revenue with EPS Beat
Q4 revenue of $306M, up 9% year-over-year (8% in constant currency). FY26 revenue of $1.18B, up 8% year-over-year (7% constant currency). Q4 non-GAAP EPS of $0.49, above guidance ($0.33) and above company expectations.
Enterprise Advanced Traction and Pricing Uplift
Enterprise Advanced customers now represent 10% of revenue after one year in market. Customers upgrading to Enterprise Advanced have delivered price-per-seat uplifts averaging 30%–40% versus Enterprise Plus (at the high end of prior 20%–40% expectations).
Improved Forward Visibility (RPO) and Bookings Strength
Remaining performance obligations (RPO) ended Q4 at $1.7B, up 17% year-over-year (16% constant currency); short-term RPO grew 12% YoY. Company expects to recognize ~55% of RPO over the next 12 months. Q4 billings were $420M, up 5% YoY (4% constant currency), driven by strong Q4 bookings.
Margin and Profitability Progress
Q4 gross margin 82.3%, up 130 basis points YoY and above guidance. FY26 operating margin ~28.3% (Aaron/Dylan cited ~28%), record Q4 operating income of $94M and Q4 operating margin of 30.6%, both above guidance.
Record Free Cash Flow and Active Capital Return
FY26 free cash flow was a record $313M, up 3% YoY; Q4 free cash flow was $98M. During FY26 the company repurchased ~9.7M shares for ~$293M (~>90% of FY26 FCF) and reduced basic shares outstanding by >3M.
Product and AI Momentum
Multiple product launches and enhancements in FY26: general availability of Box Extract, Box Shield Pro, Box AI Studio integrations with Anthropic (Claude Opus 4.5/4.6), Google Gemini 3.0 Flash, OpenAI GPT-5.2. Roadmap includes Box Automate (H1 launch), next-gen AI agents, expanded Box Platform APIs and continued Box Shield/Governance enhancements.
Healthy Customer & GTM Dynamics
Customers paying at least $100k annually grew 9% YoY. Suites customers now account for 66% of revenue (up from 60% a year ago). Notable partner and customer wins across regulated and enterprise verticals (government regulator case management, global insurance, biotech, robotics), and strengthened SI and cloud marketplace partnerships.
DE:3BX 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
DE:3BX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 03, 2026 | €19.73 | €21.64 | +9.65% |
Dec 02, 2025 | €25.24 | €24.60 | -2.54% |
Aug 26, 2025 | €26.94 | €27.81 | +3.23% |
May 27, 2025 | €27.52 | €30.90 | +12.28% |
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 Box (DE:3BX) report earnings?
Box (DE:3BX) is schdueled to report earning on Jun 02, 2026, After Close (Confirmed).
What is Box (DE:3BX) earnings time?
Box (DE:3BX) earnings time is at Jun 02, 2026, After Close (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 Box stock?
The P/E ratio of Box is N/A.
What is DE:3BX EPS forecast?
DE:3BX EPS forecast for the fiscal quarter 2027 (Q1) is 0.31.
