Earnings Releases·Nov 5, 2026, 4:06 PM ET

BlackLine — Third Quarter 2026 Earnings Summary

GAAP revenue rose 8.5% YoY to $193.4 million, while GAAP net income doubled to $10.6 million ($0.18/share) and Non-GAAP net income increased to $44.7 million ($0.64/share); operating margins expanded significantly across both GAAP (8.6%) and Non-GAAP (25.9%) metrics.
Full Year 2026 guidance remains intact with GAAP revenue projected at $759.5–$761.5 million and Non-GAAP net income at $174–$175 million, alongside Q4 2026 revenue guidance of $195–$197 million.
The company executed a $100 million increase to its stock buyback program, repurchasing 1.3 million shares ($39.1 million) in the quarter, leaving $240.6 million in remaining capacity.
Strategic growth was driven by the acquisition of NetNow to enhance Invoice-to-Cash capabilities and the deployment of the Agentic Financial Operations Platform powered by AI, supported by a 103% dollar-based net revenue retention rate.