BOX INC (BOX) Form 8-K — Aug 25, 2026
Box, Inc. reported record second-quarter fiscal 2027 revenue of $321.1 million, up 9% year over year (11% in constant currency), for the quarter ended July 31, 2026. Billings rose 17% to $309.5 million and remaining performance obligations reached $1.7 billion, up 15%. Profitability improved broadly: GAAP operating margin expanded to 10.2% from 7.0%, non-GAAP operating margin reached 29.4%, and GAAP diluted EPS was $0.09 versus $0.05 a year ago.
Key figures
- Eps
- 0.09
- Revenue
- 321147000
- Guidance
- Q3 FY27: revenue ~$329M (+9% YoY, +11% cc), GAAP op margin ~10.0%, non-GAAP op margin ~28.0%, GAAP EPS ~$0.12, non-GAAP EPS ~$0.39. Full-year FY27: revenue ~$1.290B (+10% YoY, +11% cc), GAAP op margin ~9.5%, non-GAAP op margin ~28.0%, GAAP EPS ~$0.38, non-GAAP EPS ~$1.54 (includes $0.09 FX headwind, $0.01 higher than prior expectations).
- Net Income
- 19221000
- Total Debt
- 452212000
- Revenue Yoy
- +9% (+11% constant currency)
- Total Assets
- 1404234000
- Cash Position
- 342870000
- Rpo
- 1.7 billion
- Rpo Yoy
- +15% (+17% constant currency)
- Billings
- 309506000
- Non Gaa PEps
- 0.4
- Billings Yoy
- +17% (+16% constant currency)
- Long Term Rpo
- 787000000
- Short Term Rpo
- 904700000
- Free Cash Flow Yoy
- +67%
- Q2 Buyback Amount
- approximately $66 million
- Q2 Buyback Shares
- 2.6 million shares
- Gaap Eps Prior Year
- 0.05
- Net Retention Rate
- 106%
- Operating Cash Flow
- 70845000
- Gaap Operating Margin
- 10.2%
- Non Gaa PEps Prior Year
- 0.33
- Non Gaa PFree Cash Flow
- 59739000
- Pct Revenue Outside US
- approximately 35%, of which approximately 70% in Japanese Yen
- Operating Cash Flow Yoy
- +54%
- Non Gaa POperating Margin
- 29.4%
- Remaining Buyback Capacity
- approximately $378 million
- Weighted Avg Diluted Shares
- 139719000
Price after filing
1 day: 0.0%7 days: +5.0%30 days: -2.1%
Close on the filing date to close N calendar days later (from $33.47). Historical, not a forecast.
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