Box sells cloud-based productivity and collaboration tools, targeting businesses and enterprises. The next catalyst is Oct 28, 2026 — Q3 2026 Earnings Release, which will test the business’s ability to sustain revenue growth and improve margins amid rising costs and competitive pressure.
- Revenue grew 8% YoY to $1.22B, with a net margin of 5.1% (TTM).
- Net income was $62.46M, but shareholders’ equity remains negative at -$299.28M.
- Leverage is negative at -1.51x debt-to-equity, suggesting a capital-light model.
The schedule
- Wed28Oct
The earnings report will test the company's ability to meet revenue and EPS guidance, with a focus on cloud adoption and enterprise software growth. This differs from the last print, which saw a muted response due to softer-than-expected enterprise demand.
- Wed2Dec
The report will test the company's ability to sustain growth in the cloud and enterprise software segments, with a focus on new customer acquisition and product innovation. This differs from the last print, which saw a mixed reaction due to slower-than-expected product adoption.
- Thu7Jan
This report will test the company's ability to maintain momentum in the cloud and enterprise software segments, with a focus on expansion into new markets and increased product usage. The last similar print saw a positive reaction due to strong market expansion.
Past
- Tue3Mar
Actual outcome: Bull · $25.65 at outcome
Box delivered solid Q4 results, featuring a 9% year-over-year revenue increase to $305.88 million and expanding operating margins. The stock rallied as investors were encouraged by the company's consistent top-line growth, improving net retention, and rising remaining performance obligations (RPO).
Box delivered solid Q4 results, featuring a 9% year-over-year revenue increase to $305.88 million and expanding operating margins. The stock rallied as investors were encouraged by the company's consistent top-line growth, improving net retention, and rising remaining performance obligations (RPO).