BlackLine, Inc. (BL)

BlackLine’s adjusted EPS topped consensus while revenue came in line in the second fiscal quarter of 2026, reported August 4, 2026, as revenue rose 9.2% to roughly $187.8 million (up from $172.0 million a year ago) and adjusted EPS of $0.61 topped the $0.57 estimate (+6%). On the top line, the United States remained the largest geography at about $126.4 million (up 6.0% year over year), while International revenue grew faster, rising 16.4% to roughly $61.4 million. Profitability held at a gross margin of 76.0% and an operating margin of 5.9%, with gross profit of about $142.7 million and operating income of roughly $11.0 million. Net income nearly doubled, increasing 98.8% to about $16.5 million versus $8.3 million a year ago. The quarter generated operating cash flow of about $45.0 million, and the company repurchased roughly $38.5 million of stock. For the next period, consensus calls for EPS of $0.63 on revenue of $194.2 million.