BlackLine, Inc. provides cloud-based solutions to automate and streamline accounting and finance operations in the United States and internationally. It offers financial ...
Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $700.4M | +7.2% | +2.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $24.5M | -84.8% | +102.8% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +75.2% | -0.0% | -0.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +4.8% | +68.0% | +35.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +3.5% | -85.8% | +97.8% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $161.5M | -14.4% | -2.5% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +23.1% | -20.2% | -4.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 282.9% | +37.9% | -2.8% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.47x | -43.0% | +1.0% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.8B | -3.6% | +0.9% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.39 vs 2.08 | -81.3% | 0.27 vs 0.63 | -57.3% |
| Revenue Surprise | $700.4M vs $700.2M | +0.0% | $187.8M vs $194.2M | -3.3% |
Operator: Good day, and thank you for standing by. Welcome to Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Matt Humphries, SVP of Investor Relations. Matt Humphries: Good afternoon, and thank you for joining us today. With me on the call are Owen Ryan, Chief Executive Officer of BlackLine, as well as Patrick Villanova, Chief Financial Officer. For the Q&A portion of today's call, we'll also have Jeremy Ung, BlackLine's Chief Technology Officer, join us. Before we get started, I'd like to note that certain statements made during this conference call that are not historical facts including those regarding our future plans, objectives and expected performance, in particular, our guidance for Q3 and full year 2026, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements represent our outlook only as of the date of this call. While we believe any forward-looking statements made during the call are reasonable, actual results could differ materially as these statements are based on our current expectations as of today, and are subject to risks and uncertainties, including those stated in our periodic reports filed with the Securities and Exchange Commission, in particular, our Form 10-K and Form 10-Q. We do not undertake and expressly disclaim any obligation to update or alter our forward-looking statements, whether as a result of new information, future events or otherwise, except as required by applicable law. All comparisons we make on the call today relate to the corresponding period of last year, unless otherwise noted. Unless otherwise stated, our financial measures disclosed on this call will be non-GAAP. A discussion of these non-GAAP financial measures and information regarding reconciliations of our historical GAAP versus non-GAAP results is available in our earnings release and presentation, which may be found on our Investor Relations website at investors.blackline.com or on our Form 8-K filed with the SEC today. Now, I'll turn the call over to BlackLine's Chief Executive Officer, Owen Ryan. Owen? Owen Ryan: Thank you, Matt. Good afternoon, everyone. I want to start this quarter with a short overview of the financial results before Patrick does a deeper dive. I also want to walk through the deal timing dynamics that shape this quarter and then give you a sense of the period we have just lived through because I believe the first half of 2026 is likely the most consequential period in this company's 25-year history. This was a good quarter on the measures that matter for discipline and durability. Revenue grew 9.2%, non-GAAP operating margin came in at 23.3%, and we generated $37 million of free cash flow. Now on deal timing, it has become harder to predict this year. AI has put every finance …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Stuart Van Houten | Chief Commercial Officer | USD 1,029,210 | Male | 1967 | Active |
Owen Ryan | Chairman & Chief Executive Officer | USD 1,011,609 | Male | 1963 | Active |
Karole Morgan-Prager | Chief Legal & Administrative Officer and Secretary | USD 913,268 | Female | 1963 | Active |
Therese Tucker | Founder & Director | USD 910,979 | Female | 1961 | Active |
Jeremy Ung | Chief Technology Officer | USD 814,029 | Male | 1983 | Active |
Patrick Villanova | Chief Financial Officer | USD 790,586 | Male | 1978 | Active |
Matt Humphries | Vice President of Investor Relations | — | Male | — | Active |
Kimberly Uberti | Vice President of Global Corporate Communications | — | Female | — | Active |
Sumit Johar | Chief Information Officer | — | Male | 1977 | Active |
Michelle D. Stalick | Chief Accounting Officer | — | Female | 1977 | Active |
Emily Campbell | Chief Marketing Officer | — | Female | 1971 | Active |
Investors with an interest in Internet - Software stocks have likely encountered both 8x8 (EGHT) and BlackLine (BL). But which of these two companies is the best option for those looking for undervalued stocks?
LOS ANGELES, Aug. 26, 2026 (GLOBE NEWSWIRE) -- BlackLine, Inc. (Nasdaq: BL) announced today that members of BlackLine's management team will attend the following upcoming investor conference:
Bank of America Corp DE lowered its position in shares of BlackLine (NASDAQ: BL) by 4.1% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 914,813 shares of the technology company's stock after selling 39,404 shares during the quarter.
Enterprises can now accept payments directly inside BlackLine, shortening collection cycles, removing manual reconciliation steps, and improving cash flow visibility MONTREAL and LOS ANGELES, Aug. 5, 2026 /PRNewswire/ -- Nuvei, the global fintech building the infrastructure for every payment, everywhere, today announced a partnership with BlackLine, the Agentic Financial Operations Platform™ for the Office of the CFO, to embed payment acceptance directly into BlackLine's invoice-to-cash platform. The partnership, already live with enterprise customers, combines BlackLine's invoice presentment and payment capabilities with Nuvei's payments infrastructure, enabling customers to settle an invoice the moment they receive it and have that payment matched and reconciled automatically.
BlackLine, Inc. (BL) Q2 2026 Earnings Call Transcript
Est. EPS $0.63 · Revenue $194.17M · 9 analysts
Est. EPS $0.70 · Revenue $201.83M · 8 analysts
Est. EPS $2.48 · Revenue $766.85M · 7 analysts
Est. EPS $0.62 · Revenue $201.79M · 3 analysts
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | Stalick Michelle D | officer: Chief Accounting Officer | Common Stock | D | 780 | $33.65 |
| Aug 24, 2026 | Tucker Therese | director | Common Stock | A | 26,560 | $14.00 |
| Aug 24, 2026 | Tucker Therese | director | Common Stock | A | 70,000 | $14.00 |
| Aug 24, 2026 | Tucker Therese | director | Common Stock | D | 70,000 | $31.96 |
| Aug 24, 2026 | Tucker Therese |
EPS $0.39 · Revenue $700.43M
| director |
| Stock Option (Right to Buy) |
| D |
| 70,000 |
| $14.00 |
