Jun 2026 (Q2 FY26) — Aug 6, 2026
Expensify Q2 FY26 — Profitability Improvement and New Expensify Growth
Read the full callExpensify (EXFY) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Expensify earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 33.9 | −5.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -8.6 | +20.3 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -3.9 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$2.47 +2.07% · +$0.05
Performance +51.5% 1Y
1Y: $1.63 on 17 Oct 2025 → $2.47. High $2.72 (24 Aug 2026), low $0.75 (17 Mar 2026).
- Previous close
- $2.42
- 52-week range
- $0.75 – $2.72
- One year
- +48.80%
Overview
- Symbol
- EXFY
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Expensify earnings calls (EXFY)
Financials
What the filings say
Net profit, year on year: +56% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 35 | 37 | 36 | 36 | 35 | 35 | 34 | 34 |
| Operating profit | 0 | 0 | -1 | -10 | -2 | -4 | -2 | -3 |
| Operating margin | 0.8% | 1.3% | −4.1% | −28.9% | −6.4% | −11.2% | −5.8% | −8.6% |
| Profit before tax | 0 | -0 | -1 | -9 | -2 | -4 | -2 | -3 |
| Tax rate | 568.7% | −1697.3% | −172.5% | 7.0% | −7.1% | −102.2% | −29.8% | −41.6% |
| Net profit | -2 | -1 | -3 | -9 | -2 | -7 | -2 | -4 |
| EPS ($ per share) | -0.02 | — | -0.03 | -0.10 | -0.03 | — | -0.02 | -0.04 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | — | -52 | -66 | -98 | -141 | -151 | -172 |
| Total liabilities | — | 74 | 107 | 113 | 76 | 45 | 53 |
| Fixed assets | — | 15 | 16 | 14 | 14 | 14 | 13 |
| Total assets | — | 88 | 183 | 210 | 177 | 174 | 186 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | 12 | 8 | 5 | 33 | 2 | 24 | 20 |
| Cash from investing | -5 | -4 | -8 | -2 | -7 | -8 | -4 |
| Cash from financing | 5 | 9 | 81 | -8 | -45 | -22 | -3 |
| Net cash flow | 13 | 12 | 78 | 22 | -51 | -6 | 14 |
| Capital expenditure | -3 | -2 | -3 | -1 | -1 | 0 | -0 |
| Free cash flow | 9 | 5 | 3 | 32 | 0 | 24 | 20 |
Insider filings
78 filings between Nov 3, 2025 and Jul 5, 2026.
Open market
decisions to buy or sellPurchases
$2.19M
6 purchases by 2 insiders
Sales
$493.1K
34 sales by 6 insiders
38% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 25
- Award — granted as compensation
- 10
- Option exercise — converted options into shares
Also filed: 3 other filings.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| McLaughlin Steven J. | $2.13M | — | Mar 11, 2026 |
| Barrett David Michael | — | $338.0K | Jun 1, 2026 |
| Alvarez Divo Carlos Eduardo | — | $85.8K | Jun 15, 2026 |
| Christen Timothy L | $57.2K | — | Nov 11, 2025 |
| Vidal Daniel | — | $32.1K | Mar 24, 2026 |
| Mills Jason Fahr | — | $21.5K | Mar 24, 2026 |
| Schaffer Ryan | — | $14.8K | Mar 24, 2026 |
| Muralidharan Anuradha | — | $811 | Dec 17, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jul 5, 2026 | Liu Ying Director | Award | 3,731 | $0 |
| Jun 15, 2026 | Alvarez Divo Carlos Eduardo Director | Sale 10b5-1 plan | 10,700 | $13.7K |
| Jun 1, 2026 | Barrett David Michael Chief Executive Officer | Sale 10b5-1 plan | 30,000 | $34.5K |
| May 22, 2026 | Liu Ying Director | Award | 123,762 | $0 |
| May 22, 2026 | Christen Timothy L Director | Award | 123,762 | $0 |
| May 22, 2026 | Pao Ellen Director | Award | 123,762 | $0 |
| May 15, 2026 | Alvarez Divo Carlos Eduardo Director | Sale 10b5-1 plan | 10,000 | $11.3K |
| May 1, 2026 | Barrett David Michael Chief Executive Officer | Sale 10b5-1 plan | 30,000 | $32.4K |
| Apr 28, 2026 | Alvarez Divo Carlos Eduardo Director | Sale 10b5-1 plan | 30,728 | $31.0K |
| Apr 5, 2026 | Liu Ying Director | Award | 5,376 | $0 |
| Apr 1, 2026 | Barrett David Michael Chief Executive Officer | Sale 10b5-1 plan | 30,000 | $25.5K |
| Mar 30, 2026 | Alvarez Divo Carlos Eduardo Director | Sale | 12,451 | $10.1K |
| Mar 24, 2026 | Alvarez Divo Carlos Eduardo Director | Sale | 1,699 | $1.4K |
| Mar 24, 2026 | Barrett David Michael Chief Executive Officer | Sale | 10,114 | $8.5K |
| Mar 24, 2026 | Mills Jason Fahr Director | Sale | 1,786 | $1.5K |
| Mar 24, 2026 | Schaffer Ryan Chief Financial Officer | Sale | 2,700 | $2.3K |
| Mar 24, 2026 | Vidal Daniel Director | Sale | 1,510 | $1.3K |
| Mar 20, 2026 | Alvarez Divo Carlos Eduardo Director | Award | 33,633 | $0 |
| Mar 17, 2026 | Mills Jason Fahr Director | Sale | 6,770 | $5.1K |
| Mar 17, 2026 | Barrett David Michael Chief Executive Officer | Sale | 2,692 | $2.0K |
| Mar 17, 2026 | Alvarez Divo Carlos Eduardo Director | Sale | 6,230 | $4.7K |
| Mar 17, 2026 | Vidal Daniel Director | Sale | 6,158 | $4.7K |
| Mar 17, 2026 | Schaffer Ryan Chief Financial Officer | Sale | 3,333 | $2.5K |
| Mar 15, 2026 | Alvarez Divo Carlos Eduardo Director | Option exercise | 2,467 | — |
| Mar 15, 2026 | Mills Jason Fahr Director | Option exercise | 3,822 | — |
| Mar 15, 2026 | Barrett David Michael Chief Executive Officer | Option exercise | 14,463 | — |
| Mar 15, 2026 | Schaffer Ryan Chief Financial Officer | Option exercise | 3,922 | — |
| Mar 15, 2026 | Vidal Daniel Director | Option exercise | 2,826 | — |
| Mar 13, 2026 | Alvarez Divo Carlos Eduardo Director | Award | 16,359 | $0 |
| Mar 13, 2026 | Alvarez Divo Carlos Eduardo Director | Award | 59,500 | $48.8K |
| Mar 13, 2026 | Schaffer Ryan Chief Financial Officer | Award | 8,705 | $0 |
| Mar 13, 2026 | Mills Jason Fahr Director | Award | 26,058 | $0 |
| Mar 13, 2026 | Barrett David Michael Chief Executive Officer | Award | 6,920 | $0 |
| Mar 13, 2026 | Vidal Daniel Director | Award | 72,413 | $59.4K |
| Mar 13, 2026 | Mills Jason Fahr Director | Award | 41,348 | $33.9K |
| Mar 13, 2026 | Vidal Daniel Director | Award | 20,925 | $0 |
| Mar 13, 2026 | Schaffer Ryan Chief Financial Officer | Award | 28,141 | $23.1K |
| Mar 11, 2026 | McLaughlin Steven J. 10% owner | Purchase | 500,000 | $420.0K |
| Mar 9, 2026 | McLaughlin Steven J. 10% owner | Purchase | 455,911 | $432.7K |
| Mar 6, 2026 | McLaughlin Steven J. 10% owner | Purchase | 480,389 | $461.7K |
| Mar 4, 2026 | McLaughlin Steven J. 10% owner | Purchase | 327,144 | $335.0K |
| Mar 3, 2026 | McLaughlin Steven J. 10% owner | Purchase | 500,000 | $485.0K |
| Mar 2, 2026 | Barrett David Michael Chief Executive Officer | Sale 10b5-1 plan | 30,000 | $27.0K |
| Feb 2, 2026 | Barrett David Michael Chief Executive Officer | Sale 10b5-1 plan | 30,000 | $43.5K |
| Jan 5, 2026 | Liu Ying Director | Award | 3,386 | $0 |
| Jan 5, 2026 | Alvarez Divo Carlos Eduardo Director | Other | 5,312 | — |
| Jan 4, 2026 | Alvarez Divo Carlos Eduardo Director | Other | 7,839 | — |
| Jan 2, 2026 | Barrett David Michael Chief Executive Officer | Sale 10b5-1 plan | 30,000 | $45.0K |
| Dec 31, 2025 | Alvarez Divo Carlos Eduardo Director | Other | 20,441 | — |
| Dec 31, 2025 | Alvarez Divo Carlos Eduardo Director | Sale | 6,504 | $9.8K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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