BlackLine Q3 2026 EPS Tops Estimates at $0.64, but Revenue Misses at $193.4M

BlackLine (BL) posted mixed third-quarter 2026 results, with adjusted EPS above the estimate and revenue below it. Revenue was $193.4 million, up 8.5% from a year earlier, below the $194.2 million estimate, and adjusted EPS was $0.64, up 25% from a year earlier, above the $0.63 estimate.

Shares fell 0.2% in after-hours trading as of 4:05 p.m. ET, to $33.61 from a $33.67 close.

Q3 2026 scorecard

By our calculation, revenue was $771 thousand below the estimate and adjusted EPS was $0.01 above it. The QoQ column compares with the previous quarter's revenue of $187.8 million and adjusted EPS of $0.61. The YoY column compares with $178.3 million and $0.51 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 6 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 3 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $178.3 million, $183.2 million, $183.2 million, $187.8 million and $193.4 million.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $0.69 and revenue of $201.8 million next quarter, based on 8 analysts.
• Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 8.5% increase to $193.4 million.
• Estimate record. Whether BlackLine extends a record of beating EPS estimates in 6 of its last 8 reports.
• Related coverage. See our reports on BJ's Restaurants, Federal Agricultural Mortgage, AvePoint and Artivion.

Sources: Results are from BlackLine's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from BlackLine's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.