Klaviyo, Inc. (KVYO) · Nov 4, 2026 · Earnings

Klaviyo earnings beat as FY26 guidance rises, buyback returns

Beat — Non-GAAP EPS $0.22 vs ~$0.17 consensus; revenue $387.2M vs ~$380.0M

Klaviyo earnings beat Q3 revenue and adjusted EPS expectations, while FY26 guidance moved higher and a new $300M buyback replaced the completed authorization.

Klaviyo is moving from an email-and-SMS marketing platform toward an AI-native B2C CRM, using customer data and agents across marketing and service while pushing further upmarket. Its prior quarter had already raised FY26 revenue guidance to $1.526–$1.534 billion, so the question was whether that momentum could hold as growth normalized.

Q3 was a genuine beat, not just a clean quarter. Revenue reached $387.2 million, above both the company’s $377–$381 million guide and the published consensus of about $380.0 million; non-GAAP diluted EPS was $0.22 versus roughly $0.17 expected. Revenue still grew 25% year over year, while non-GAAP operating margin improved slightly to 14.7% from 14.5%. 〔0〕

	Q3 FY26	Q3 FY25	Consensus / guide
Revenue (Financial Highlights)	$387.2M (+24.6%)	$310.9M	~$380.0M / $377–$381M
Non-GAAP diluted EPS (Reconciliation of Net Income)	$0.22	$0.18	~$0.17
Non-GAAP operating income (Financial Highlights)	$56.9M	$45.0M	$40–$43M guide
Non-GAAP operating margin (Financial Highlights)	14.7%	14.5%	10.5–11.0% guide
Free cash flow (Cash Flow Reconciliation)	$24.8M	$47.1M	—

The more important change is the raised outlook. FY26 revenue guidance moved to $1.537–$1.541 billion from the prior $1.526–$1.534 billion range, and projected non-GAAP operating income rose to $233–$236 million from $212–$218 million. That is a meaningful improvement in expected profitability, although Q4’s roughly 21% growth rate shows the business is still decelerating from Q3’s 25%.

Enterprise expansion is supporting the story. Customers generating more than $50,000 of ARR rose 33% year over year, the $250,000-plus cohort grew 49%, and the $500,000-plus cohort grew 57%—evidence that growth is increasingly coming from larger deployments rather than only adding smaller brands.

The new buyback reinforces confidence but also consumes flexibility. Klaviyo authorized another $300 million after completing its prior $500 million program in October. The company still had $705.4 million of cash at September 30, but had already spent $484.4 million on repurchases during the first nine months, while quarterly free cash flow fell to $24.8 million from $47.1 million. The capital return is therefore a fresh positive signal, not a free improvement in operating performance.

Bottom line: Klaviyo delivered a clear earnings beat, raised both revenue and profit guidance, and showed especially strong traction with larger customers. The story advances, though the slower Q4 growth rate and heavier cash deployment keep this from being a complete rewrite of the outlook.

What to watch next

Q4 earnings report, early February 2027

Original filing on SEC EDGAR

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

Community sentiment · 612 votes

58% bullish

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Klaviyo earnings beat as FY26 guidance rises, buyback returns

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