Navan, Inc. Q4 2026 Earnings Recap

NAVN Q4 2026 March 26, 2026

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Navan, Inc. delivered a robust Q4 with 35% year-over-year revenue growth and achieved free cash flow positivity for the first time, indicating strong operational momentum.

Earnings Per Share Beat

$0.02 vs $-0.06 est.

+133.3% surprise

Revenue Beat

177918000 vs 162234000 est.

+9.7% surprise

Market Reaction

1-Day +43.28%

5-Day +44.7%

30-Day +67.76%

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Key Takeaways

Q4 revenue reached $178 million, driven by a 42% increase in Gross Booking Value (GBV) to $2.3 billion.
Non-GAAP operating margin was breakeven, reflecting an 1,100 basis points improvement year-over-year.
Successfully retired the Reed & Mackay brand for future sales, resulting in a strategic non-cash amortization charge of $36.2 million.
Ended the year with a strong balance sheet, including $741 million in cash and short-term investments, against $125 million in debt.
Guidance for FY 2027 forecasts revenue between $866 million and $874 million, representing 24% growth at the midpoint.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit NAVN on AllInvestView.