Growth Metrics

Expensify (EXFY) Retained Earnings (2020 - 2026)

Expensify recorded quarterly Retained Earnings of -$174.6 million in Q1 2026, down 1.36% quarter-over-quarter from -$172.2 million in Q4 2025, and down 13.35% year-over-year from -$201.4 million in Q1 2025.

Expensify's Retained Earnings history runs 7 years deep, the most recent figure standing at -$174.6 million for Q1 2026.

  • In Q1 2026, Retained Earnings fell 13.35% year-over-year to -$174.6 million; the TTM figure through Mar 2026 stood at -$174.6 million (down 13.35% YoY), while the FY2025 annual figure was -$172.2 million, down 14.18% from the prior year.
  • Retained Earnings came in at -$174.6 million for Q1 2026 at Expensify, down from -$172.2 million in the prior quarter.
  • In the past five years, Retained Earnings ranged from a high of -$73.3 million in Q1 2022 to a low of -$174.6 million in Q1 2026.
  • A 5-year average of -$132.8 million and a median of -$144.6 million in 2024 frame the typical range for Retained Earnings.
  • Across the five-year window, Retained Earnings plunged 103.36% in 2022 and fell 6.53% in 2025, its largest moves.
  • Expensify's Retained Earnings stood at -$97.6 million in 2022, then tumbled by 44.27% to -$140.8 million in 2023, then dropped by 7.14% to -$150.8 million in 2024, then declined by 14.18% to -$172.2 million in 2025, then dropped by 1.36% to -$174.6 million in 2026.
  • According to Business Quant data, Retained Earnings over the past three periods registered -$174.6 million, -$172.2 million, and -$165.1 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 Sap Se 253.17 Bn 235.20 Bn 8.16 Bn 57.69 Bn
2 Salesforce 171.07 Bn 161.50 Bn 8.69 Bn 22.22 Bn
3 Uber Technologies 151.10 Bn 150.06 Bn 11.88 Bn -421.00 Mn
4 Shopify 134.25 Bn 128.50 Bn 1.55 Bn 2.28 Bn
5 ServiceNow 105.72 Bn 100.54 Bn 2.83 Bn 5.71 Bn
6 Cadence Design Systems 101.64 Bn 100.23 Bn 1.26 Bn -40.09 Mn
7 Adobe 100.35 Bn 93.46 Bn 5.73 Bn -295.00 Mn
8 Automatic Data Processing 90.91 Bn 87.68 Bn 2.87 Bn -853.10 Mn
9 Intuit 88.30 Bn 81.52 Bn 6.77 Bn 22.85 Bn
10 Expensify 106.84 Mn 40.31 Mn 16.17 Mn -174.55 Mn

Historic Data

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DateValue
Mar 31, 2026 -174.55 Mn
Dec 31, 2025 -172.22 Mn
Sep 30, 2025 -165.10 Mn
Jun 30, 2025 -162.79 Mn
Mar 31, 2025 -154.00 Mn
Dec 31, 2024 -150.83 Mn
Sep 30, 2024 -149.52 Mn
Jun 30, 2024 -147.32 Mn
Mar 31, 2024 -144.55 Mn
Dec 31, 2023 -140.77 Mn
Sep 30, 2023 -133.57 Mn
Jun 30, 2023 -116.57 Mn
Mar 31, 2023 -103.52 Mn
Dec 31, 2022 -97.57 Mn
Sep 30, 2022 -89.52 Mn
Jun 30, 2022 -81.28 Mn
Mar 31, 2022 -73.28 Mn
Dec 31, 2021 -65.91 Mn
Sep 30, 2021 -44.02 Mn
Dec 31, 2020 -52.35 Mn