Expensify (EXFY) Retained Earnings (2020 - 2026)
Expensify's (EXFY) quarterly Retained Earnings came in at $313.0 million in Q2 2026, up 6.23% year-over-year from $294.6 million in Q2 2025, and little changed quarter-over-quarter from $313.1 million in Q1 2026.
Analysis
Expensify (EXFY) Retained Earnings (2020 - 2026) Analysis & Trends
Expensify has disclosed Retained Earnings across 7 years of filings, most recently posting $313.0 million for Q2 2026.
- In Q2 2026, Retained Earnings rose 6.23% year-over-year to $313.0 million; the TTM figure through Jun 2026 stood at $313.0 million (up 6.23% YoY), while the FY2025 annual figure was $305.0 million, up 9.28% from the prior year.
- Retained Earnings came in at $313.0 million for Q2 2026 at Expensify, roughly flat from $313.1 million in the prior quarter.
- In the past five years, Retained Earnings ranged from a high of $313.1 million in Q1 2026 to a low of $157.7 million in Q1 2022.
- Average Retained Earnings over 5 years is $248.9 million, with a median of $256.2 million recorded in 2024.
- Year-over-year, Retained Earnings jumped 521.01% in 2022 and climbed 6.23% in 2026.
- Over 5 years, Retained Earnings stood at $194.8 million in 2022, then rose by 23.97% to $241.5 million in 2023, then rose by 15.55% to $279.1 million in 2024, then gained by 9.28% to $305.0 million in 2025, then grew by 2.62% to $313.0 million in 2026.
- Per Business Quant data, the three most recent Retained Earnings figures were $313.0 million in Q2 2026, $313.1 million in Q1 2026, and $305.0 million in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Intuit | 91.01 Bn | 84.23 Bn | 7.24 Bn | 22.85 Bn |
| 2 | Clearwater Analytics Holdings | 7.30 Bn | 7.22 Bn | 145.55 Mn | 1.78 Bn |
| 3 | Navan | 7.02 Bn | 6.34 Bn | 163.06 Mn | 3.28 Bn |
| 4 | BILL Holdings | 4.52 Bn | 2.59 Bn | 356.19 Mn | 5.63 Bn |
| 5 | Blackline | 1.91 Bn | 1.41 Bn | 142.68 Mn | -12.99 Mn |
| 6 | Expensify | 218.72 Mn | 152.96 Mn | 16.33 Mn | 312.96 Mn |
| 7 | Ankam | 27.35 Mn | 27.34 Mn | 44,900.00 | -821,483.00 |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 312.96 Mn |
| Mar 31, 2026 | 313.07 Mn |
| Dec 31, 2025 | 304.95 Mn |
| Sep 30, 2025 | 300.75 Mn |
| Jun 30, 2025 | 294.59 Mn |
| Mar 31, 2025 | 288.64 Mn |
| Dec 31, 2024 | 279.06 Mn |
| Sep 30, 2024 | 269.44 Mn |
| Jun 30, 2024 | 261.31 Mn |
| Mar 31, 2024 | 251.06 Mn |
| Dec 31, 2023 | 241.51 Mn |
| Sep 30, 2023 | 228.62 Mn |
| Jun 30, 2023 | 216.42 Mn |
| Mar 31, 2023 | 206.21 Mn |
| Dec 31, 2022 | 194.81 Mn |
| Sep 30, 2022 | 185.33 Mn |
| Jun 30, 2022 | 173.96 Mn |
| Mar 31, 2022 | 157.74 Mn |
| Dec 31, 2021 | 142.52 Mn |
| Sep 30, 2021 | -44.02 Mn |