Expensify (EXFY) Retained Earnings (2020 - 2026)

Expensify's (EXFY) quarterly Retained Earnings came in at -$174.6 million in Q1 2026, down 13.35% year-on-year from -$201.4 million in Q1 2025, and down 1.36% quarter-over-quarter from -$172.2 million in Q4 2025.

Expensify (EXFY) Retained Earnings (2020 - 2026) Analysis & Trends

Expensify has disclosed Retained Earnings across 7 years of filings, most recently posting -$174.6 million for Q1 2026.

  • Retained Earnings for Q1 2026 came in at -$174.6 million, down 13.35% year-over-year; the trailing twelve-month figure through Mar 2026 was -$174.6 million (down 13.35% YoY), and the FY2025 annual result 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.
  • The 5-year median for Retained Earnings is -$144.6 million (2024), against an average of -$132.8 million.
  • Across the five-year window, Retained Earnings sank 103.36% in 2022 and declined 6.53% in 2025, its largest moves.
  • Expensify's Retained Earnings stood at -$97.6 million in 2022, then plunged by 44.27% to -$140.8 million in 2023, then slipped by 7.14% to -$150.8 million in 2024, then dropped by 14.18% to -$172.2 million in 2025, then slipped by 1.36% to -$174.6 million in 2026.
  • The last three Retained Earnings figures came in at -$174.6 million (Q1 2026), -$172.2 million (Q4 2025), and -$165.1 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 Sap Se 238.14 Bn 220.17 Bn 8.16 Bn 57.69 Bn
2 Full Truck Alliance 166.83 Bn 164.28 Bn - 350.50 Mn
3 Uber Technologies 150.36 Bn 149.32 Bn 11.88 Bn -421.00 Mn
4 Shopify 147.75 Bn 142.01 Bn 1.55 Bn 2.28 Bn
5 Salesforce 140.39 Bn 128.55 Bn 8.56 Bn 23.95 Bn
6 Cadence Design Systems 105.73 Bn 104.32 Bn 1.26 Bn -40.09 Mn
7 ServiceNow 105.42 Bn 100.24 Bn 2.83 Bn 5.71 Bn
8 Automatic Data Processing 89.57 Bn 86.34 Bn 2.87 Bn -853.10 Mn
9 Adobe 85.05 Bn 78.16 Bn 5.90 Bn -247.00 Mn
10 Expensify 118.55 Mn 52.03 Mn 16.17 Mn -174.55 Mn

Historic Data

Download Data
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