analyzeportfolio
NYSE · Technology

BOX INC (BOX)

As-reported financials and SEC filings for BOX INC. The latest annual period is FY2026. The latest reported quarter is Q2 FY2027. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About BOX INC

Box Inc provides an Intelligent Content Management platform that helps organizations securely manage and collaborate on unstructured data such as documents, videos, and blueprints. Its cloud-based Software-as-a-Service platform supports content lifecycle management, advanced security, compliance, and integration with over 1,500 business applications. Box serves large enterprises across various industries, offering solutions for secure content sharing, workflow automation, and regulatory compliance.

Snapshot

Revenue
$1.18B
Revenue growth (YoY)
8.0%
Net income
$115.4M
Diluted EPS
$0.58
Gross margin
79.2%
Operating margin
7.1%
Net margin
9.8%
FCF margin
29.8%
ROE
net income / fiscal-year-end equity
P/E
51.1×
trailing when available, otherwise FY EPS
Market cap
$4.77B
Long-term debt / equity
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended January 31, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Box

  • Revenue grew 8.0% to $1.2B in FY2026, faster than the 5.0% the year before.
  • Operating margin turned positive at 7.1% in FY2026, from a 3.2% operating loss in FY2022.
  • Most recent quarter Q2 FY2027: revenue $321M, up 9.2% from Q2 FY2026.
  • Free cash flow was $350M in FY2026, 29.8% of revenue.
  • Net income fell 52.8% to $115M in FY2026.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Box’s fundamentals sit among the 332 software companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin79.2%
82nd percentile of 264
Operating margin7.1%
63rd percentile of 303
Net margin9.8%
69th percentile of 307
FCF margin29.8%
86th percentile of 285
Revenue growth (YoY)+8.0%
41st percentile of 325
P/E51.1×
76th percentile of 169
Short interest5.22d
72nd percentile of 330

Box’s FCF margin of 29.8% ranks in the 86th percentile of the 285 software companies reporting it.

No reported insider purchases (code P) in the last 90 days; 11 insider sales totaling $2.2M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among industry peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 1 of the superinvestors we track (plus 6 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
1
+6 quant / multi-strat
Initiated / added
3
0 new, 3 added
Reduced / exited
5
4 trimmed, 1 exited
Combined position
$172.4M
reported long value
InvestorAs ofPosition valueSharesChange
Citadel AdvisorsquantQ2 2026$98.8M3.7MAdded
Two Sigma InvestmentsquantQ2 2026$39.9M1.5MAdded
Millennium ManagementquantQ2 2026$12.3M464.2KReduced
AQR Capital ManagementquantQ2 2026$9.4M355.6KAdded
Point72 Asset ManagementquantQ2 2026$5.1M193.5KReduced
D. E. ShawquantQ2 2026$4.8M179.9KReduced
Gotham Asset ManagementQ2 2026$2.0M76.3KReduced

No longer held by: Renaissance Technologies (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
11
$2.2M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-07
Nottebohm OliviaChief Operating OfficerSell5.8K$32.31$189K
2026-07-21
filed 2026-07-22
Nottebohm OliviaChief Operating OfficerSell5.8K$30.13$176K
2026-07-10
Smith Dylan CChief Financial OfficerSell17.0K$29.05$494K
2026-07-08
filed 2026-07-10
Berkovitch EliVP Chief Acct Ofr & ControllerSell1.8K$28.95$52K
2026-06-26
filed 2026-06-29
Mayer BethanyDirectorSell2.7K$26.11$71K
2026-06-26
filed 2026-06-29
Mayer BethanyDirectorSell1.3K$25.78$34K
2026-06-25
filed 2026-06-29
Nottebohm OliviaChief Operating OfficerSell5.8K$24.97$146K
2026-06-22
filed 2026-06-24
Levie AaronChief Executive OfficerSell15.0K$24.32$365K
2026-06-17
filed 2026-06-22
Berkovitch EliVP Chief Acct Ofr & ControllerSell2.7K$25.32$68K
2026-06-10
Smith Dylan CChief Financial OfficerSell17.0K$26.00$442K
2026-06-10
Nottebohm OliviaChief Operating OfficerSell6.5K$26.17$171K
2026-05-28
filed 2026-05-29
Berkovitch EliVP Chief Acct Ofr & ControllerSell6.3K$25.36$160K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
15.6M
settled 2026-08-14
Change vs prior
+1.6%
vs previous settlement
Days to cover
5.22
at avg daily volume
Avg daily volume
3.0M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-1415.6M+1.6%5.22
2026-07-3115.3M+5.2%5.28
2026-07-1514.6M+7.2%5.81
2026-06-3013.6M+0.5%5.60
2026-06-1513.5M-8.7%6.67
2026-05-2914.8M+8.7%4.55
2026-05-1513.7M+2.6%6.40
2026-04-3013.3M+1.0%6.62

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$1.18B$1.09B$1.04B$990.9M$874.3M
Gross profit$932.6M$862.0M$777.1M$738.3M$624.8M
Operating income$83.2M$79.6M$50.8M$36.8M$-27.6M
Net income$115.4M$244.6M$129.0M$26.8M$-41.5M
Diluted EPS$0.58$1.36$0.67$0.06$-0.35

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$356.4M$332.3M$318.7M$298.0M$234.8M
Capital expenditure$6.1M$2.6M$4.7M$5.0M
Free cash flow$350.4M$329.7M$314.0M$292.9M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2027$321.1M9.2%$19.2M$0.09
Q1 FY2027$305.9M10.7%$17.7M$0.08
Q4 FY2026$305.9M9.4%$81.7M$0.56
Q3 FY2026$301.1M9.1%$12.1M$0.05
Q2 FY2026$294.0M8.9%$13.4M$0.05
Q1 FY2026$276.3M4.4%$8.2M
Q4 FY2025$279.5M6.3%$194.0M$1.29
Q3 FY2025$275.9M5.5%$12.9M$0.05

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorTechnology
SIC industryServices-Prepackaged Software
Latest annual periodFY2026 (ended January 31, 2026)
Latest reported quarterQ2 FY2027 (ended July 31, 2026)
Oldest indexed filing2016
SEC CIK1372612

Selected SEC filings

10-Q2026-08-26
View on EDGAR →
10-Q2026-05-27
View on EDGAR →
8-K2026-08-25
View on EDGAR →
8-K2026-07-01
View on EDGAR →
8-K2026-05-26
View on EDGAR →

Largest software peers

All software stocksAll Technology companies →

Monitor BOX

Get an alert when Box files something material, see which superinvestors own it, and ask its filings a question with cited answers.

Monitor BOX free

Includes one free filing-grounded research answer. Or check your whole portfolio, no account needed.

Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.