earnings
confidence high
sentiment positive
materiality 0.85
Flywire Q4 revenue $157.5M (+34% YoY), net income near breakeven; guides FY2026 15-21% RLAS growth
Flywire Corp
2025-FY EPS reported
$0.11
revenue$623,025,000
- Revenue Less Ancillary Services $152.7M, up 35.3% YoY (32.6% FX-neutral); Sertifi contributed $14.2M.
- Adjusted EBITDA $25.4M, margin 16.6% (+190 bps YoY); repurchased 0.7M shares for ~$10M, $182M remaining.
- Net income near break-even vs ($15.9M) loss in Q4 2024; paid down remaining $15M Sertifi debt.
- FY2026 guidance: FX-neutral RLAS growth 15-21% YoY, Adj. EBITDA margin expansion +150-350 bps.
- Appointed Patrick Blanc (ex-Visa/PayPal) as CTO; David King transitions to Chief Product Officer & Co-President of Global Education.