Flywire (NASDAQ:FLYW) Posts Quarterly Earnings Results, Beats Estimates By $0.07 EPS

Flywire (NASDAQ:FLYW) released its quarterly earnings results on Tuesday. The company reported $0.10 EPS for the quarter, topping the consensus estimate of $0.03 by $0.07, FiscalAI reports. The firm had revenue of $184.00 million during the quarter, compared to analyst estimates of $170.24 million. Flywire had a return on equity of 2.76% and a net margin of 2.17%.The business’s revenue for the quarter was up 40.9% compared to the same quarter last year. During the same period in the previous year, the company posted ($0.03) EPS.

Here are the key takeaways from Flywire’s conference call:

• Q1 beat and upgraded guidance — Flywire reported revenue of $184M (up 43% spot / 37% FX‑neutral), adjusted EBITDA of $39M (21.4% margin), raised full‑year revenue and EBITDA guidance, and announced an accelerated share repurchase program of up to $50M on top of prior buybacks.
• Education expansion and SFS traction — Non‑Big Four education revenue grew >40% YoY, >60% of new education clients were outside the Big Four, and Flywire signed large Student Financial Software deals (e.g., Cornell, Penn State) that support long‑term land‑and‑expand volume capture.
• Sertifi/hospitality and travel monetization — Integration of Sertifi is accelerating payment attachment and TPV growth in hospitality (strong Q1 contribution), with Flywire estimating ~$2.5B of incremental addressable volume within existing U.S. hospitality clients and a prioritized international rollout.
• AI and digital transformation driving efficiency — Management reported ~40% of customer inquiries auto‑resolved and ~30% lower support handling time, plus faster onboarding and expected productivity gains from a companywide data/AI program that should lower the structural cost of scale.
• Near‑term margin mix pressure — Adjusted gross margin declined ~400 bps driven mainly by mix (ramp of Cleveland Clinic and B2B invoice processing) and FX effects; management describes these as temporary ramps that should largely normalize by end of 2026, but they compress near‑term margins.

Flywire Price Performance

Flywire stock traded up $0.31 during trading hours on Tuesday, hitting $14.53. 2,981,063 shares of the stock traded hands, compared to its average volume of 1,743,670. The firm’s 50 day moving average price is $12.57 and its 200-day moving average price is $13.12. The stock has a market capitalization of $1.76 billion, a price-to-earnings ratio of 145.31, a P/E/G ratio of 1.19 and a beta of 1.30. Flywire has a 1 year low of $9.69 and a 1 year high of $15.25.

Analysts Set New Price Targets

Several research analysts have recently commented on the company. Wall Street Zen raised Flywire from a “hold” rating to a “buy” rating in a research report on Saturday, April 18th. Morgan Stanley raised Flywire from an “equal weight” rating to an “overweight” rating and upped their target price for the company from $15.00 to $17.00 in a research report on Monday, March 2nd. Royal Bank Of Canada upped their target price on Flywire from $18.00 to $20.00 and gave the company an “outperform” rating in a research report on Wednesday, February 25th. Stephens raised Flywire from an “equal weight” rating to an “overweight” rating and upped their target price for the company from $17.00 to $19.00 in a research report on Friday, January 16th. Finally, UBS Group reduced their target price on Flywire from $15.50 to $14.00 and set a “neutral” rating on the stock in a research report on Wednesday, February 25th. Six equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $16.18.

Insider Activity

In other Flywire news, General Counsel Peter Butterfield sold 9,009 shares of the business’s stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $13.05, for a total transaction of $117,567.45. Following the sale, the general counsel owned 532,962 shares in the company, valued at approximately $6,955,154.10. The trade was a 1.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, major shareholder Voss Capital, Lp purchased 25,000 shares of the company’s stock in a transaction on Friday, February 13th. The shares were purchased at an average price of $10.99 per share, for a total transaction of $274,750.00. Following the purchase, the insider owned 2,300,000 shares in the company, valued at approximately $25,277,000. The trade was a 1.10% increase in their position. The SEC filing for this purchase provides additional information. 4.40% of the stock is currently owned by insiders.

Institutional Trading of Flywire

A number of hedge funds have recently modified their holdings of FLYW. Numerai GP LLC acquired a new position in Flywire in the 4th quarter worth about $362,000. Mariner LLC acquired a new position in Flywire in the 3rd quarter worth about $294,000. AQR Capital Management LLC acquired a new position in Flywire in the 1st quarter worth about $271,000. Tower Research Capital LLC TRC raised its holdings in Flywire by 164.9% in the 2nd quarter. Tower Research Capital LLC TRC now owns 18,372 shares of the company’s stock worth $215,000 after purchasing an additional 11,436 shares during the period. Finally, Prudential Financial Inc. acquired a new position in Flywire in the 2nd quarter worth about $184,000. Hedge funds and other institutional investors own 95.90% of the company’s stock.

Key Flywire News

Here are the key news stories impacting Flywire this week:

• Positive Sentiment: Q1 beat: Flywire reported adjusted results above estimates — diluted EPS $0.10 (vs. consensus ~$0.03) and revenue roughly $184–188M, topping Street expectations. The upside on top-line and EPS was the immediate catalyst. Flywire (FLYW) Tops Q1 Earnings and Revenue Estimates
• Positive Sentiment: Capital return & guidance upgrades: Flywire announced up to $50M accelerated share repurchase and raised its FY ’26 revenue-less-ancillary growth and adjusted EBITDA margin growth at the midpoint — supportive for shareholder value and margin trajectory. Flywire Reports First Quarter 2026 Financial Results
• Positive Sentiment: Stronger cash balance & commercial momentum: Cash and equivalents rose to about $312M and management highlighted new client wins across verticals, signaling ongoing demand. Flywire Corporation (FLYW) stock rises on Q1 2026 Earnings
• Neutral Sentiment: FY guidance range vs. consensus: Management set FY2026 revenue guidance of $711.7M–$747.8M (midpoint slightly above consensus), leaving room for execution risk despite the beat. Flywire Reports First Quarter 2026 Financial Results
• Neutral Sentiment: Analyst view & targets: Wall Street coverage remains constructive (several buy ratings; median target roughly $17), which may cap downside but also limits upside unless guidance execution accelerates. Flywire Corporation (FLYW) stock rises on Q1 2026 Earnings
• Negative Sentiment: Weaker cash flow & profitability trends: Operating cash flow was negative (about -$15.8M) and operating profit/net income declined sharply year-over-year despite the EPS beat, raising questions about near-term cash generation. Flywire Corporation (FLYW) stock rises on Q1 2026 Earnings
• Negative Sentiment: Insider selling: Recent insider sales (including CFO and other officers) were disclosed, which some investors may view as a modest governance/near-term sentiment negative. Flywire Corporation (FLYW) stock rises on Q1 2026 Earnings
• Negative Sentiment: Mixed near-term guide: Q2 revenue range of $147.4M–$154.9M sits around the consensus but its midpoint is slightly below some estimates, which could temper upside in near-term quarters. Flywire Reports First Quarter 2026 Financial Results

Flywire Company Profile

Flywire Corp (NASDAQ: FLYW) is a global payments enablement and software company that specializes in facilitating complex cross-border transactions. Its cloud-based platform streamlines receivables and payer workflows across key verticals including education, healthcare, travel and hospitality, and commercial services. Flywire’s technology integrates with institutional systems to automate payment posting, reconciliation and reporting, aiming to improve the payer experience and accelerate cash flow for its clients.

Founded in 2009 by entrepreneur Iker Marcaide as peerTransfer, the company rebranded as Flywire in 2015.