Flywire Corp (FLYW) Earnings History

Flywire Corp - Q3 FY2025 Earnings

Filed at: Nov 4, 2025, 4:09 PM EST|Read from source

EXECUTIVE SUMMARY

Flywire reported strong third-quarter results with significant year-over-year revenue growth across its verticals, driven by new client acquisition and deepening existing relationships. The company also raised its full-year guidance for revenue and Adjusted EBITDA, reflecting better-than-expected operational trends.

POSITIVE HIGHLIGHTS

  • •

    Revenue increased 27.6% to $200.1 million, with Sertifi contributing 8 points of growth.

    positive
  • •

    Revenue Less Ancillary Services increased 28.2% to $194.1 million, and 26.3% on an FX-neutral basis.

    positive
  • •

    Total Payment Volume increased 26.4% to $13.9 billion.

    positive
  • •

    Adjusted EBITDA increased 35.3% to $57.1 million, with Adjusted EBITDA margin increasing by 155 bps to 29.4%.

    positive
  • •

    Full-year 2025 revenue guidance raised by 400 bps at the midpoint, and Adjusted EBITDA margin guidance raised by 75 bps at the midpoint.

    positive

CONCERNS & RISKS

  • •

    Gross Margin decreased to 62.3% from 64.0% in the prior year.

    attention
  • •

    Adjusted Gross Margin decreased to 65.7% from 67.3% in the prior year.

    attention
  • •

    Net income decreased to $29.6 million from $38.9 million in the prior year.

    negative
  • •

    Cash and cash equivalents decreased from $495.2 million to $354.9 million.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$200.14M
+27.6%
Prior year: $156.81M
Annual (YTD)
$465.48M
N/A
Prior year: $374.59M
Net Income
Quarterly
$29.63M
-23.8%
Prior year: $38.90M
Annual (YTD)
$13.46M
N/A
Prior year: $18.80M
EPS (Diluted)
Quarterly
$0.23
-23.3%
Prior year: $0.30
Annual (YTD)
$0.11
N/A
Prior year: $0.15
Operating Income
Quarterly
$32.25M
+59.1%
Prior year: $20.27M
Annual (YTD)
$12.26M
N/A
Prior year: $-1.48M
EPS (Basic)
Quarterly
$0.24
-22.6%
Prior year: $0.31
Annual (YTD)
$0.11
N/A
Prior year: $0.15

MARGIN ANALYSIS

Gross Margin
Current Quarter
62.3%
Prior Year
64.0%
YoY Change
-170 bps
Operating Margin
Current Quarter
16.1%
Prior Year
12.9%
YoY Change
+320 bps
Net Margin
Current Quarter
14.8%
Prior Year
24.8%
YoY Change
-1000 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

MANAGEMENT GUIDANCE

FY 2025

FX-Neutral Revenue Less Ancillary Services Growth
$23.0M—$25.0M
Mid-point: $24.0M
FX-Neutral Revenue Less Ancillary Services Growth (excluding Sertifi)
$14.0M—$16.0M
Mid-point: $15.0M
Sertifi Revenue contribution
$42000.0B—$44000.0B
Mid-point: $43000.0B
Adjusted EBITDA Margin Growth
330.0%—370.0%
Mid-point: 350.0%

Q4 2025

FX-Neutral Revenue Less Ancillary Services Growth
$23.0M—$27.0M
Mid-point: $25.0M
FX-Neutral Revenue Less Ancillary Services Growth (excluding Sertifi)
$13.0M—$15.0M
Mid-point: $14.0M
Sertifi Revenue contribution
$12000.0B—$14000.0B
Mid-point: $13000.0B
Adjusted EBITDA Margin Growth
50.0%—200.0%
Mid-point: 125.0%

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

SPECIAL ITEMS & ADJUSTMENTS

Nine Months Ended September 30, 2025
Restructuring costs
Impacts comparability for the nine-month period.
+$8.69M

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

Flywire's third-quarter results demonstrate the strength of our solutions and sustained momentum across all four verticals.

— Flywire Corp, Q3 FY2025 2025 Earnings Call

We continued to grow market share, adding more than 200 new clients, deepening existing relationships, and expanding deal size — all while maintaining strong profitability.

— Flywire Corp, Q3 FY2025 2025 Earnings Call

Supported by a better than expected macro backdrop, these results highlight the growing demand for Flywire solutions as the increasing number of clients turn to us to modernize complex payment processes and drive efficiency at scale.

— Flywire Corp, Q3 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Revenue Less Ancillary Services Excluding Sertifi Fx Neutral
181.2M
+17.8% YoY
Prior year: 151.4M
Revenue Less Ancillary Services Fx Neutral
191.2M
+26.3% YoY
Prior year: 151.4M
Total Payment Volume
13900.0M
+26.4% YoY
Prior year: 11000.0M

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.