Flywire is expanding support for open banking payments in the U.S. and Canada. The expansion, done in partnership with Trustly, is designed to let payers authorize secure, large domestic and cross-border payments from their bank accounts and in their local currency, the payments enablement company said in a Wednesday (Aug. 12) news release.
Flywire (FLYW) is executing a multi-vertical global payments and SaaS strategy, with strong operating leverage and sub-1% enterprise churn underpinning durable growth. FLYW's stock trades at ~3x forward EV/Revenue, a material discount to peers, despite 24%+ growth, expanding margins, and two consecutive guidance raises in 2026. Management guides to over $50M GAAP net income in 2026 (4x 2025), supported by continued buybacks and robust cash generation.
Flywire Corporation is rated Buy, with improving fundamentals and a 2027 adjusted EPS target of $1.32 supporting a $26 price target. FLYW's gross margin decline is attributed to business mix, not pricing pressure, while EBITDA margin is expanding and operating leverage is visible. Management maintains a $1 billion revenue and 30% margin target despite sector headwinds, with robust liquidity and minimal debt reducing downside risk.
Flywire raises its 2026 outlook as travel, hospitality, B2B and health care growth offsets visa-policy uncertainty and near-term margin pressure.
Flywire Corporation (FLYW) Q2 2026 Earnings Call Transcript
Although the revenue and EPS for Flywire (FLYW) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Flywire NASDAQ: FLYW reported second-quarter results that exceeded its expectations, led by travel performance, hospitality payment processing and stronger-than-anticipated contributions from healthcare and B2B payment-processing ramps. The company also raised its full-year revenue and adjusted EBITDA outlook, while maintaining a cautious posture toward international student visa trends in major education markets.
Flywire (FLYW) came out with quarterly earnings of $0.04 per share, missing the Zacks Consensus Estimate of $0.09 per share. This compares to a loss of $0.09 per share a year ago.
Flywire heads into Q2 earnings with healthy growth prospects, but seasonal softness and margin investments support patience.
dLocal stands out with faster payment growth, strong customer expansion, broad emerging-market reach and a lower forward sales multiple.
FLYW's 2026 rally reflects surging revenue, payment volume and margins, but its premium valuation makes holding more prudent than chasing the stock.
FLYW's B2B business gains momentum as invoice migration and payment ramp-ups lift revenues, with software adoption poised to support long-term growth.