FLYW Earnings

FLYW reported its earnings on 2026-05-05, showcasing a revenue of 188.11M against an estimate of 167.43M, resulting in a 12.35% surprise. The EPS was 0.1, surpassing the expected 0.03 by 233.33%. The stock experienced a 20.51% price change on the earnings day and a 13.28% change over the next five days, reflecting market reactions to the results.

Following FLYW's earnings announcement on 2026-05-05, the stock price moved by 20.51% on the day of the release. Over the subsequent five days, it saw a 13.28% change. Historically, FLYW's stock price tends to shift by an average of 1.04% in the 10 days leading up to earnings and -2.68% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate FLYW's annual revenue to reach 146.84M, while the EPS is projected at 0.13. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between FLYW's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, FLYW's stock price typically moves by 1.04% in the 10 days before its earnings and -2.68% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 0.13 and revenue of 146.84M.

Flywire's earnings call indicates strong financial performance with expanding margins and strategic investments. The company reports growth in key markets, significant pipeline opportunities, and successful AI integration. Despite macroeconomic challenges, Flywire's prudent outlook and robust product development position it well for continued growth. Additionally, Cleveland Clinic's high-margin revenue and successful cross-selling strategies further enhance profitability. The positive sentiment is reinforced by management's confidence in achieving mid-30% incremental margins and the absence of significant negative trends in the Q&A session. Given the market cap, a 2% to 8% stock price increase is likely.