NASDAQ$EXFY

Expensify Inc - A · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Expensify reported Q3 2025, revenue of $35.1M, net loss of $2.3M.

For Q3 2025, Expensify reported revenue of $35.1M, a net loss of $2.3M. Management discusses segment performance, capital allocation, and outlook in the earnings filing.

  • Revenue $35.1M.
  • Net loss $2.3M.
  • Expensify highlights liquidity, operations, and 2026 priorities.

Headline financials

Total Revenue

$35.1M

Previous: $35.4M-1.0%
EPS

-$0.03

Previous: $0.06-150.0%
Capital Expenditures

-$17K

Previous: $0.00
Free Cash Flow

-$2.33M

Previous: -$2.2M-6.1%
Net Income

-$2.32M

Previous: -$2.2M-5.3%
Operating Income

-$2.26M

Previous: $288K-883.7%
Gross Profit

$17.4M

Previous: $18.3M-4.7%

Revenue & EPS history

Expensify · Revenue · Quarterly

$35.1M

Q3 2025-1%vs Q3 2024
Beat estimate in 5 of 13 quarters(38%)
ActualEstimate

Revenue by segment

Expensify · $2.3M total across 1 segment · Q1 2023

  • Interchange
    $2.3M

Forward guidance

The release discusses Expensify's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Expensify cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • GAAP profitability remained under pressure in Q3 2025.
  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-1.7%

Avg return

Earnings day

-0.3%

Avg return

5 days after

-6.7%

Avg return

30 days after

36%

8 / 22 earnings

Positive

+44.5%

Q1 2022

Best reaction

-34.6%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.9%-12.7%+4.5%
Q4 2025-23.4%-17.7%-34.6%
Q3 2025-12.3%-10.8%+1.9%
Q1 2025-22.6%-23.9%-23.9%
Q4 2024+20.5%+15.5%-3.4%
Q3 2024+27.6%+47.9%+91.7%
Q2 2024+39.1%+49.0%+48.3%
Q1 2024-1.1%-2.8%-19.0%
Q4 2023+18.6%+39.1%+17.3%
Q3 2023-34.6%-25.0%-11.8%
Q2 2023-27.3%-22.5%-29.4%
Q1 2023-20.5%-21.1%-3.8%
Q4 2022+2.8%-6.2%-15.7%
Q3 2022-12.0%-13.5%-25.2%
Q2 2021-6.0%-9.2%-28.1%
Q2 2022-8.8%-3.8%-25.7%
Q1 2021-7.9%-4.3%-14.8%
Q1 2022+44.5%+33.1%+35.7%
Q4 2021-11.0%-1.6%-23.8%
Q3 2020+2.6%-4.4%-33.1%
Q4 2020+2.6%-4.4%-33.1%
Q3 2021-8.0%-7.0%-22.0%
Q2 2020
Q1 2020

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