NASDAQ$FLYW

Flywire Corporation · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported resilient performance with revenue growth and strategic acquisition.

Flywire reported a 22% increase in revenue to $103.7 million for Q2 2024, driven by new client acquisitions and expansion within existing accounts, despite headwinds from Canadian government actions. The company also announced the acquisition of Invoiced and authorized a $150 million share repurchase program.

  • Revenue increased by 22% year-over-year to $103.7 million.
  • Revenue less ancillary services increased by 26% year-over-year to $99.9 million.
  • Signed more than 200 new clients across all verticals.
  • Acquired Invoiced, an Accounts Receivable SaaS platform, to bolster B2B payment network.

Headline financials

Total Revenue

$104M

Previous: $84.9M+22.2%
EPS

-$0.11

Previous: -$0.15+26.7%
Total Payment Volume

$4.9B

Previous: $4.1B+19.5%
Capital Expenditures

-$604K

Previous: -$671K+10.0%
Free Cash Flow

-$14.5M

Previous: -$17.5M+17.2%
Net Income

-$13.9M

Previous: -$16.8M+17.4%
Operating Income

-$15.8M

Previous: -$16.8M+6.1%
Gross Profit

-$15.8M

Previous: $84.9M-118.6%
R&D Expense

$11.4M

No prior period
Stock-Based Comp

$17.1M

Previous: $11.4M+50.0%

Revenue & EPS history

Flywire · Revenue · Quarterly

$104M

Q2 2024+22.2%vs Q2 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Flywire anticipates revenue between $146 to $157 million and adjusted EBITDA between $37 to $43 million for Q3 2024. For fiscal year 2024, the company projects revenue between $483 to $506 million and adjusted EBITDA between $72 to $80 million.

Tailwinds

  • Expects strong performance in key operating metrics.
  • Anticipates continued growth in revenue.
  • Projects significant adjusted EBITDA.
  • Share repurchase program reflects confidence in long-term potential.
  • Strategic acquisitions expected to enhance value.

Headwinds

  • Lowering revenue outlook due to external headwinds in Canada.
  • Softer than expected performance in Canadian education business.
  • Uncertainty in foreign exchange rates may impact revenue.
  • Inability to reconcile forecasted Adjusted EBITDA to GAAP net income.
  • Potential risks associated with forward-looking statements.

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 Q2 2024

Historical avgQ2 2024

-0.1%

Avg return

Earnings day

+2.4%

Avg return

5 days after

+2.0%

Avg return

30 days after

64%

14 / 22 earnings

Positive

+19.6%

Q4 2023

Best reaction

-37.4%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.2%+21.2%+2.5%
Q4 2025+11.4%+10.6%+1.1%
Q3 2025+0.1%+2.2%+0.5%
Q1 2025+8.4%+12.5%+4.6%
Q4 2024-37.4%-39.0%-45.6%
Q3 2024+16.9%+26.1%+19.6%
Q2 2024+1.5%+0.0%-2.6%
Q1 2024-13.8%-12.1%-13.2%
Q4 2023+19.6%+17.1%+2.9%
Q3 2023-24.2%-27.1%-17.9%
Q2 2023+2.3%-8.3%-2.2%
Q1 2023-0.9%-0.1%+8.5%
Q4 2022+5.0%+12.7%+18.3%
Q3 2022+6.0%+22.9%+19.2%
Q2 2022+10.2%+8.6%+6.0%
Q1 2022-14.0%-10.5%-20.9%
Q4 2019+5.9%+8.8%+10.7%
Q4 2021+1.8%-3.1%+22.7%
Q3 2020-1.3%+0.1%-9.1%
Q3 2021-0.6%-1.3%-11.8%
Q4 2020-4.5%-1.1%+16.9%
Q2 2021+3.9%+11.8%+34.1%
Q1 2021
Q2 2020
Q1 2020

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro