NASDAQ$PAYO

Payoneer Global Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Payoneer reported Q1 2026 revenue of $261.6M with net income of $19.6M and diluted EPS of $0.06.

Payoneer delivered $261.6 million of revenue for the quarter ended March 31, 2026, up from $246.6 million. Operating income was $30.0 million and net income was $19.6 million, or $0.06 per diluted share, versus $20.6 million and $0.06 a year ago. Transaction costs fell while R&D and sales and marketing rose with platform investment.

  • Payoneer reported Q1 2026 revenue of $261.
  • Quarter ended 2026-03-31; filing date 2026-05-07.
  • Revenue of about $261.6M in the quarter.
  • Diluted EPS $0.06.
  • MD&A discusses cross-border payments growth, take rate, and capital returns; no quarterly EPS target in the filing.…

Headline financials

Total Revenue

$262M

Previous: $247M+6.1%
EPS (adj)

$0.06

Previous: $0.05+20.0%
Capital Expenditures

-$10.1M

Previous: -$4.73M-114.7%
Net Income

$19.6M

Previous: $20.6M-4.9%
Operating Income

$30M

Previous: $29.3M+2.4%

Revenue & EPS history

Payoneer · Revenue · Quarterly

$262M

Q1 2026+6.1%vs Q1 2025
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

MD&A discusses cross-border payments growth, take rate, and capital returns; no quarterly EPS target in the filing.

Tailwinds

  • Revenue growth on volume and monetization.
  • Operating margin stable near 11%.
  • Platform R&D supports new products.

Headwinds

  • Unrealized AFS securities swings in OCI.
  • Competitive FX and payout pricing.
  • Regulatory and sanctions compliance costs.

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 Q1 2026

Historical avgQ1 2026

+3.6%

Avg return

Earnings day

+6.4%

Avg return

5 days after

+2.1%

Avg return

30 days after

48%

11 / 23 earnings

Positive

+37.1%

Q1 2022

Best reaction

-18.7%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.9%+5.1%+3.7%
Q4 2025-18.7%-12.4%-8.8%
Q3 2025-5.0%-2.1%-1.9%
Q1 2025-13.8%+0.7%-1.4%
Q4 2024-14.7%-21.4%-28.8%
Q3 2024+21.5%+26.9%+26.6%
Q2 2024+27.8%+31.8%+33.7%
Q1 2024+12.5%+10.2%+13.2%
Q4 2023-12.6%-16.5%-12.6%
Q3 2023-7.5%-5.8%-10.3%
Q2 2023+13.8%+14.8%+23.1%
Q1 2023-14.9%-17.1%-19.6%
Q4 2022+14.8%+19.0%+7.3%
Q3 2022-12.9%+0.9%-16.5%
Q2 2022+18.6%+20.4%+18.1%
Q1 2021+37.1%+37.4%+28.7%
Q1 2022+37.1%+37.4%+28.7%
Q4 2021-12.8%-6.2%-0.4%
Q4 2019-12.8%-6.2%-0.4%
Q3 2020+14.3%+21.4%-13.3%
Q3 2021+14.3%+21.4%-13.3%
Q4 2020-3.1%-6.7%-3.6%
Q2 2021-3.1%-6.7%-3.6%
Q2 2020
Q1 2020

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