Flywire Corp. (FLYW)
NASDAQInformation TechnologySpecialty Business ServicesSnapshot 2026-11-05
$21.26-2.52%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySpecialty Business ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · FLYW
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-05.
The screen ranks FLYW against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- Strong Deal Velocity & Geographic Diversification: This quarter we signed approximately 180 new clients across 31 countries and all four verticals, with our go-to-market teams deliberately prioriti…
Stated in 3 of 3 supplied quarters. Management reported: ““ What's equally encouraging is what we see inside the P&L: operating expenses are scaling well below gross profit growth, which gives us conviction in our ability to scale profitably from here and achieve a fourfold increase in GAAP Net Income this year.”” “1 Excludes properties added through Flywire’s hospitality business (Sertifi) Guidance ” Today we are announcing an accelerated share repurchase program of up to $50 million, the single largest capital return action in Flywire's history as a public company.” Revenue was $250.300 million in 2026-Q3.
“- Strong Deal Velocity & Geographic Diversification: This quarter we signed approximately 180 new clients across 31 countries and all four verticals, with our go-to-market teams deliberately prioriti…”
“We are signing larger accounts, expanding faster within existing ones, unifying our global platforms, and bringing agentic capabilities to market that will meaningfully improve the experience for our…”
“Exhibit 99.1 Flywire Reports First Quarter 2026 Financial Results First Quarter Revenue Increased 41.0% Year-over-Year First Quarter Revenue Less Ancillary Services Increased 43.0% Year-over-Year Pre…”
That gives us real choices, and the best returns we see today are in our own business: deepening our competitive moat, gaining share and solving complex, high-friction financial workflows around the…
Stated in 3 of 3 supplied quarters. Management reported: ““ What's equally encouraging is what we see inside the P&L: operating expenses are scaling well below gross profit growth, which gives us conviction in our ability to scale profitably from here and achieve a fourfold increase in GAAP Net Income this year.”” “1 Excludes properties added through Flywire’s hospitality business (Sertifi) Guidance ” Today we are announcing an accelerated share repurchase program of up to $50 million, the single largest capital return action in Flywire's history as a public company.” Operating income was $52.759 million in 2026-Q3.
Flywire will continue to execute against the plan of buying back up to $50 million under its existing share repurchase authorization, as intended under the prior ASR announcement.
Stated in 1 of 3 supplied quarters. Management reported: “Flywire will continue to execute against the plan of buying back up to $50 million under its existing share repurchase authorization, as intended under the prior ASR announcement.” “1 Excludes properties added through Flywire’s hospitality business (Sertifi) Guidance ” Today we are announcing an accelerated share repurchase program of up to $50 million, the single largest capital return action in Flywire's history as a public company.”
- Strong Deal Velocity & Geographic Diversification: This quarter we signed approximately 180 new clients across 31 countries and all four verticals, with our go-to-market teams deliberately prioriti…
Focus on expanding adjusted EBITDA margin by 175 to 375 basis points year-over-year in fiscal 2026.
Over the trailing year it converted -22.82x of net income into operating cash flow. Historically, Information Technology names rated fragile grew net income 43% of the time over the next year (vs 59% for the rest of the cohort, n=3136).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
10 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=8114).
Not investment advice. As of 2026-11-05.
“That gives us real choices, and the best returns we see today are in our own business: deepening our competitive moat, gaining share and solving complex, high-friction financial workflows around the…”
““ What's equally encouraging is what we see inside the P&L: operating expenses are scaling well below gross profit growth, which gives us conviction in our ability to scale profitably from here and a…”
“Fiscal Year 2026 FX-Neutral Revenue Less Ancillary Services Growth 18-24% YoY Adjusted EBITDA Margin Growth +175 to 375 bps YoY Second Quarter 2026 FX-Neutral Revenue Less Ancillary Services Growth 1…”
“1 Excludes properties added through Flywire’s hospitality business (Sertifi) Guidance ” Today we are announcing an accelerated share repurchase program of up to $50 million — the single largest capit…”