How Flywire’s (FLYW) Revenue Growth and Buybacks Are Shaping Its Long-Term Investment Story

• Flywire Corporation recently reported its third quarter 2025 results, with revenue reaching US$200.14 million, an increase from US$156.82 million in the same period last year, while net income declined to US$29.63 million from US$38.9 million.
• The quarter also saw Flywire complete its announced share repurchase program, buying back over 7.3 million shares for a total of US$108.03 million, and appointing Nicole James as Chief People Officer to oversee global HR functions.
• We'll examine how Flywire's strong quarterly revenue growth and global expansion progress impact the company's long-term investment narrative.

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Flywire Investment Narrative Recap

To be a Flywire shareholder, you have to believe that international digital payment adoption and Flywire’s client wins outside its core education market will outweigh regulatory and competitive headwinds. The latest quarter’s double-digit revenue growth reinforces the expansion story, but softer net income highlights ongoing margin pressures. This shift has not materially changed the short-term catalyst, growing global cross-border payment demand, but persistent margin pressure remains the greatest near-term risk investors should track.

Among recent company announcements, the completion of Flywire’s US$108.03 million share repurchase program stands out. While this move does not change the underlying operating trends, it provides a signal of the company’s confidence in its future cash flows and helps support earnings per share as Flywire continues expanding internationally.

However, against a backdrop of healthy top-line growth, investors should be aware that margin pressure from expansion into new verticals and geographies could mean...

Read the full narrative on Flywire (it's free!)

Flywire's outlook anticipates $817.0 million in revenue and $102.1 million in earnings by 2028. This is based on a 14.8% annual revenue growth rate and a substantial increase in earnings, up $95.3 million from current earnings of $6.8 million.

Uncover how Flywire's forecasts yield a $15.95 fair value, a 15% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members assigned Flywire fair value estimates ranging from US$14.13 to US$66.49, reflecting diverse expectations based on three different analyses. With ongoing margin pressure highlighted by recent results, these sharply contrasting views show just how differently you might analyze the company’s future prospects.

Explore 3 other fair value estimates on Flywire - why the stock might be worth over 4x more than the current price!

Build Your Own Flywire Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Flywire research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free Flywire research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Flywire's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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