Flywire (FLYW) Reports Break-Even Earnings for Q4

Financial Performance - Flywire (FLYW) reported break-even quarterly earnings per share, surpassing the Zacks Consensus Estimate of a loss of $0.01, compared to a loss of $0.12 per share a year ago, representing an earnings surprise of +100.00% [1] - The company posted revenues of $152.7 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 6.17%, and up from $112.8 million year-over-year [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.02 on revenues of $154.41 million, and for the current fiscal year, it is $0.28 on revenues of $686.21 million [7] - The estimate revisions trend for Flywire was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Internet - Software industry, to which Flywire belongs, is currently in the top 38% of over 250 Zacks industries, suggesting that companies in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8] - Another company in the same industry, PubMatic, is expected to report a quarterly earnings decline of -61% year-over-year, with revenues projected to decrease by 12.2% from the previous year [9]