← Flywire overview

Flywire vs Stonex: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Flywire Corp (FLYW)

Q3 2026
▲3▼1

Flywire expands payments reach, raises guidance, but margins slip

  • Open banking push into US and Canada Flywire widened its Trustly partnership to let US and Canadian payers approve transfers straight from their bank accounts. Fewer failed payments and less checkout friction should lift payment volume and demand for Flywire's services over time.

    This is the period's main new business expansion, directly supporting future transaction volume.

  • Hospitality deals deepen and spread Flywire expanded its Davidson Hospitality partnership across the full hotel portfolio, signed 42 hospitality software deals in Europe and Asia, and added nearly 90 Driftwood US properties. Real product adoption in a new industry supports revenue growth beyond education.

    Shows concrete new customer wins that broaden Flywire beyond its core education business.

  • Q2 growth strong, guidance raised Second-quarter revenue rose 27.2% to $167.7 million, payment volume jumped 38.2%, and adjusted EBITDA climbed 44.5%. Management raised full-year revenue and margin guidance, a sign the business is performing better than it expected.

    Raised guidance is the clearest new signal of improving fundamentals behind the stock.

  • Margins shrink and losses persist Even with strong growth, gross margin fell to 53.4% from 57.0% and Flywire still lost $8.1 million on a GAAP basis. Management also flagged conservative education assumptions tied to visa policy. Weaker profitability and policy risk weigh on the stock.

    This is the real counterweight: growth is not yet translating into stronger margins or profits.

August 2026
▲3▼1

Flywire expands payments reach, raises guidance, but margins slip

  • Open banking push into US and Canada Flywire widened its Trustly partnership to let US and Canadian payers approve transfers straight from their bank accounts. Fewer failed payments and less checkout friction should lift payment volume and demand for Flywire's services over time.

    This is the period's main new business expansion, directly supporting future transaction volume.

  • Hospitality deals deepen and spread Flywire expanded its Davidson Hospitality partnership across the full hotel portfolio, signed 42 hospitality software deals in Europe and Asia, and added nearly 90 Driftwood US properties. Real product adoption in a new industry supports revenue growth beyond education.

    Shows concrete new customer wins that broaden Flywire beyond its core education business.

  • Q2 growth strong, guidance raised Second-quarter revenue rose 27.2% to $167.7 million, payment volume jumped 38.2%, and adjusted EBITDA climbed 44.5%. Management raised full-year revenue and margin guidance, a sign the business is performing better than it expected.

    Raised guidance is the clearest new signal of improving fundamentals behind the stock.

  • Margins shrink and losses persist Even with strong growth, gross margin fell to 53.4% from 57.0% and Flywire still lost $8.1 million on a GAAP basis. Management also flagged conservative education assumptions tied to visa policy. Weaker profitability and policy risk weigh on the stock.

    This is the real counterweight: growth is not yet translating into stronger margins or profits.

Latest
▲3▼1

Flywire expands payments reach, raises guidance, but margins slip

  • Open banking push into US and Canada Flywire widened its Trustly partnership to let US and Canadian payers approve transfers straight from their bank accounts. Fewer failed payments and less checkout friction should lift payment volume and demand for Flywire's services over time.

    This is the period's main new business expansion, directly supporting future transaction volume.

  • Hospitality deals deepen and spread Flywire expanded its Davidson Hospitality partnership across the full hotel portfolio, signed 42 hospitality software deals in Europe and Asia, and added nearly 90 Driftwood US properties. Real product adoption in a new industry supports revenue growth beyond education.

    Shows concrete new customer wins that broaden Flywire beyond its core education business.

  • Q2 growth strong, guidance raised Second-quarter revenue rose 27.2% to $167.7 million, payment volume jumped 38.2%, and adjusted EBITDA climbed 44.5%. Management raised full-year revenue and margin guidance, a sign the business is performing better than it expected.

    Raised guidance is the clearest new signal of improving fundamentals behind the stock.

  • Margins shrink and losses persist Even with strong growth, gross margin fell to 53.4% from 57.0% and Flywire still lost $8.1 million on a GAAP basis. Management also flagged conservative education assumptions tied to visa policy. Weaker profitability and policy risk weigh on the stock.

    This is the real counterweight: growth is not yet translating into stronger margins or profits.

Stonex Group Inc (SNEX)

Q3 2026
▲3

StoneX Earnings Surge, Shinhan Deal, RJO Synergies Drive Growth

  • Record Q2 earnings and revenue surge StoneX reported a 64% jump in operating revenues to $1.57 billion and net income up 143% to $174.3 million, beating estimates. This shows the company is growing fast and making more money, which pushes the stock price up.

    This is a major new earnings report that directly shows strong financial performance, a key driver of stock price.

  • Shinhan Bank partnership expands payments Shinhan Bank chose StoneX Payments as its cross-border payments partner, giving access to over 385 correspondent banks and 140 currencies. This adds a large new client and expands StoneX's reach in Asia, boosting future revenue and the stock price.

    This is a new strategic partnership that expands StoneX's customer base and global footprint, a positive growth signal.

  • Q3 earnings beat and RJO synergies on track StoneX beat Q3 earnings and revenue estimates, with net income up 102% year-over-year. The R.J. O'Brien acquisition is delivering cost savings, targeting $50 million in synergies by early 2027. This confirms strong growth and efficient integration, supporting a higher stock price.

    This is the latest earnings report and an update on cost synergies, both key to the company's profitability and stock valuation.

  • Valuation concerns after big rally Despite strong results, StoneX stock has rallied 110% in six months and now trades at 21 times forward earnings, well above peers. This high valuation means the stock could fall if future results disappoint, acting as a counterweight to the positive news.

    This provides a balanced view, highlighting a risk that could limit upside or cause a pullback, important for investors to know.

July 2026
▲3

StoneX Earnings Surge, Shinhan Deal, RJO Synergies Drive Growth

  • Record Q2 earnings and revenue surge StoneX reported a 64% jump in operating revenues to $1.57 billion and net income up 143% to $174.3 million, beating estimates. This shows the company is growing fast and making more money, which pushes the stock price up.

    This is a major new earnings report that directly shows strong financial performance, a key driver of stock price.

  • Shinhan Bank partnership expands payments Shinhan Bank chose StoneX Payments as its cross-border payments partner, giving access to over 385 correspondent banks and 140 currencies. This adds a large new client and expands StoneX's reach in Asia, boosting future revenue and the stock price.

    This is a new strategic partnership that expands StoneX's customer base and global footprint, a positive growth signal.

  • Q3 earnings beat and RJO synergies on track StoneX beat Q3 earnings and revenue estimates, with net income up 102% year-over-year. The R.J. O'Brien acquisition is delivering cost savings, targeting $50 million in synergies by early 2027. This confirms strong growth and efficient integration, supporting a higher stock price.

    This is the latest earnings report and an update on cost synergies, both key to the company's profitability and stock valuation.

  • Valuation concerns after big rally Despite strong results, StoneX stock has rallied 110% in six months and now trades at 21 times forward earnings, well above peers. This high valuation means the stock could fall if future results disappoint, acting as a counterweight to the positive news.

    This provides a balanced view, highlighting a risk that could limit upside or cause a pullback, important for investors to know.

Latest
▲3

StoneX Earnings Surge, Shinhan Deal, RJO Synergies Drive Growth

  • Record Q2 earnings and revenue surge StoneX reported a 64% jump in operating revenues to $1.57 billion and net income up 143% to $174.3 million, beating estimates. This shows the company is growing fast and making more money, which pushes the stock price up.

    This is a major new earnings report that directly shows strong financial performance, a key driver of stock price.

  • Shinhan Bank partnership expands payments Shinhan Bank chose StoneX Payments as its cross-border payments partner, giving access to over 385 correspondent banks and 140 currencies. This adds a large new client and expands StoneX's reach in Asia, boosting future revenue and the stock price.

    This is a new strategic partnership that expands StoneX's customer base and global footprint, a positive growth signal.

  • Q3 earnings beat and RJO synergies on track StoneX beat Q3 earnings and revenue estimates, with net income up 102% year-over-year. The R.J. O'Brien acquisition is delivering cost savings, targeting $50 million in synergies by early 2027. This confirms strong growth and efficient integration, supporting a higher stock price.

    This is the latest earnings report and an update on cost synergies, both key to the company's profitability and stock valuation.

  • Valuation concerns after big rally Despite strong results, StoneX stock has rallied 110% in six months and now trades at 21 times forward earnings, well above peers. This high valuation means the stock could fall if future results disappoint, acting as a counterweight to the positive news.

    This provides a balanced view, highlighting a risk that could limit upside or cause a pullback, important for investors to know.