Remitly Posts 25.7% Q4 Revenue Gain to $442.2M and Upbeat 2026 Outlook
Remitly’s Q4 revenue rose 25.7% year-on-year to $442.2 million, while GAAP EPS of $0.19 far surpassed the $0.01 consensus. The company projects Q1 revenue of $437 million and full-year 2026 adjusted EBITDA of $350 million, underscoring confidence after its first annual profit.
1. Q4 Financial Results Exceed Expectations
Remitly reported Q4 2025 revenue of $442.2 million, up 25.7% year-over-year, and delivered GAAP earnings per share of $0.19 versus $0.01 expected, triggering a 29.2% stock surge in morning trading.
2. Achieves First Full Year of Profitability
For full year 2025, revenue grew 29% to $1.6 billion and net income reached $67.9 million, marking the company’s first GAAP-profitable year since its 2021 IPO.
3. 2026 Financial Outlook Upbeat
Management forecasted Q1 2026 revenue of $436 million to $438 million and guided full-year revenue of $1.94 billion to $1.96 billion with adjusted EBITDA of $340 million to $360 million, all above consensus estimates.
4. CEO Transition Signals Growth Focus
Founder Matt Oppenheimer will transition to chairman as Sebastian Gunningham becomes CEO, aiming to leverage recent profitability and guidance momentum to drive Remitly’s next expansion phase.