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Remitly reported third-quarter revenue of $510 million, up 22% year over year, and record adjusted EBITDA of $121 million at a 24% margin. Full-year revenue guidance is $1.989 billion to $1.991 billion, with adjusted EBITDA of $441 million to $443 million.
Remitly reported 22% nine-month revenue growth, or $264.8 million, and net income of $322,514 thousand for the nine months ended September 30, 2026. Send volume rose 29% to $70.0 billion, while active customers increased 17%.
Remitly Global, Inc. reported revenue of $509.8 million, net income of $67.6 million and Adjusted EBITDA of $120.8 million for the quarter ended September 30, 2026, raised 2026 revenue guidance to $1.989 billion to $1.991 billion, and expanded share repurchase authorization to $500 million.
Remitly Global, Inc. entered Amendment No. 2 on October 26, 2026, increasing its secured revolving credit facility from $550,000,000 to $1,000,000,000 and letter of credit sub-facility from $200,000,000 to $400,000,000, primarily to support customer-flow prefunding and general corporate purposes.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Remitly delivered record Q3 growth and profitability, beat revenue and adjusted EBITDA guidance, expanded transaction margin, grew customers and send volume, scaled newer businesses, increased capital-return capacity, and raised its full-year 2026 outlook. Cautions include lower-end 2027 revenue growth, broadly flat adjusted EBITDA margins, higher Q4 marketing spend per active customer, moderating Q4 transaction margin, and external uncertainty.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Active customers | 10.2M | second quarter 2026 | — |
| Adjusted EBITDA non-GAAP | 216.29M | Six Months Ended June 30, 2026 | — |
| Adjusted EBITDA Margin non-GAAP | 23% | Q2 2026 | — |
| Free cash flow non-GAAP | 202.81M | Six Months Ended June 30, 2026 | — |
| Free cash flow margin non-GAAP | 26.3% | 2Q 2026 | — |
| High Value Senders volume growth | 37% | 2Q 2026 | — |
| Send volume | 23.5B | second quarter 2026 | — |
| Transaction margin | 68% | Six Months Ended June 30, 2026 | — |
| Transaction margin dollars | 641.84M | Six Months Ended June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
RELY
this stock
Remitly Global, Inc.
|
$4.83B | +63.4% | +29.4% | 13.7 | 9.0% |
|
MSFT
Microsoft Corp
|
$3.89T | +8.3% | +6.9% | 27.4 | 0.8% |
|
PLTR
Palantir Technologies Inc.
|
$404.77B | -5.5% | +56.2% | 117.5 | 2.3% |
|
ORCL
Oracle Corp
|
$379.03B | -35.7% | +17.3% | 19.7 | 1.5% |
|
PANW
Palo Alto Networks Inc
|
$263.59B | +74.9% | +29.0% | — | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Remitly reported 22% nine-month revenue growth, or $264.8 million, and net income of $322,514 thousand for the nine months ended September 30, 2026. Send volume rose 29% to $70.0 billion, while active customers increased 17%.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| RELY | +1.0% | -6.7% | +10.6% | -6.6% | +63.4% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -1.6% | -5.5% | +10.1% | -6.5% | +52.8% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
