WU — The Western Union Company

Quarterly Earnings Performance

Calendar 2025

Quarter Period Report Date Revenue YoY Growth EPS (non-GAAP) Guidance (next qtr) Notes
Q1 2025 Jan–Mar 2025 2025-04-23 $984.0M −6.0% $0.41 FY25 adj. EPS $1.65–$1.75 GAAP EPS $0.36; Iraq headwind; digital +7%
Q2 2025 Apr–Jun 2025 2025-07-28 $1,030.0M −4.0% $0.42 FY25 guidance reaffirmed Stablecoin strategy announced; N. America soft
Q3 2025 Jul–Sep 2025 2025-10-23 $1,030.0M +0.0% $0.47 FY25 adj. EPS $1.65–$1.75 Beat EPS est.; Consumer Services +49% YoY
Q4 2025 Oct–Dec 2025 2026-02-20 $1,000.0M −5.0% $0.45 FY26 rev. +6%–+9% w/ Intermex GAAP EPS $0.36; Intermex deal announced
FY 2025 Full Year $4,100.0M −4.0% $1.75 GAAP EPS $1.52; digital growth offset retail

Calendar 2026

Quarter Period Report Date Revenue YoY Growth EPS (non-GAAP) Guidance (next qtr) Notes
Q1 2026 Jan–Mar 2026 2026-04-24 $983.0M −0.1% $0.25 FY26 rev. +6%–+9% EPS missed est. $0.41; stock fell; Intermex pending

Upcoming

Quarter Est. Report Date Est. Revenue Est. EPS Source
Q2 2026 ~2026-07-28 ~$1.06B–$1.10B ~$0.42 FY26 guidance; Intermex contribution expected

Commentary

Western Union's 2025 results reflected persistent structural pressure on its legacy retail money-transfer business, particularly in the U.S.–Mexico corridor, with full-year revenue declining 4% to $4.1 billion. Bright spots included Branded Digital (+7% revenue, +12% transactions) and Consumer Services (+49% in Q3), which partially offset the Iraq revenue wind-down. Management entered 2026 pursuing a strategic transformation — acquiring Intermex to bolster Americas retail share, launching a stablecoin/digital-asset strategy, and adding Lana (Mexico) and Dash (Singapore) to expand digital wallets. Q1 2026 disappointed on EPS ($0.25 vs. $0.41 expected), with adjusted operating margins compressed to 13%, though full-year guidance of +6%–+9% revenue growth anticipates Intermex synergies accelerating through the year.


Sources

  • Western Union Q1 2025 Results — BusinessWire
  • Western Union Q2 2025 Results — Yahoo Finance
  • Western Union Q3 2025 — IndexBox
  • Western Union Q4 & FY 2025 Results — BusinessWire
  • Western Union Q1 2026 Results — BusinessWire
  • Western Union Q1 2026 EPS Miss — Investing.com
  • Western Union Q3 2025 Earnings Beat — Sharewise/Zacks
  • Western Union Q2 2025 Transcript — Motley Fool

  • Generated: 2026-05-11