Western Union shares fall after missing Q2 expectations

Published 28/07/2025, 21:16
© Reuters.

Investing.com -- Western Union Co (NYSE:WU) reported second-quarter earnings and revenue that fell short of analyst expectations on Monday, while also providing weaker-than-expected guidance for the full year, sending shares down 2.2%.

The money transfer giant posted adjusted earnings per share of $0.42, missing analyst estimates of $0.44, while revenue came in at $1.03 billion, slightly below the consensus forecast of $1.04 billion. Revenue decreased 4% on a reported basis compared to the same quarter last year, with adjusted revenue excluding Iraq declining 1%.

The company attributed the revenue decline primarily to a slowdown in its North America retail business and lower revenue from Iraq, though this was partially offset by growth in its Branded Digital and Consumer Services businesses. Western Union’s Consumer Money Transfer segment saw revenue decrease 8% on a reported basis, while transactions declined 3% YoY.

"We continue to execute against our Evolve 2025 strategy, delivering a respectable quarter despite increased macroeconomic and political uncertainty," said Devin McGranahan, President and Chief Executive Officer.

Looking ahead, Western Union lowered its full-year 2025 revenue guidance to a range of $4.04-4.14 billion, below the analyst consensus of $4.14 billion. The company also expects adjusted earnings per share between $1.65 and $1.75 for the year.

The company’s Branded Digital revenue provided a bright spot, increasing 6% with transaction growth of 9% compared to the prior year period. Additionally, the Consumer Services segment grew 39% on a reported basis, driven by the expansion of Western Union’s Travel Money business in Europe, which included the acquisition of Eurochange Limited.

Western Union maintained its adjusted operating margin at 19%, matching the prior year period, as cost efficiencies in technology helped offset lower income from Iraq and higher consumer fraud losses.

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