WU operating income falls 31% as costs rise; $500M Intermex deal pending; buybacks cut 64%

Filed July 30, 2026 · Period ending June 30, 2026 · Compared to 10-Q Jul 28, 2025 · ~2 min read

Key Changes

• high

  Operating income declined 31% YoY to $132.1M as cost of services increased due to higher agent commissions and acquisition-related expenses expanding company-operated locations, reversing prior-year cost reductions.

  MD&A: Operating Results verify on EDGAR →
• high

  Pending $500M acquisition of Intermex, a U.S.-to-Latin America remittance provider, with $800M delayed-draw credit facility arranged to finance the deal; transaction awaits final regulatory approval.

  MD&A: Intermex Acquisition verify on EDGAR →
• high

  North America revenue declines persisted, now explicitly attributed to immigration policy impacts in addition to broader macro conditions; NA's share of Consumer Money Transfer revenue fell from 39% to 36%.

  MD&A: North America Segment verify on EDGAR →