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OFX Group (OFX) investor relations material
OFX Group Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Initiated a strategic review to explore organic and inorganic options, including a potential sale, to maximize shareholder value.
CFO resignation announced, with a transition plan in place and executive search underway.
Progressing with the OFX 2.0 strategy, focusing on product innovation and client migration to the New Client Platform (NCP).
Financial highlights
Net Operating Income (NOI) for 3Q26 was $48.1m, down 4.0% sequentially and 11.7% year-over-year.
Non-FX revenue grew 44.0% quarter-over-quarter, with strong adoption of new products and increased wallet balances.
Net Cash Held increased to $79.8m, up $4.3m from 2Q26; Net Available Cash rose to $54.4m.
Corporate segment revenue declined 6.0% sequentially and 11.5% year-over-year.
High-Value Consumer revenue fell 3.2% sequentially and 20.9% year-over-year.
Outlook and guidance
2H26 NOI expected to be lower than the prior corresponding period due to ongoing macroeconomic softness.
Continued focus on quarterly performance updates and execution of the 2.0 strategy.
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