Filing Flows › Wealthfront (WLTH) › Q2 FY27 › vs Q2 FY26
Wealthfront (WLTH) Q2 FY27 vs Q2 FY26 (year over year)
Wealthfront's revenue rose $751K (+0.8%) from $91.1M in Q2 FY26 to $91.9M in Q2 FY27. The biggest changes: Cash management −$7.1M (-10%); Investment advisory +$6.8M (+31%); Other revenue +$1.1M (+525%). Operating margin 22.2% against 43.8% (-21.6 pts).
Wealthfront, Q2 FY27: revenue $91.9M (+0.8% year over year), operating margin 22.2%, net earnings $17.8M, operating cash flow $47.3M. The chart draws each line against Q2 FY26, the increases inside each band.
Margins
| Q2 FY27 | Q2 FY26 | Change | |
|---|---|---|---|
| Operating margin | 22.2% | 43.8% | -21.6 pts |
| Net margin | 19.3% | 38.1% | -18.8 pts |
Every line
| Line | Q2 FY27 | Q2 FY26 | Change | % |
|---|---|---|---|---|
| Cash management | $61.8M | $68.9M | −$7.1M | -10% |
| Investment advisory | $28.8M | $22.0M | $6.8M | +31% |
| Other revenue | $1.3M | $210K | $1.1M | +525% |
| Revenue | $91.9M | $91.1M | $751K | +0.8% |
| Operating profit | $20.4M | $39.9M | −$19.5M | -49% |
| Costs & expenses | $71.5M | $51.3M | $20.2M | +39% |
| Pre-tax earnings | $20.4M | $39.9M | −$19.5M | -49% |
| Cost of revenue | $10.8M | $9.6M | $1.2M | +12% |
| Research & development | $34.0M | $21.2M | $12.8M | +60% |
| General & admin | $15.7M | $8.9M | $6.8M | +77% |
| Other operating costs | $11.0M | $11.6M | −$544K | -5% |
| Net earnings | $17.8M | $34.7M | −$17.0M | -49% |
| Income tax | $2.6M | $5.1M | −$2.5M | -48% |
| Depreciation & amortization | $1.2M | $1.9M | −$622K | -33% |
| Share-based compensation | $16.4M | $1.6M | $14.9M | +946% |
| Working capital & other | $11.9M | $753K | $11.1M | 16× |
| Operating cash flow | $47.3M | $38.9M | $8.4M | +22% |
Questions
How much did Wealthfront's revenue grow year over year in Q2 FY27?
Wealthfront's revenue rose $751K (+0.8%) from $91.1M in Q2 FY26 to $91.9M in Q2 FY27.
What drove Wealthfront's revenue change in Q2 FY27?
Cash management −$7.1M (-10%); Investment advisory +$6.8M (+31%); Other revenue +$1.1M (+525%).