Nov 4, 4:04 PM ET
Sezzle reported third-quarter 2026 results that beat the prior year on every headline measure, with total revenue up 42.6% to a record $166.5 million and net income up 79.3% to $47.8 million. The company raised its full-year 2026 guidance for the fourth time and gave preliminary 2027 Adjusted Net Income per Diluted Share guidance of $7.20, which signals continued growth expectations for shareholders.
- Total revenue rose 42.6% year over year to a record $166.5 million; total transaction volume rose 34.9% to $1.4 billion.
- Net income rose 79.3% to $47.8 million, or $1.38 per diluted share, versus $0.75 a year earlier.
- FY2026 Adjusted Net Income per Diluted Share guidance was raised to $5.45–$5.50, from $5.25 previously.
- Preliminary FY2027 Adjusted Net Income per Diluted Share guidance is $7.20; Active Subscribers rose 68.1% to 955,000.
Read the filing on SEC.gov ↗
Oct 8, 4:17 PM ET
Sezzle Inc. announced it will release its third quarter 2026 results after the market close on November 4, 2026, and hold a conference call at 5:00 p.m. Eastern Time that day. The filing contains no financial results, so it does not show revenue, profit, or guidance; it only sets the date for the results and call.
- Third quarter 2026 results release: after market close on Wednesday, November 4, 2026
- Conference call and webcast: 5:00 p.m. Eastern Time, November 4, 2026
- Management will attend investor conferences from November 9 to December 9, 2026, including BMO, Citi, KBW, TD Cowen and Needham events
Read the filing on SEC.gov ↗
Aug 18, 4:54 PM ET
Sezzle and WebBank entered into amended bank program agreements on August 12, 2026, adding two products, SezzleCash and Sezzle Send, to the existing loan program. For those two products WebBank will keep loans on its balance sheet up to an initial $30.0 million threshold, which it may raise to $150.0 million, and Sezzle's minimum tangible net worth requirement rises from $12.0 million to $100.0 million.
- Agreements dated August 12, 2026 amend and restate the September 26, 2024 bank program agreements with WebBank.
- WebBank will retain SezzleCash and Sezzle Send loans to maturity, with an initial retention threshold of $30.0 million, which WebBank may raise up to $150.0 million.
- Minimum tangible net worth covenant increases from $12.0 million to $100.0 million; new termination events added for judgments, fines or penalties and financial covenant breaches.
- Program term is unchanged and runs through September 27, 2029; full agreements to be filed with the Form 10-Q for the quarter ending September 30, 2026.
Read the filing on SEC.gov ↗
Aug 6, 4:04 PM ET
Sezzle reported second-quarter 2026 total revenue of $149.7 million, up 51.7% from a year earlier, and net income of $40.8 million, or $1.17 per diluted share versus $0.78 a year earlier. The company raised its FY2026 adjusted net income guidance to $185.0 million from $180.0 million and its adjusted EPS guidance to $5.25 from $5.10, but marketing expense rose to $19.4 million from $8.8 million and the net income margin slipped to 27.2% from 28.0%.
- Total revenue $149.7 million, up 51.7% year over year; net income $40.8 million, up 47.7%; diluted EPS $1.17 versus $0.78
- FY2026 adjusted net income guidance raised to $185.0 million from $180.0 million; adjusted EPS guidance raised to $5.25 from $5.10
- Marketing expense rose to $19.4 million from $8.8 million; net income margin 27.2% versus 28.0% a year earlier
- Cash of $112.0 million at June 30, 2026; $123.5 million outstanding on the $300.0 million credit facility
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.