Sezzle Q2 revenue rises 76% to $98.7 million; net income falls 7.1% to $27.6 million
Sezzle reported second-quarter 2025 results, with total revenue up 76.4% year over year to $98.7 million and operating income up 116.1% to $36.1 million. Net income fell 7.1% to $27.6 million and diluted earnings per share fell 4.9% to $0.78, mainly because the prior-year quarter included a $16.1 million income tax benefit. The company also said it will let its B Corporation certification expire, which it does not expect to have a material impact on the business.
Key points
- Total revenue of $98.7 million, up 76.4%; gross merchandise volume reached $927.0 million, up 74.2%
- Net income of $27.6 million versus $29.7 million a year earlier; diluted EPS of $0.78 versus $0.82, with a $5.1 million tax expense in 2Q25 compared with a $16.1 million benefit in 2Q24
- FY2025 guidance includes Adjusted EBITDA of $170.0 million to $175.0 million and Adjusted Net Income of $120.0 million
- B Corporation certification expires effective immediately after the company elected to forgo recertification; it remains a Public Benefit Corporation
The filing
Written by AI on Nov 8, 2026, 1:05 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 07, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.