Sezzle Q3 net income rises 72.7% to $26.7 million; raises FY2025 profit guidance
Sezzle reported third-quarter 2025 total revenue of $116.8 million, up 67.0% year over year, and net income of $26.7 million, up 72.7%, and raised several FY2025 guidance measures. The company also increased its revolving credit facility capacity to $225.0 million and said CFO Karen Hartje will transition away from her role over the next twelve months under a consulting agreement. Shareholders get stronger reported results alongside a senior finance leadership change.
Key points
- Q3 2025 diluted EPS was $0.75 versus $0.44; adjusted diluted EPS was $0.71 versus $0.47.
- FY2025 Adjusted EBITDA guidance raised to $175.0–$180.0 million from $170.0–$175.0 million; adjusted EPS guidance raised to $3.38 from $3.25.
- Credit facility capacity raised to $225.0 million from $150.0 million under Amendment No. 3, executed October 30, 2025.
- CFO Karen Hartje will be paid $10,000 per month under a consulting agreement dated November 1, 2025.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:05 AM ET, from the text of the filing and its press-release exhibits 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 November 05, 2025.
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.