Sezzle Q1 2026 net income rises 41.9% to $51.3 million; FY2026 guidance raised
Sezzle reported first quarter 2026 results, with total revenue up 29.2% year over year to $135.5 million and net income up 41.9% to $51.3 million. The company raised its FY2026 guidance for total revenue growth, adjusted net income, and adjusted net income per diluted share.
Key points
- Total revenue rose 29.2% year over year to $135.5 million, and gross merchandise volume rose 37.3% to $1.1 billion.
- Net income was $51.3 million, or $1.47 per diluted share, versus $1.00 a year earlier; adjusted net income per diluted share was $1.43.
- FY2026 guidance raised: total revenue growth to 30%-35% from 25%-30%, adjusted net income to $180.0 million from $170.0 million, and adjusted net income per diluted share to $5.10 from $4.70.
- The company repurchased $24.8 million of common stock in the first quarter under its $100.0 million share repurchase program.
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 May 06, 2026.
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.