Sezzle Q2 revenue rises 51.7% to $149.7 million; FY2026 profit guidance raised
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%.
Key points
- 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
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 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.