AI brief of an SEC Form 8-K · Sezzle (SEZL)

Sezzle raises 2026 guidance as Q3 revenue rises 42.6% to record $166.5 million

Positive Impact 4 of 5 earnings

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.

Key points

  • 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.

The filing

CompanySezzle (SEZL)
Form8-K, current report
Filed with the SECNov 4, 2026, 4:04 PM ET
Accession number0001662991-26-000169

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.

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.