Every material Form 8-K Sezzle filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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.
Sezzle Inc. announced it will release its third quarter 2026 results after the market close on November 4, 2026, and hold a conference call at 5:00 p.m. Eastern Time that day. The filing contains no financial results, so it does not show revenue, profit, or guidance; it only sets the date for the results and call.
Third quarter 2026 results release: after market close on Wednesday, November 4, 2026
Conference call and webcast: 5:00 p.m. Eastern Time, November 4, 2026
Management will attend investor conferences from November 9 to December 9, 2026, including BMO, Citi, KBW, TD Cowen and Needham events
Sezzle and WebBank entered into amended bank program agreements on August 12, 2026, adding two products, SezzleCash and Sezzle Send, to the existing loan program. For those two products WebBank will keep loans on its balance sheet up to an initial $30.0 million threshold, which it may raise to $150.0 million, and Sezzle's minimum tangible net worth requirement rises from $12.0 million to $100.0 million.
Agreements dated August 12, 2026 amend and restate the September 26, 2024 bank program agreements with WebBank.
WebBank will retain SezzleCash and Sezzle Send loans to maturity, with an initial retention threshold of $30.0 million, which WebBank may raise up to $150.0 million.
Minimum tangible net worth covenant increases from $12.0 million to $100.0 million; new termination events added for judgments, fines or penalties and financial covenant breaches.
Program term is unchanged and runs through September 27, 2029; full agreements to be filed with the Form 10-Q for the quarter ending September 30, 2026.
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%.
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
Sezzle Inc. said it will release its second quarter 2026 results after the market close on August 6, 2026, and hold a conference call at 5:00 p.m. ET that day. The filing contains no financial results, so it does not yet show revenue, profit, or guidance for the quarter.
Second quarter 2026 results release: August 6, 2026, after market close
Conference call and webcast: 5:00 p.m. ET on August 6, 2026
Management will present at four investor conferences between August 13 and September 17, 2026
Sezzle's subsidiary entered an amended and restated $300 million senior secured asset-based revolving credit facility maturing May 7, 2029, which replaces its prior facility. The company says the new terms lower its cost of capital, and the filing shows $153.5 million outstanding under the prior facility was carried forward into the new one. The facility includes restrictive covenants, and an amendment to the company's limited guaranty sets conditions and caps on dividends and share repurchases.
Facility size of $300 million, with an option to increase capacity by an additional $75 million; maturity date May 7, 2029.
Interest rate of 3-month Term SOFR plus 3.86%, with a 2.00% SOFR floor; the press release cites a prior spread of 6.75%.
$153.5 million outstanding under the prior facility was carried into the new facility, with no amounts repaid at closing.
Dividends and buybacks are permitted only if trailing twelve-month consolidated net income is positive, capped at $75 million plus 50% of net income after May 7, 2026.
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.
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.
Sezzle Inc. said it will release its first quarter 2026 results after the market close on Wednesday, May 6, 2026, and hold a conference call at 5:00 p.m. Eastern Time that day. The filing contains no financial results, so it gives shareholders a date to watch rather than any measure of performance.
First quarter 2026 results to be released after market close on Wednesday, May 6, 2026
Conference call and webcast scheduled for 5:00 p.m. Eastern Time on May 6, 2026
Management will attend investor events on May 14, May 18, May 20, June 17 and June 23, 2026
Sezzle director Karen Webster resigned from the board effective immediately, citing a growing difference in perspective with management over the company's direction, key decisions and governance. The board appointed Bryan Hunt, a financial analyst and General Partner of Relevance Ventures, to fill the vacancy and placed him on three board committees.
Karen Webster resigned on April 3, 2026, and had served on the Audit and Risk, Compensation, and Nominating and Corporate Governance committees
Webster stated her resignation resulted from a growing difference in perspective with management over direction, key decisions and governance
Bryan Hunt, age 57, was appointed April 9, 2026, as an independent director and joins all three committees Webster left
Hunt receives a $65,000 annual retainer and a grant of 935 restricted stock units vesting over about 3.7 years
Sezzle reported fourth-quarter and full-year 2025 results with revenue and net income up sharply from 2024 and raised its FY2026 Adjusted Net Income per Diluted Share guidance to $4.70 from $4.35. The company also said its 2024 Consolidated Statements of Cash Flows should no longer be relied upon because it misclassified notes receivable purchases and repayments as investing activities; the restatement changes cash flow classification only, with no effect on the balance sheet or income statement.
Q4 2025 Total Revenue rose 32.2% year over year to $129.9 million; Net Income was $42.7 million, or $1.21 per diluted share.
FY2025 Net Income rose 69.5% to $133.1 million, or $3.72 per diluted share; Adjusted Net Income was $128.4 million.
FY2026 guidance: Adjusted Net Income per Diluted Share raised to $4.70 from $4.35; Total Revenue growth of 25% to 30%; Adjusted Net Income of $170.0 million.
2024 operating cash flow restated to $130.6 million from $40.9 million; $89.7 million reclassified from investing activities. Determined February 19, 2026; no amended 10-K or 10-Q filings planned.
Sezzle Inc. announced it will release its fourth quarter and full year 2025 results after the market close on February 25, 2026, with a conference call at 5:00 p.m. Eastern Time that day. The filing contains no financial results, so it gives shareholders a date to watch rather than new performance figures.
Fourth quarter and full year 2025 results due after market close on February 25, 2026
Conference call and webcast set for 5:00 p.m. ET on February 25, 2026
Management to appear at Wolfe Research FinTech Forum on March 10, 2026 and Oppenheimer Non-Deal Roadshow on March 11, 2026
Sezzle Inc. said its Board appointed Senior Vice President of Corporate Development and Investor Relations Lee Brading as Chief Financial Officer, effective February 1, 2026. CFO Karen Hartje steps down from the role on January 31, 2026, and will serve as a consultant under a consulting agreement dated November 1, 2025. The filing discloses no financial results, but the change in the company's principal financial officer is a significant leadership transition for shareholders.
Lee Brading, age 58, joined Sezzle in April 2020 and most recently served as SVP of Corporate Development and Investor Relations.
Brading's employment agreement sets a $450,000 annual base salary and equity compensation with a target value of $2,000,000 in restricted stock units vesting over four years.
Brading's target bonus is 50% of base salary under the profit-sharing incentive plan, prorated for 2026.
Hartje's CFO role ends January 31, 2026, after nearly eight years as CFO, per the press release.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Sezzle filing is on SEC EDGAR ↗. 8-K briefs of other companies →