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.
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.
From Sezzle's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$450.28M
+66.1%
$3.72
+69.9%
29.6%
FY2024
$271.13M
+70.1%
$2.19
+75.2%
29.0%
FY2023
$159.36M
+26.9%
$1.25
—
4.5%
FY2022
$125.57M
+9.4%
$-7.00
—
-30.3%
FY2021
$114.82M
+95.3%
$-0.38
—
-65.5%
Frequently asked questions
When is Sezzle's next earnings date?
Sezzle has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did Sezzle earn last quarter?
For the quarter ended Sep 2026, Sezzle reported diluted EPS of $1.38 (+84.0% year over year) on revenue of $166.50M (+42.6%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.