Latest Earnings Results: Q2 '26
Estimated EPS
$1.03
Reported EPS
$1.13
Surprise
+9.7%
Estimated Rev
$135.09M
Reported Rev
$95.09M
Surprise
-29.61%
• Reported GAAP EPS of $1.21 up 47.56% YoY • Reported revenue of $149.68M up 51.65% YoY • Sezzle is raising its FY2026 guidance, now projecting Total Revenue growth to 35%, Adjusted Net Income to $185.0 million, and Adjusted Net Income per Diluted Share to $5.25 for the year.
Bullish Takeaway
Sezzle delivered record revenue and subscriber growth driven by product expansion into cash advances and peer-to-peer transfers, while simultaneously optimizing its capital structure through a new, lower-cost credit facility.
Bearish Takeaway
Sezzle faced margin compression in Net Income, rising Transaction Related Costs as a percentage of GMV due to higher credit loss provisions, and ongoing legal risks that may impact financial volatility.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $1.21 | -- | -- | N/A |
Q2 '26 | $1.03 | $1.13 | 9.70% | BEAT |
Q1 '26 | $1.20 | $1.43 | 18.71% | BEAT |
Q4 '25 | $0.97 | $1.21 | 25.26% | BEAT |
Q3 '25 | $0.65 | $0.71 | 9.05% | BEAT |