Sezzle Reports Third Quarter 2026 Results
Key Highlights
- ➤Total Revenue rose 42.6% YoY to a record $166.5 million
- ➤Net Income increased 79.3% YoY to $47.8 million, or $1.38 per Diluted Share
- ➤FY2026 guidance raised to approximately 42.5% Total Revenue growth and $190.0 million Adjusted Net Income
- ➤Preliminary FY2027 Adjusted Net Income per Diluted Share guidance introduced at $7.20
- ➤Total Transaction Volume reached $1.4 billion, up 34.9% YoY
Expert Statements
Charlie Youakim, Executive Chairman and CEO of Sezzle
“We enter the holiday season with Subscribers approaching one million and transaction frequency reaching a Company high. SezzleCash is showing encouraging results, bringing new Subscribers onto the platform, many of whom subsequently shop with Anywhere at checkout. We are raising FY2026 guidance for the fourth time, with Total Revenue growth now expected to reach approximately 42.5%, Adjusted Net Income of $190 million, and Adjusted Net Income per Diluted Share of $5.45–$5.50. We are also introducing preliminary FY2027 guidance of $7.20 in Adjusted Net Income per Diluted Share.”
* Total Transaction Volume(1) (TTV) reached $1.4 billion, representing 34.9% YoY growth * Total Revenue grew 42.6% YoY to a record $166.5 million, outpacing TTV growth by 7.7 percentage points * Active Subscribers up 68.1% YoY to 955,000 * Net Income increased 79.3% YoY to $47.8 million, or $1.38 per Diluted Share, up 84.0%; Adjusted Net Income rose 89.9% to $47.7 million, with Adjusted Net Income per Diluted Share increasing 95.7% to $1.37 * Raised FY2026 guidance to approximately 42.5% Total Revenue growth, $190.0 million of Adjusted Net Income (48.8% YoY growth)(2), and $5.45–$5.50 of Adjusted Net Income per Diluted Share * Introduced preliminary FY2027 guidance for Adjusted Net Income(2) per Diluted Share of $7.20, representing 30.9%–32.1% growth over FY2026 guidance MINNEAPOLIS, Nov. 04, 2026 (GLOBE NEWSWIRE) -- Sezzle Inc. (NASDAQ:SEZL) (Sezzle or Company) // Sezzle is pleased to update the market on key financial metrics for the quarter ended September 30, 2026.
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