
• Reported GAAP EPS of $1.52 up 42.06% YoY • Reported revenue of $135.54M up 29.19% YoY • Sezzle raised its FY2026 guidance for Total Revenue Growth to 30-35% and Adjusted Net Income to $180M. Adjusted Net Income Per Diluted Share guidance was also increased to $5.10.
Bullish
Sezzle achieved strong financial growth with GMV up 37.3% and Net Income up 41.9%, driven by record purchase frequency and strategic product expansions like Pay-in-5 and Agentic Commerce.
Bearish
Sezzle experienced a sequential decline in Monthly On-Demand users and increased operating expenses due to higher marketing spend. Ongoing antitrust litigation and bank charter application costs also present potential future challenges.