Earnings Releases·Nov 4, 2026, 4:04 PM ET

Sezzle Inc. — Third Quarter 2026 Earnings Summary

Total revenue grew 42.6% YoY to a record $166.5 million, while net income surged 79.3% YoY to $47.8 million ($1.38 per diluted share), driven by a 34.9% increase in Total Transaction Volume to $1.4 billion.
The company raised FY2026 guidance to 42.5% revenue growth and $190.0 million in Adjusted Net Income, while introducing preliminary FY2027 Adjusted Net Income per share guidance of $7.20.
Sezzle repurchased $39.36 million of common stock over the nine months ended September 30, 2026, and reduced its FY2026 Provision for Credit Losses target to approximately 2.5% of TTV.
Strategic initiatives advanced with SezzleCash showing strong traction in its first full quarter, Sezzle Send rolling out to all users, and an application filed with the OCC to establish Sezzle Bank, N.A.