Sezzle Inc. — Third Quarter 2026 Earnings Summary

Sezzle reported third-quarter 2026 results with Total Transaction Volume reaching $1.4 billion, a 34.9% year-over-year increase, while Total Revenue grew 42.6% to a record $166.5 million. Active Subscribers rose 68.1% to 955,000, and Net Income increased 79.3% to $47.8 million, or $1.38 per diluted share. The company raised its full-year 2026 guidance to approximately 42.5% Total Revenue growth and $190.0 million in Adjusted Net Income, while introducing preliminary 2027 guidance of $7.20 in Adjusted Net Income per diluted share.