earnings
confidence high
sentiment positive
materiality 0.85
Sezzle Inc. (SEZL): debt financing — Sezzle Q3 2025: GMV crosses $1B, revenue $116.8M (+67%), EPS $0.75, raises FY guidance
Sezzle Inc.
2025-Q3 EPS
reported $2.55
vs consensus $0.66
▲ beat
(+283.7%)
- GMV $1.0B (+58.7% YoY), total revenue $116.8M (+67% YoY), net income $26.7M ($0.75 diluted EPS, +70.5%).
- Adj. net income $25.4M ($0.71 diluted EPS, +51.1% YoY); FY2025 guidance raised; FY2026 Adj. EPS guidance of $4.35.
- CFO Karen Hartje to transition to consulting role; $10k/month for 12 months, healthcare through June 2026; remains CFO during period.
- Credit facility borrowing capacity increased from $150M to $225M via accordion feature to support business growth.