Sezzle Inc. (SEZL): auditor change — Sezzle reports Q4 2025 GMV $1.2B, net income $1.21/share; restates prior cash flow statements

Sezzle Inc.

2025-FY EPS reported $3.72 vs consensus $0.98 ▲ beat (+280.1%)

Q4 GMV record $1.2B (+35.3% YoY); revenue $129.9M (+32.2% YoY).
FY2025 revenue $450.3M (+66.1% YoY); net income $133.1M (+69.5% YoY); adj. net income $128.4M (+96.6% YoY).
FY2026 guidance: adj. EPS $4.70 (up from $4.35), rev growth 25-30%, adj. net income $170M.
Monthly On-Demand/Subscribers hit record 918,000; app sessions +51% YoY.
Non-reliance on prior cash flow stmts due to misclassification of note receivable purchases/repayments; no impact on income or B/S.

item 2.02 item 4.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Auditor Changes SEC 8-K Item 4.01/4.02 confidence 0.9

Sezzle Inc. reported that prior financial statements should not be relied upon.

Action: non reliance
Auditor: Baker Tilly US, LLP

Exact text from the filing

On February 19, 2026, management, after discussion with the Company’s independent registered public accounting firm, Baker Tilly US, LLP, and the Audit Committee of the Company’s Board of Directors, determined that the Restated Consolidated Statements of Cash Flows should no longer be relied upon

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Sezzle Inc. filing history →

Source: SEC EDGAR

accession 0001662991-26-000014

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