earnings
confidence high
sentiment positive
materiality 0.80
Sezzle Q1 GMV +37% to $1.1B; raises FY2026 guidance across all metrics
Sezzle Inc.
2026-Q1 EPS
reported $1.47
vs consensus $1.26
▲ beat
(+16.6%)
- GMV up 37.3% YoY to $1.1B; record avg purchase frequency 7.1x vs 6.1x in Q1 2025.
- Revenue $135.5M (+29.2% YoY); net income $51.3M (+41.9%); adj. net income $50.0M (+41.5%).
- Adj. EBITDA $71.1M (52.5% margin); diluted EPS $1.47; adj. diluted EPS $1.43.
- FY2026 guidance raised: rev growth 30-35% (from 25-30%); adj. net income to $180M (from $170M); adj. EPS to $5.10 (from $4.70).