secwatch.observer — SEC 8-K summary
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Issuer:     Sezzle Inc. (SEZL)
CIK:        0001662991
Form:       8-K
Filed at:   2026-05-06T23:59:59+00:00
Accession:  0001662991-26-000064
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Sezzle Q1 GMV +37% to $1.1B; raises FY2026 guidance across all metrics
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- 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).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1662991/000166299126000064/0001662991-26-000064-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1662991/000166299126000064/sezl-20260506.htm
  HTML page:      https://secwatch.observer/filing/0001662991-26-000064

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer