Sezzle Q2 revenue up 51.7% to $149.7M; raises FY2026 Adjusted Net Income guidance to $185M

Sezzle Inc.

GMV $1.3B (+37.9% YoY); Active Subscribers 854,000 (+76.4% YoY), largest subscriber gain in history.
Net Income $40.8M (+47.7% YoY); Adjusted Net Income $39.3M (+58.4% YoY); Diluted EPS $1.17 (+50% YoY).
FY2026 guidance raised: Adjusted Net Income to $185M from $180M; Adjusted EPS to $5.25 from $5.10; Revenue growth at high end of prior range (35%).
New $300M credit facility with Mesirow to fund growth and lower cost of capital.
SezzleCash live and Sezzle Send launching in August; average purchase frequency hit company high of 7.2x.

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