Sezzle 2Q26 net income rises 47.7% YoY to $40.77 million; revenue climbs 51.7% to $149.68 million - SEZL News | RalliesSezzle 2Q26 net income rises 47.7% YoY to $40.77 million; revenue climbs 51.7% to $149.68 million
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SEZL• 2Q26 results and guidance
- Sezzle posted 2Q26 net income of $40.8 million, up 47.7% year over year, with diluted EPS of $1.17, up 50%.
- Revenue climbed 51.7% to $149.7 million, while GMV rose 37.9% to $1.3 billion.
- GAAP operating income increased 52.3% to $55 million; operating margin edged up 0.1 percentage point to 36.7%.
- Active subscribers surged 76.4% to 854,000; SezzleCash launched in June, with Sezzle Send set for an August rollout.
- FY2026 guidance was raised again, targeting 35% revenue growth, adjusted net income of $185 million, and adjusted EPS of $5.25.
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