Sezzle Q3 adjusted EPS beats estimates as active subscribers grow
SEZL•Sezzle reported Q3 revenue of $166.5 million, up 42.6% year over year, and adjusted EPS of $1.37, beating estimates of $1.29. It raised FY2026 guidance and introduced preliminary FY2027 adjusted net income per diluted share guidance of $7.20.
1. Q3 results
Sezzle’s Q3 revenue rose 42.6% year over year to $166.5 million, while adjusted EPS was $1.37, above analyst expectations of $1.29. Active subscribers increased 68.1% to 955,000, and total transaction volume grew 34.9% to $1.4 billion.
2. Raised guidance
Sezzle raised FY2026 guidance to about 42.5% total revenue growth and $190 million in adjusted net income. It expects adjusted net income per diluted share of $5.45 to $5.50 for FY2026 and introduced preliminary FY2027 guidance of $7.20. Transaction-related costs fell to 4.2% of total transaction volume from 5.2% a year earlier, aided by improved credit loss provisions and a payment network incentive.
