NASDAQ$SEZL

Sezzle Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Sezzle reported Q1 2025, revenue of $104.9M, net income of $36.2M, diluted EPS of $1.00.

For Q1 2025, Sezzle reported revenue of $104.9M, net income of $36.2M, diluted EPS was $1.00. The filing highlights segment performance, liquidity, and management commentary on the period.

  • Revenue $104.9M.
  • Net income $36.2M.
  • Diluted EPS $1.00.

Headline financials

Total Revenue

$105M

Previous: $47M+123.3%
EPS (adj)

$1.00

Previous: $1.34-25.4%
Total Operating Expenses

$55M

No prior period
Rev Less Transaction Costs

$73.9M

No prior period
Transaction Related Costs

$31M

No prior period
Non-Transaction OpEx

$26.9M

No prior period
Adjusted EBITDA

$51.4M

No prior period
Adjusted Net Income

$36.1M

No prior period
Capital Expenditures

-$27K

Previous: -$1.85K-1361.8%
Net Income

$36.2M

Previous: $8.01M+351.7%
Operating Income

$49.9M

Previous: $13.8M+260.7%

Revenue & EPS history

Sezzle · Revenue · Quarterly

$105M

Q1 2025+123.3%vs Q1 2024
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Forward guidance

Consumer and leisure operators discuss traffic, pricing, and digital engagement rather than numeric EPS guidance in the 10-Q.

Tailwinds

  • Per-capita spend and loyalty programs.
  • Cost actions and labor productivity.
  • Digital and delivery channel growth.

Headwinds

  • Discretionary spending softness.
  • Wage and input inflation.
  • Competitive promotional pressure.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 10 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+3.5%

Avg return

Earnings day

+15.0%

Avg return

5 days after

+24.3%

Avg return

30 days after

43%

10 / 23 earnings

Positive

+42.0%

Q1 2025

Best reaction

-14.1%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.0%+18.7%+36.1%
Q4 2025+35.2%+17.3%-1.7%
Q3 2025+2.2%-1.2%+17.9%
Q1 2025+42.0%+71.6%+150.4%
Q4 2024+5.1%+14.0%-23.8%
Q3 2024+0.8%+11.5%-19.1%
Q2 2024-1.9%+2.8%+18.9%
Q1 2024-2.6%+5.1%+15.1%
Q4 2023-14.1%+4.1%+18.8%
Q3 2023+8.6%+6.7%+30.0%
Q2 2023+0.0%
Q1 2023+1.9%
Q4 2022+0.0%
Q3 2022+0.0%
Q2 2022+0.0%
Q1 2021+0.0%
Q1 2022+0.0%
Q4 2021-4.9%
Q3 2020+3.3%
Q3 2021+3.3%
Q4 2020+0.0%
Q2 2021+0.0%
Q2 2020+0.0%
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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