NASDAQ$SEZL

Sezzle Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

SEZL reported Q1 2026 revenue of $135.5M and net income of $51.3M, with diluted EPS of $1.47.

For Q1 2026, SEZL reported revenue of $135.5M and net income of $51.3M. The filing's MD&A discusses segment trends, costs, and balance-sheet items; year-over-year profitability improved relative to the prior-year quarter.

  • Revenue of $135.5M for Q1 2026.
  • Net income of $51.3M; diluted EPS $1.47.
  • Operating expenses and margin mix are detailed in the quarterly filing.
  • Liquidity, capital allocation, and macro exposure are discussed in MD&A.

Headline financials

Total Revenue

$136M

Previous: $105M+29.2%
EPS (adj)

$1.47

Previous: $1.00+47.0%
Capital Expenditures

-$351K

Previous: -$27K-1200.0%
Net Income

$51.3M

Previous: $36.2M+41.9%
Operating Income

$69M

Previous: $49.9M+38.4%

Revenue & EPS history

Sezzle · Revenue · Quarterly

$136M

Q1 2026+29.2%vs Q1 2025
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Forward guidance

The 10-Q does not provide numeric consolidated annual EPS guidance for SEZL. Management commentary covers costs, capital allocation, and sector-specific risks in MD&A.

Tailwinds

  • Management discusses operational priorities and liquidity in the quarterly filing.
  • Segment or product trends are disclosed where applicable to the business model.

Headwinds

  • Macro, input-cost, and interest-rate exposure can affect near-term results.
  • One-time items, impairments, or fair-value marks may distort quarterly comparability.

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 2026

Historical avgQ1 2026

+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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