NASDAQ$SEZL

Sezzle Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Sezzle Inc reported strong revenue growth and profitability for the second quarter of 2025.

Sezzle Inc achieved total revenue of $98.7 million for the three months ended June 30, 2025, representing a 76% increase year-over-year. The company delivered net income of $27.6 million and operating income of $36.1 million, driven by higher GMV and expanded consumer engagement. GMV reached $927.0 million, supported by growth in subscription products and marketing initiatives.

  • Total revenue increased 76% year-over-year to $98.7 million.
  • Net income was $27.6 million with basic EPS of $0.82.
  • GMV grew 74% to $927.0 million, fueled by higher consumer activity.
  • Active Consumers reached 2.86 million and MODS increased to 748 thousand.

Headline financials

Total Revenue

$98.7M

Previous: $56M+76.4%
EPS (adj)

$0.82

Previous: $4.93-83.4%
Gross Merchandise Volume

927.0M

No prior period
Capital Expenditures

-$431K

Previous: -$25.8K-1571.6%
Net Income

$27.6M

Previous: $29.7M-7.1%
Operating Income

$36.1M

Previous: $16.7M+116.1%
Cash & Equivalents

$88.9M

Previous: $58M+53.3%
Total Assets

$351M

Previous: $212M+65.3%

Revenue & EPS history

Sezzle · Revenue · Quarterly

$98.7M

Q2 2025+76.4%vs Q2 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Historical earnings impact

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

Avg. return before/after earnings

Based on 10 quarterly earnings reports

Historical avg

+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
Q2 2025
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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