Sezzle Inc. 8K

Sezzle Inc. announced strong first quarter 2026 results and raised its full-year 2026 guidance, supported by higher GMV, revenue, profitability, and user engagement, plus new product launches and ongoing share repurchases.

On May 6, 2026, Sezzle Inc. reported strong financial results for the quarter ended March 31, 2026, highlighted by a 37.3% year-over-year increase in gross merchandise volume to $1.1 billion, a 29.2% increase in total revenue to $135.5 million, and a 41.9% increase in net income to $51.3 million, alongside record user engagement metrics and improved transaction-related cost ratios. The company also raised its full-year 2026 guidance, increasing expected total revenue growth to 30–35%, adjusted net income to $180.0 million, and adjusted net income per diluted share to $5.10, reflecting confidence in its consumer engagement strategy, subscription-first acquisition approach, and new product initiatives such as Pay-in-5, Agentic Commerce in Canada, Sezzle Mobile, and expanded long-term lending functionality. Sezzle disclosed a robust liquidity position with $147.4 million in cash, cash equivalents, and restricted cash and $145.5 million drawn on a $225 million credit facility, and noted active capital returns via $24.8 million of share repurchases in the quarter, while scheduling an earnings conference call and a series of upcoming investor conference appearances.

Filing Facts

CIK

1662991

Ticker

-

Form

8K

Source Type

sec

Accession

0001662991-26-000064

Alert Tier

7