Sezzle

Q2 FY2026 EarningsSEZL Q2 FY26 significantly outperformed market expectations, delivering a revenue beat of 10.8% and Diluted EPS of $1.17, which exceeded the consensus mean of $1.02. Total revenue surged 51.7% YoY to $149.7M, fueled by a 62.9% jump in subscription and partner revenue. Operating income reached $55.0M, comfortably ahead of the $49.5M consensus, while operating cash flow of $73.6M aligned perfectly with analyst estimates. Strategic growth in the Active Subscriber base to 854k and the successful execution of the share repurchase program ($32.8M in H1) continue to drive strong shareholder value.