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Did Sezzle Beat Earnings?
Sezzle (SEZL) reported Q2 '26 revenue of $150M, up 51.7% year-over-year, with reported EPS of $1.13. That topped the $0.95 analyst estimate by 18.9% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — Sezzle’s job postings, web traffic, and employee business outlook. See the full SEZL stock analysis or the earnings calendar for upcoming reports.
SEZL Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q2 '26 | $0.95 | $1.13 | Beat +18.9% |
| Q1 '26 | $1.24 | $1.43 | Beat +15.3% |
| Q4 '25 | $0.96 | $1.21 | Beat +26.0% |
| Q3 '25 | $0.65 | $0.71 | Beat +9.2% |
| Q2 '25 | $0.58 | $0.69 | Beat +19.0% |
| Q1 '25 | $0.20 | $1.00 | Beat +400.0% |
Sezzle Quarterly Financial Trends
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 70M | 98M | 105M | 99M | 117M | 130M | 136M | 150M |
| Gross margin | 62.6% | 68.8% | 71.1% | 73.7% | 85.1% | 106.0% | 86.3% | 86.1% |
| Operating margin | 29.8% | 31.4% | 47.6% | 36.6% | 30.4% | 42.5% | 50.9% | 36.7% |
| Net income | 15M | 25M | 36M | 28M | 27M | 43M | 51M | 41M |
| Net margin | 22.1% | 25.8% | 34.5% | 28.0% | 22.8% | 32.9% | 37.9% | 27.2% |
| EPS | $0.49 | $4.39 | $1.00 | $0.69 | $0.71 | $1.21 | $1.43 | $1.13 |
Sezzle Earnings Trend Analysis
Over the eight quarters from Q3 '24 to Q2 '26, Sezzle’s quarterly revenue moved from $70M to $150M. Net margin expanded from 22.1% to 27.2%, against a 86.1% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. Sezzle has beaten Wall Street EPS estimates in 8 of its last 8 reported quarters.
When Is Sezzle’s Next Earnings Date?
Sezzle reports earnings on a quarterly schedule. Its most recent report covered Q2 '26. For the confirmed upcoming date — and every other company reporting soon — see the SEZL earnings calendar.
Frequently Asked Questions: Sezzle Earnings
Sezzle's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
Sezzle reported Q2 '26 EPS of $1.13 on revenue of $150M (+51.7% YoY). Sezzle beat estimates, reporting $1.13 vs. the $0.95 estimate.
Sezzle reported Q2 '26 revenue of $150M, up 51.7% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the SEZL AI Score.




