Buy-now-pay-later service Sezzle (NASDAQCM:SEZL) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 51.7% year on year to $149.7 million. Its non-GAAP profit of $1.13 per share was 11.3% above analysts’ consensus estimates.
Is now the time to buy Sezzle? Find out by accessing our full research report, it’s free.
Sezzle (SEZL) Q2 CY2026 Highlights:
- Revenue: $149.7 million vs analyst estimates of $136.4 million (51.7% year-on-year growth, 9.8% beat)
- Pre-tax Profit: $51.71 million (34.5% margin)
- Adjusted EPS: $1.13 vs analyst estimates of $1.02 (11.3% beat)
- Management raised its full-year Adjusted EPS guidance to $5.25 at the midpoint, a 2.9% increase
- Market Capitalization: $5.86 billion
Company Overview
Founded in 2016 as an alternative to traditional credit cards for younger shoppers, Sezzle (NASDAQ: SEZL) provides a payment platform that allows consumers to split purchases into four interest-free installments over six weeks at participating retailers.
Revenue Growth
A company’s long-term sales performance is one signal of its overall quality. Any business can experience short-term success, but top-performing ones enjoy sustained growth for years. Luckily, Sezzle’s revenue grew at an incredible 42.2% compounded annual growth rate over the last five years. Its growth surpassed the average financials company and shows its offerings resonate with customers, a great starting point for our analysis.
We at StockStory place the most emphasis on long-term growth, but within financials, a half-decade historical view may miss recent interest rate changes, market returns, and industry trends. Sezzle’s annualized revenue growth of 66.1% over the last two years is above its five-year trend, suggesting its demand was strong and recently accelerated. 
Note: Quarters not shown were determined to be outliers because they were impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.
This quarter, Sezzle reported magnificent year-on-year revenue growth of 51.7%, and its $149.7 million of revenue beat Wall Street’s estimates by 9.8%.
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Key Takeaways from Sezzle’s Q2 Results
We were impressed by how significantly Sezzle blew past analysts’ revenue expectations this quarter. We were also glad its EBITDA outperformed Wall Street’s estimates. Zooming out, we think this was a good print with some key areas of upside. Investors were likely hoping for more, and shares traded down 22.1% to $139.19 immediately after reporting.
Big picture, is Sezzle a buy here and now? We think that the latest quarter is only one piece of the longer-term business quality puzzle. Quality, when combined with valuation, can help determine if the stock is a buy. We cover that in our actionable full research report which you can read here (it’s free).
