Buy-now-pay-later service Sezzle (NASDAQCM:SEZL) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 29.2% year on year to $135.5 million. Its non-GAAP profit of $1.43 per share was 15.7% above analysts’ consensus estimates.
Is now the time to buy Sezzle? Find out by accessing our full research report, it’s free.
Sezzle (SEZL) Q1 CY2026 Highlights:
- Revenue: $135.5 million vs analyst estimates of $128.7 million (29.2% year-on-year growth, 5.3% beat)
- Pre-tax Profit: $65.99 million (48.7% margin)
- Adjusted EPS: $1.43 vs analyst estimates of $1.24 (15.7% beat)
- Adjusted EPS guidance for the full year is $5.10 at the midpoint, beating analyst estimates by 8.5%
- Market Capitalization: $2.88 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 performance is an indicator of its overall quality. Even a bad business can shine for one or two quarters, but a top-tier one grows for years. Over the last five years, Sezzle grew its revenue at an incredible 44.4% compounded annual growth rate. Its growth surpassed the average financials company and shows its offerings resonate with customers, a great starting point for our analysis.
Long-term growth is the most important, but within financials, a half-decade historical view may miss recent interest rate changes and market returns. Sezzle’s annualized revenue growth of 67.4% 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, impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.
This quarter, Sezzle reported robust year-on-year revenue growth of 29.2%, and its $135.5 million of revenue topped Wall Street estimates by 5.3%.
ONE MORE THING: 3 Hidden Platforms Growing 3X Faster than Amazon, Google, and PayPal. Amazon, Google, and Meta all followed the same playbook: Dominate an ignored market. Build an unbeatable moat. Scale until you’re unstoppable.
These three platforms are running that exact playbook right now. The early investors in Amazon made fortunes. The early investors in these could do the same. Get All 3 Stocks Here for FREE.
Key Takeaways from Sezzle’s Q1 Results
We were impressed by Sezzle’s optimistic full-year EPS guidance, which blew past analysts’ expectations. We were also excited its EBITDA outperformed Wall Street’s estimates by a wide margin. Zooming out, we think this quarter featured some important positives. The stock traded up 11.1% to $96.07 immediately after reporting.
Sezzle had an encouraging quarter, but one earnings result doesn’t necessarily make the stock a buy. Let’s see if this is a good investment. The latest quarter does matter, but not nearly as much as longer-term fundamentals and valuation, when deciding if the stock is a buy. We cover that in our actionable full research report which you can read here (it’s free).
