Sezzle (SEZL) Operating Income (2020 - 2026)

Sezzle (SEZL) reported Operating Income of $69.0 million for Q1 2026, up 38.36% on a YoY basis from $49.9 million in Q1 2025, and up 24.96% quarter-over-quarter from $55.2 million in Q4 2025.

Sezzle (SEZL) Operating Income (2020 - 2026) Analysis & Trends

Sezzle has reported Operating Income for 7 years, with the latest figure at $69.0 million in Q1 2026.

  • For the quarter ending Q1 2026, Operating Income rose 38.36% year-over-year to $69.0 million; the trailing twelve-month figure through Mar 2026 stood at $195.9 million (up 65.61% YoY), and the FY2025 full-year result was $176.8 million, up 114.95% from the prior year.
  • Operating Income for Q1 2026 stood at $69.0 million, up from $55.2 million in the prior quarter.
  • The five-year high for Operating Income was $69.0 million in Q1 2026, with the low at -$26.1 million in Q1 2022.
  • Historically, Operating Income has averaged $18.9 million across 5 years, with a median of $13.8 million in 2024.
  • Annual changes were most pronounced in 2022 — Operating Income sank 195.79% — and 2024, when it jumped 343.73%.
  • Sezzle's Operating Income stood at $4.7 million in 2022, then surged by 61.68% to $7.7 million in 2023, then surged by 302.62% to $30.9 million in 2024, then soared by 78.96% to $55.2 million in 2025, then climbed by 24.96% to $69.0 million in 2026.
  • The last three Operating Income figures came in at $69.0 million (Q1 2026), $55.2 million (Q4 2025), and $35.6 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Op. Inc (Qtr)
1 Visa 541.66 Bn 529.25 Bn - 7.23 Bn
2 Mastercard 437.55 Bn 427.34 Bn - 4.91 Bn
3 American Express 212.80 Bn 158.76 Bn 17.43 Bn 3.55 Bn
4 Capital One Financial 112.47 Bn 35.97 Bn - -
5 PayPal Holdings 37.70 Bn 28.36 Bn 7.84 Bn 1.49 Bn
6 Synchrony Financial 24.26 Bn 3.70 Bn - -
7 Affirm Holdings 21.24 Bn 19.51 Bn 261.64 Mn 88.43 Mn
8 SoFi Technologies 20.46 Bn 17.06 Bn 929.25 Mn 37.32 Mn
9 Ally Financial 13.30 Bn 12.86 Bn 1.98 Bn 746.00 Mn
10 Sezzle 3.92 Bn 3.79 Bn - 69.04 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 69.04 Mn
Dec 31, 2025 55.25 Mn
Sep 30, 2025 35.56 Mn
Jun 30, 2025 36.09 Mn
Mar 31, 2025 49.90 Mn
Dec 31, 2024 30.87 Mn
Sep 30, 2024 20.84 Mn
Jun 30, 2024 16.70 Mn
Mar 31, 2024 13.84 Mn
Dec 31, 2023 7.67 Mn
Sep 30, 2023 5.35 Mn
Jun 30, 2023 3.76 Mn
Mar 31, 2023 5.42 Mn
Dec 31, 2022 4.74 Mn
Sep 30, 2022 6.50 Mn
Jun 30, 2022 -13.55 Mn
Mar 31, 2022 -26.12 Mn
Dec 31, 2021 -24.35 Mn
Sep 30, 2021 -17.69 Mn
Jun 30, 2021 -17.81 Mn