Non-Current Liabilities

Payable to third-party loan owners

Affirm Holdings, Inc. Payable to third-party loan owners increased by 36.8% to $178.28M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 0.7%, from $177.00M to $178.28M. Over 4 years (FY 2021 to FY 2025), Payable to third-party loan owners shows an upward trend with a 43.4% CAGR.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Liabilities
CategoryLeverage
SignalContext dependent
VolatilityModerate
First reportedQ2 2020
Last reportedQ1 2026

How to read this metric

Higher levels indicate a reliance on third-party funding for loan originations, which is central to the company's business model.

Detailed definition

Refers to long-term obligations owed to third-party entities that have purchased or funded loans originated by the compa...

Peer comparison

Common in marketplace lending and fintech companies that utilize third-party capital to fund consumer credit.

Metric ID: non_current_liabilities_third_party_loan_owner_payable

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$50.08M$38.46M$71.52M$35.96M$71.38M$90.81M$127.38M$44.19M$53.85M$109.50M$134.57M$129.73M$159.64M$152.04M$157.25M$177.00M$211.70M$193.79M$130.33M$178.28M
QoQ Change-23.2%+85.9%-49.7%+98.5%+27.2%+40.3%-65.3%+21.9%+103.3%+22.9%-3.6%+23.1%-4.8%+3.4%+12.6%+19.6%-8.5%-32.7%+36.8%
YoY Change+42.5%+136.1%+78.1%+22.9%-24.6%+20.6%+5.6%+193.6%+196.4%+38.8%+16.9%+36.4%+32.6%+27.5%-17.1%+0.7%
Range$35.96M$211.70M
CAGR+30.6%
Avg YoY Growth+50.4%
Median YoY Growth+30.0%

Frequently Asked Questions

What is Affirm Holdings, Inc.'s payable to third-party loan owners?
Affirm Holdings, Inc. (AFRM) reported payable to third-party loan owners of $178.28M in Q1 2026.
How has Affirm Holdings, Inc.'s payable to third-party loan owners changed year-over-year?
Affirm Holdings, Inc.'s payable to third-party loan owners increased by 0.7% year-over-year, from $177.00M to $178.28M.
What is the long-term trend for Affirm Holdings, Inc.'s payable to third-party loan owners?
Over 4 years (2021 to 2025), Affirm Holdings, Inc.'s payable to third-party loan owners has grown at a 43.4% compound annual growth rate (CAGR), from $50.08M to $211.70M.
What does payable to third-party loan owners mean?
Long-term debt obligations owed to third-party investors who own the loans.