Operating
Change in AR
Affirm Holdings, Inc. Change in AR decreased by 221.6% to -$35.55M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 278.8%, from $19.88M to -$35.55M. Over 2 years (FY 2022 to FY 2025), Change in AR shows an upward trend with a 11.5% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Analysis
StatementCash Flow Statement
SectionOperating
CategoryLiquidity
SignalLower is better
VolatilityModerate
First reportedQ1 2014
Last reportedQ1 2026
How to read this metric
A decrease is generally positive as it indicates faster collection of cash from customers.
Detailed definition
This measures the change in the amount of money owed to the company by customers for goods or services delivered on cred...
Peer comparison
Standard metric for all companies; peers in medical devices monitor this closely to manage working capital cycles.
Metric ID:
change_in_accounts_receivableHistorical Data
19 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $16.47M | $12.08M | $36.04M | $0.00 | $20.23M | $6.65M | $56.77M | $65.91M | $42.21M | $74.28M | $0.00 | $61.99M | -$41.12M | -$102.66M | $19.88M | $208.85M | -$138.86M | -$11.05M | -$35.55M |
| QoQ Change | — | -26.7% | +198.5% | -100.0% | — | -67.1% | +753.8% | +16.1% | -36.0% | +76.0% | -100.0% | — | -166.3% | -149.7% | +119.4% | +950.3% | -166.5% | +92.0% | -221.6% |
| YoY Change | — | — | — | — | +22.8% | -44.9% | +57.5% | +225.7% | +534.8% | +30.8% | — | -5.9% | -197.4% | -238.2% | — | +236.9% | -237.7% | +89.2% | -278.8% |
Range-$138.86M – $208.85M
CAGR+18.6%
Avg YoY Growth+15.0%
Median YoY Growth+22.8%
Change in AR at Other Companies
Frequently Asked Questions
- What is Affirm Holdings, Inc.'s change in ar?
- Affirm Holdings, Inc. (AFRM) reported change in ar of -$35.55M in Q1 2026.
- How has Affirm Holdings, Inc.'s change in ar changed year-over-year?
- Affirm Holdings, Inc.'s change in ar decreased by 278.8% year-over-year, from $19.88M to -$35.55M.
- What is the long-term trend for Affirm Holdings, Inc.'s change in ar?
- Over 2 years (2022 to 2025), Affirm Holdings, Inc.'s change in ar has grown at a 11.5% compound annual growth rate (CAGR), from $68.35M to $84.95M.
- What does change in ar mean?
- The change in money owed to the company by customers for past sales.