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Sezzle SEZL Transaction income — Topic 310

Other product segments

Income from other sources
$25.74M+98.2%
Subscription revenue
$0

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Other financials

Income statement

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Revenue$135.5M+29.2%
Operating income$69.0M+38.4%
Net income$51.3M+41.9%
EPS (diluted)$1.47+47.0%

Balance sheet

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Cash & equivalents$120.4M+35.5%
Total debt$792.0K-12.2%
Total equity$196.7M+56.4%
Total assets$454.3M+52.4%

Cash flow

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Operating cash flow$89.0M+69.5%
CapEx$351.0K+1,200%
Free cash flow$88.6M+69.0%

Valuation

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Market cap$5.1B+81.1%

Profitability

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Operating margin40.7%+4.8pp
Net margin30.8%-1.6pp
FCF margin51%+0.3pp

Returns & leverage

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Return on equity92%-45.4pp
Debt / equity0.0×
Current ratio3.7×+1.0×

Where this comes from

Reported directly by Sezzle in its filing.

Tagged under the XBRL concept us-gaap:RevenueNotFromContractWithCustomer.

The official record: Sezzle’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Sezzle's transaction income — topic 310?
Sezzle (SEZL) reported transaction income — topic 310 of $34.54M in Q1 2026.
How has Sezzle's transaction income — topic 310 changed year-over-year?
Sezzle's transaction income — topic 310 decreased by 9.4% year-over-year, from $38.14M to $34.54M.
What is the long-term trend for Sezzle's transaction income — topic 310?
Over 3 years (2022 to 2025), Sezzle's transaction income — topic 310 has grown at a 11.4% compound annual growth rate (CAGR), from $98.38M to $136.05M.
What does transaction income — topic 310 mean?
This metric represents revenue generated from financing activities recognized under specific accounting standards for financial instruments. It captures the interest and fee-based income derived from the company's core lending and installment payment products. Investors use this to evaluate the yield and performance of the company's credit portfolio and financing operations.