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Sezzle SEZL Transaction income — Topic 606

Other product segments

Income from other sources
$36M+92.5%
Subscription revenue
$29.06M+16.9%

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STTTotal other income — Topic 606 revenue
$1M

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$5.49B+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:Revenues.

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 606?
Sezzle (SEZL) reported transaction income — topic 606 of $65.72M in Q1 2026.
How has Sezzle's transaction income — topic 606 changed year-over-year?
Sezzle's transaction income — topic 606 increased by 13.0% year-over-year, from $58.17M to $65.72M.
What is the long-term trend for Sezzle's transaction income — topic 606?
Over 3 years (2022 to 2025), Sezzle's transaction income — topic 606 has grown at a 31.7% compound annual growth rate (CAGR), from $102.6M to $234.12M.
What does transaction income — topic 606 mean?
This metric measures revenue derived from transaction-based services recognized under standard revenue recognition principles for contracts with customers. It reflects the fees earned from processing payments and facilitating merchant-consumer transactions through the platform. This figure serves as a key indicator of the company's core operational volume and the scalability of its payment processing business model.