以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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SEZL
26 atoms · 跨 4 天 · 首见 2026-05-06 · 最近 2026-06-19
三色: 🟦 fact 24 · 🟥 take 2 · stance ▲24/▼0/◆0
来源: X 26
时态: fresh:23 · aging:3
标签: 好数字:23 · 好观点:5 · 好信源:4
叙事 (narrative) (5)
- 2026-05-06
[老化中] · CEO 对平均购买频次和活跃订阅者的评价
Average quarterly purchase frequency reached a new Company high of 7.1x and Active Subscribers grew 48.4% year over year, reflecting the growing value consumers see in Sezzle.
tags: 好观点·好数字 · → daily
- 2026-06-18 · 股价涨幅
$SEZL more than 2x’d since tweet.
tags: 好数字 · → daily
value: qty=>2x · date=since tweet
- 2026-05-06
[老化中] · CEO 对消费者参与策略的评价
This quarter's results demonstrate the impact of the consumer engagement strategy we advanced throughout 2025.
tags: 好观点 · → daily
- 2026-05-06
[老化中] · CEO 对提升指引的信心表述
The engagement flywheel we built is working, and our strong first quarter performance gives us the confidence to raise FY2026 Adjusted Net Income guidance to $180 million and Adjusted Net Income per Diluted Share guidance to $5.10.
tags: 好观点 · → daily
- 2026-06-18 · 估值比较
$SEZL is a superior business at a superior valuation.
tags: 好观点 · → daily
预测 (forecast) (2)
- 2026-05-06 · 1Q EPS
Upped FY guidance to $5.1 eps and 35% growth.
tags: 好数字·好信源 · → daily
value: qty=$5.1 · date=FY
- 2026-05-07 · EPS预测
a $6+ eps this year would not be too far fetched
tags: 好数字·好观点 · → daily
value: qty=$6+ · date=this year
事实 (fact) (19)
- 2026-05-06 ⭐ · 2026 财年营收增长指引
Total Revenue Growth: 30%-35%, up from 25%-30%
tags: 好数字·好信源 · → daily
value: qty=30%-35% · date=FY2026
- 2026-05-06 ⭐ · 2026 财年调整后净利润指引
Adjusted Net Income: $180.0M, up from $170M
tags: 好数字·好信源 · → daily
value: qty=180.0M · date=FY2026
- 2026-05-06 ⭐ · 2026 财年调整后每股净利润指引
Adjusted Net Income Per Diluted Share: $5.10, up from $4.70
tags: 好数字·好信源 · → daily
value: qty=5.10 · date=FY2026
- 2026-05-06 · Q1 2026 营收
Revenue: $135.54M (Est. $129.14M)
tags: 好数字 · → daily
value: qty=135.54M · date=Q1 2026
- 2026-05-06 · Q1 2026 EPS
EPS: $1.47 (Est. $1.24)
tags: 好数字 · → daily
value: qty=1.47 · date=Q1 2026
- 2026-05-06 · Q1 2026 GMV
GMV: $1.1B; +37.3% YoY
tags: 好数字 · → daily
value: qty=1.1B · date=Q1 2026
- 2026-05-06 · Q1 2026 调整后 EBITDA
Adj. EBITDA: $71.1M; +38.3% YoY
tags: 好数字 · → daily
value: qty=71.1M · date=Q1 2026
- 2026-05-06 · Q1 2026 平均季度购买频次
Average Quarterly Purchase Frequency: 7.1x, up from 6.1x in 1Q25
tags: 好数字 · → daily
value: qty=7.1x · date=Q1 2026
- 2026-05-06 · Q1 2026 MODS
MODS: 887,000; +34.8% YoY
tags: 好数字 · → daily
value: qty=887000 · date=Q1 2026
- 2026-05-06 · Q1 2026 活跃订阅者增长
Active Subscribers: +48.4% YoY
tags: 好数字 · → daily
value: qty=48.4% · date=Q1 2026
- 2026-05-06 · Q1 2026 交易相关成本占比
Transaction Related Costs: 3.2% of GMV, down from 3.8% in 1Q25
tags: 好数字 · → daily
value: qty=3.2% · date=Q1 2026
- 2026-05-06 · Q1 2026 信用损失准备金占比
Provision for Credit Losses: 1.2% of GMV, down from 1.6% in 1Q25
tags: 好数字 · → daily
value: qty=1.2% · date=Q1 2026
- 2026-05-06 · Q1 2026 运营利润率
Operating Margin: 50.9%, up 3.3 ppt YoY
tags: 好数字 · → daily
value: qty=50.9% · date=Q1 2026
- 2026-05-06 · Q1 2026 净利润率
Net Income Margin: 37.9%, up 3.4 ppt YoY
tags: 好数字 · → daily
value: qty=37.9% · date=Q1 2026
- 2026-05-06 · Q1 2026 运营现金流
Operating Cash Flow: $89.0M
tags: 好数字 · → daily
value: qty=89.0M · date=Q1 2026
- 2026-05-06 · Q1 2026 股票回购金额
Buybacks: $24.8M repurchased in Q1
tags: 好数字 · → daily
value: qty=24.8M · date=Q1 2026
- 2026-05-06 · 股票回购计划授权金额
Authorization: $100.0M share repurchase program
tags: 好数字 · → daily
value: qty=100.0M
- 2026-06-19 · FY26 consensus EPS
$SEZL FY'26 consensus now is $5.1 EPS.
tags: 好数字 · → daily
value: qty=$5.1 · date=FY'26
- 2026-05-06 · 盘后股价涨幅
盘后价: $97.50; 盘后涨幅: +13.35%
tags: 好数字 · → daily
value: qty=13.35% · date=2026-05-06
时间轴 (近 20)
- 2026-06-19 ·
fact · FY26 consensus EPS · → daily
- 2026-06-18 ·
narrative · 估值比较 · → daily
- 2026-06-18 ·
narrative · 股价涨幅 · → daily
- 2026-05-07 ·
forecast · EPS预测 · → daily
- 2026-05-06 ·
fact · Q1 2026 营收 · → daily
- 2026-05-06 ·
fact · Q1 2026 EPS · → daily
- 2026-05-06 ·
fact · Q1 2026 GMV · → daily
- 2026-05-06 ·
fact · Q1 2026 调整后 EBITDA · → daily
- 2026-05-06 ·
fact · 2026 财年营收增长指引 · → daily
- 2026-05-06 ·
fact · 2026 财年调整后净利润指引 · → daily
- 2026-05-06 ·
fact · 2026 财年调整后每股净利润指引 · → daily
- 2026-05-06 ·
fact · Q1 2026 平均季度购买频次 · → daily
- 2026-05-06 ·
fact · Q1 2026 MODS · → daily
- 2026-05-06 ·
fact · Q1 2026 活跃订阅者增长 · → daily
- 2026-05-06 ·
fact · Q1 2026 交易相关成本占比 · → daily
- 2026-05-06 ·
fact · Q1 2026 信用损失准备金占比 · → daily
- 2026-05-06 ·
fact · Q1 2026 运营利润率 · → daily
- 2026-05-06 ·
fact · Q1 2026 净利润率 · → daily
- 2026-05-06 ·
fact · Q1 2026 运营现金流 · → daily
- 2026-05-06 ·
fact · Q1 2026 股票回购金额 · → daily
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