Affirm Holdings, Inc. operates payment network in the United States, Canada, and internationally. Its platform includes point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company's commerce platform, agreements with originating banks, and capital markets partners enables consumers to pay for a purchase over time. It has active merchants covering small businesses, large enterprises, direct-to-consumer brands, brick-and-mortar stores, and companies with an omni-channel presence. The company's merchants represent a range of industries, including sporting goods and outdoors, home and lifestyle, travel and ticketing, electronics, fashion and…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $1.04B | +32.6% | $102.9M | $0.30 | +2,900.0% | 65.9% | 19.5% |
| Q4 2025 Dec 2025 | $1.12B | +29.6% | $129.6M | $0.37 | +60.9% | 69.4% | 20.4% |
| Q3 2025 Sep 2025 | $933.3M | — | $80.7M | $0.23 | — | 67.7% | 18.6% |
| Q2 2025 Jun 2025 | $876.4M | — | $69.2M | $0.20 | — | 67.7% | 18.7% |
| Q1 2025 Mar 2025 | $783.1M | — | $2.8M | $0.01 | — | 65.4% | 12.7% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Will the upcoming index rebalancing propel this fintech giant into the big leagues and spark a massive institutional buying frenzy?
