Strong Revenue Growth:
Results show revenue rose 33% year over year to about $1.04B in the quarter ended March 31, 2026, alongside 35% GMV growth and ten consecutive quarters of 30%+ GMV expansion. Guidance points to FY26 revenue of roughly $4.18–$4.21B and GMV near $49.3–$49.6B, indicating continued top-line momentum.
Profitability:
Disclosures indicate GAAP net income of roughly $103M and an 8.5% operating margin in the latest quarter, with adjusted operating margin at 27%. Commentary also highlights recent GAAP operating profitability and improving unit economics such as revenue less transaction costs up materially.
Product Line Growth:
Updates highlight rapid scaling of the Affirm Card, with GMV up about 146% to ~$2.1B and active cardholders reaching 4.4M, driving direct-to-consumer GMV up 48% to $3.7B. Platform engagement also increased, with transactions per active consumer up 20% and total transactions rising sharply.
