Intelligence Feed event · Equity · 2026-08-28

    Affirm Q4 Revenue Grows 33% to $1.17B as EPS of $4.62 Tops Consensus

    Question

    Affirm Q4 Revenue Grows 33% to $1.17B as EPS of $4.62 Tops Consensus

    Direct answer

    Affirm Holdings delivered Q4 fiscal 2026 revenue of $1.17 billion, expanding 33% year-over-year from $876.42 million in the corresponding prior-year quarter. The revenue print beat consensus forecasts by 5.23%. Reported diluted earnings per share came in at $4.62 versus the $0.33 consensus figure. Operational performance was supported by steady growth across gross merchandise volume, interest income, and proceeds from loan sales.

    Original publisher
    Market Ontology
    Evidence through
    2026-08-28
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “Affirm Q4 Revenue Grows 33% to $1.17B as EPS of $4.62 Tops Consensus”, revision 1, evidence through 2026-08-28. https://marketontology.com/market-events/2026-08-28/affirm-q4-revenue-grows-33-to-1-17b-as-eps-of-4-62-tops-consensus-7dca16

    EQUITY
    Affirm Q4 Revenue Grows 33% to $1.17B as EPS of $4.62 Tops Consensus
    Affirm Holdings delivered Q4 fiscal 2026 revenue of $1.17 billion, expanding 33% year-over-year from $876.42 million in the corresponding prior-year quarter. The revenue print beat consensus forecasts by 5.23%. Reported diluted earnings per share came in at $4.62 versus the $0.33 consensus figure. Operational performance was supported by steady growth across gross merchandise volume, interest income, and proceeds from loan sales.
    AFRM
    Impact
    78
    AUG 28
    SIG
    90%
    AFRM
    Affirm Q4 Revenue Grows 33% to $1.17B as EPS of $4.62 Tops Consensus
    Affirm Holdings delivered Q4 fiscal 2026 revenue of $1.17 billion, expanding 33% year-over-year from $876.42 million in the corresponding prior-year quarter. The revenue print beat consensus forecasts by 5.23%. Reported diluted earnings per share came in at $4.62 versus the $0.33 consensus figure. Operational performance was supported by steady growth across gross merchandise volume, interest income, and proceeds from loan sales.
    → Higher interest income and securitization gains expand AFRM net transaction margins against resilient consumer installment borrowing volumes.
    Impact
    Affirm Holdings delivered Q4 fiscal 2026 revenue of $1.17 billion, expanding 33% year-over-year from $876.42 million in the corresponding prior-year quarter. The revenue print beat consensus forecasts by 5.23%. Reported diluted earnings per share came in at $4.62 versus the $0.33 consensus figure. Operational performance was supported by steady growth across gross merchandise volume, interest income, and proceeds from loan sales.
    Affected
    AFRM
    Transmission
    Higher interest income and securitization gains expand AFRM net transaction margins against resilient consumer installment borrowing volumes.

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    AFRMloan gain-on-sale margins and interest income driving GAAP profitabilityUp1-5dQ4 revenue reached $1.17B (+33% YoY) and EPS reached $4.62 versus $0.33 consensus.

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    What happened next

    Price follow-up pending — no stored daily closes for these assets yet.

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