AFRM Affirm Holdings, Inc.

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Affirm Beat Expectations, Guides In-line

Thursday, May 7, 2026 · 4:10 PM ET

Affirm (AFRM) reported earnings of $0.30 per share on revenue of $1.04 billion for the fiscal third quarter ended March 2026. The consensus earnings estimate was $0.17 per share on revenue of $997.92 million. The Earnings Whisper number was $0.22 per share. The company beat expectations by 36.36% while revenue grew 32.64% on a year-over-year basis.

The company said in its shareholders letter it expects fourth quarter revenue of $1.08 billion to $1.11 billion. The current consensus revenue estimate is $1.08 billion for the quarter ending June 30, 2026.

Affirm’s mission is to deliver honest financial products that improve lives.

Earnings Whisper Grade —
Power Rating—
Reported Earnings
$0.30
Earnings Whisper®
$0.22
Consensus Estimate
$0.17
Earnings Surprise
Earnings Growth2,900.0 %
Reported Revenue
$1.04B
Revenue Estimate
$997.92M

Consensus estimates for banks and some financial institutions are for net interest income, which may not be comparable to reported revenue.

Revenue Surprise
Revenue Growth32.6 %

Affirm reports third fiscal quarter 2026 results

Thursday, May 7, 2026 · 4:10 PM ET Business Wire

SAN FRANCISCO--(BUSINESS WIRE)--Affirm Holdings, Inc. (NASDAQ: AFRM) (“Affirm” or the “Company”) today reported financial results for its fiscal 2026 third quarter ended March 31, 2026. The results, which include a shareholder letter furnished to the U.S. Securities and Exchange Commission on Form 8-K, can be found in the “Quarterly Results” section of the Company’s investor relations website at https://investors.affirm.com/.

Affirm will host a conference call and webcast to discuss its financial results today at 2:00pm PT. Hosting the call will be Max Levchin, Founder and Chief Executive Officer, Michael Linford, Chief Operating Officer, and Rob O’Hare, Chief Financial Officer. The conference call will be webcast live from the Company’s investor relations website at https://investors.affirm.com/. A replay will be available on the investor relations website following the call.

About Affirm

Affirm’s mission is to deliver honest financial products that improve lives. By building a new kind of payment network—one based on trust, transparency, and putting people first—we empower millions of consumers to spend and save responsibly, and give thousands of businesses the tools to fuel growth. Unlike most credit cards and other pay-over-time options, we never charge any late or hidden fees. Follow Affirm on social media: LinkedIn | Instagram | Facebook | X.

AFRM-IN

Contacts
Investor Relations
ir@affirm.com

Media
press@affirm.com

Source: Affirm Holdings, Inc.