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AFRMAffirm Holdings, Inc.
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Form 8-KThursday, February 5, 2026📈High Impact
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Affirm Reports Strong FY'26 Financial Results

earnings

Summary

Affirm issued a Shareholder Letter (Ex. 99.1) on February 5, 2026, detailing its financial results for the second fiscal quarter ended December 31, 2025. The company delivered excellent results, including significant growth across key metrics and achieving positive net income. * Revenue: $1,123M, up 30% * Gross Merchandise Volume (GMV): $13.8B, up 36% * Net Income: +$49M * Adjusted Operating Income: 30.0% of Revenue, up 3 pp

Why It Matters

Investors should note the strong financial performance, highlighted by a 30% increase in revenue and a 36% rise in GMV, alongside achieving positive net income of $49M, indicating robust operational execution and growth.

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Key Quote

On February 5, 2026, the Company issued a Shareholder Letter (the "Letter") regarding its financial results for the second fiscal quarter ended December 31, 2025.

— From Item 2.02

Filing Details

Reported Items

Item 2.02Results of Operations
Item 9.01Financial Statements and Exhibits

Additional Information

CIK Number
0001820953
Filing Date
Thursday, February 5, 2026
Filing Time
12:00 AM UTC
Form Type
8-K
Materiality Level
high
Sentiment
positive