Affirm Reports Q4 Earnings Beat with Strong Revenue and GMV Growth
Affirm Holdings (AFRM) reported better-than-expected fiscal fourth-quarter results for 2026, driven by a significant increase in revenue and gross merchandise volume. The company's quarterly revenue rose to $1.17 billion, surpassing the estimated $1.11 billion from analysts. GMV climbed to $14.1 billion compared to an estimate of $13.39 billion. Affirm also reported strong adjusted operating income with a margin of 30%, up from previous quarters. For fiscal year 2026, the company's annual revenue reached $4.26 billion and GMV hit $50.2 billion, reflecting continued growth in active consumers and transaction volume per user. Affirm also announced plans to expand its Shop Pay Installments service with Shopify into Australia. The CEO noted that inflationary pressures are increasing demand for budget-friendly payment solutions like Affirm's.
Topics: financial_performance gmv_growth operating_income revenue_growth