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Affirm Holdings (AFRM) earnings

Affirm Holdings, Inc.· Financials

Results to
Jun 2026
Latest analysed call
Jun 2026 (Q4 FY26)
Balance sheet to
Jun 2026

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Affirm Holdings earnings: last reported Thu, 27 Aug 2026, for the quarter ended Jun 2026.

Reported

The figures, each with its period

Each figure keeps its basis and period; nothing is filled in.

MetricValueChangeBasisPeriodNote
Revenue1,166 $ million+33.0% YoYQuarterly, as filedQuarter to Jun 2026Revenue from operations as filed.
Operating margin12.6 %+6.0 pts YoYOperating profit / revenueQuarter to Jun 2026For the quarter; a change is in percentage points.
Net profit1,617 $ million+2234.7% YoYQuarterly, as filedQuarter to Jun 2026Profit after tax as filed.

Source: Inve data from filed results (SEC filings) · to Jun 2026

Guidance

What management said, and what became of it

4 of 7 judged targets kept · 13 open · verdicts reflect calls analysed to Jun 2026.

Affirm Holdings, Inc. management guidance track record: 20 targets tracked across analysed earnings calls (4 achieved, 3 missed, 13 open).

TargetOriginal wordingSaidLatest callVerdict
Revenue less transaction cost take rateat the very, very high end of that 3% to 4% rangeJun 2025Jun 2026:that's what informed the outlook that we gave, which really is consistent take rates with what we experienced in fiscal '26.
Call transcript, Jun 2026 · no direct link		Achieved
AI-related developer tool spendvery low single-digit millionsMar 2026No later analysed call mentions it.Pending

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

3 of Affirm Holdings, Inc.'s 20 targets were missed. See which ones, and which are quietly gone. The 2 above are the free sample; 18 more targets are in the full ledger.

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Price

$72.8 −1.63% · −$1.21

Last close Oct 19, 2026 · US · USD

Performance +7.2% 1Y

$40.0$50.0$60.0$70.0$80.0Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Aug 26Oct 26Sep 2025 (Q1 FY26) — 6 Nov 2025Dec 2025 (Q2 FY26) — 5 Feb 2026Mar 2026 (Q3 FY26) — 7 May 2026Jun 2026 (Q4 FY26) — 27 Aug 2026

1Y: $67.9 on 17 Oct 2025 → $72.8. High $85.78 (6 Jul 2026), low $42.53 (27 Mar 2026).

Previous close
$74.01
52-week range
$42.53 – $85.78
One year
+1.00%

Overview

Symbol
AFRM
Exchange
US
Currency
USD

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