CoverageForm 410-K10-Q8-K13D13G13F

AFRM · Affirm Holdings, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · AFRM

Income Statement

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q2 '23
Revenue$1.04B$1.12B$933.34M$866.38M$783.13M$698.48M$591.11M$576.16M$496.55M$399.56M
Cost of Revenue----------
Gross Profit----------
R&D----------
SG&A$145.30M$141.22M$144.94M$139.41M$134.30M$138.48M$132.78M$128.72M$140.33M$158.64M
Total Operating Expenses$950.34M$1.01B$869.68M$870.70M$791.53M$831.10M$763.26M$736.95M$705.99M$759.09M
D&A$74.90M$75.50M$65.33M$54.30M$59.40M$46.72M$36.50M$43.20M$40.13M$6.50M
Operating Income$88.43M$117.63M$63.66M($4.32M)($8.39M)($132.62M)($172.15M)($160.79M)($209.45M)($359.53M)
Interest Expense$113.76M$111.72M$110.03M$107.76M$107.63M$104.14M$84.62M$90.45M$73.93M$43.75M
Income Tax$4.48M$3.65M$2.33M$2.50M$2.54M$1.90M($700.0K)$890.0K$1.04M($1.57M)
Net Income$102.90M$129.59M$80.69M$80.36M$2.80M($100.22M)($166.90M)($133.94M)($171.78M)($322.44M)
EPS - Basic$0.31$0.39$0.24$0.25$0.01($0.31)($0.54)($0.43)($0.57)($1.10)
EPS - Diluted$0.30$0.37$0.23$0.23$0.01($0.31)($0.54)($0.43)($0.57)($1.10)

Balance Sheet

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q2 '23
Cash & Equivalents$1.72B$1.53B$1.43B$1.35B$1.35B$1.05B$1.01B$1.27B$1.08B$892.03M
Accounts Receivable----------
Inventory----------
Accounts Payable----------
Current Assets----------
Total Assets$13.14B$12.96B$11.48B$11.15B$10.44B$10.14B$9.52B$9.20B$8.41B$8.16B
Current Liabilities----------
Long-term Debt$8.87B$9.01B$7.74B$7.61B$7.15B-$1.84B---
Total Liabilities$9.36B$9.41B$8.18B$8.09B$7.56B$7.30B$6.79B$6.58B$5.84B$5.62B
Stockholders' Equity$3.78B$3.55B$3.30B$3.07B$2.87B$2.84B$2.73B$2.62B$2.57B$2.53B
Retained Earnings($2.74B)($2.85B)($2.98B)($3.06B)($3.13B)($3.21B)($3.11B)($3.06B)($2.76B)($2.59B)

Cash Flow

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q2 '23
Operating Cash Flow--$374.57M--$196.87M--$98.90M-
Investing Cash Flow--($139.61M)--($575.00M)--($15.86M)-
Financing Cash Flow--$110.09M--$465.63M--$148.81M-
CapEx--$54.37M--$44.15M--$35.82M-
Free Cash Flow--$320.21M--$152.72M--$63.09M-

Ratios

MetricQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q2 '23
Profitability
Gross margin----------
Operating margin8.5%10.5%6.8%-0.5%-1.1%-19.0%-29.1%-27.9%-42.2%-90.0%
EBITDA margin15.7%17.2%13.8%5.8%6.5%-12.3%-22.9%-20.4%-34.1%-88.4%
Net margin9.9%11.5%8.6%9.3%0.4%-14.3%-28.2%-23.2%-34.6%-80.7%
Free cash flow margin--34.3%--21.9%--12.7%-
FCF / Net income--3.97---1.52---0.37-
R&D / Revenue----------
SG&A / Revenue14.0%12.6%15.5%16.1%17.1%19.8%22.5%22.3%28.3%39.7%
Effective tax rate4.2%2.7%2.8%3.0%47.5%-----
Return on assets0.8%1.0%0.7%0.7%0.0%-1.0%-1.8%-1.5%-2.0%-4.0%
Return on equity2.7%3.7%2.4%2.6%0.1%-3.5%-6.1%-5.1%-6.7%-12.7%
Return on invested capital0.7%0.9%0.6%-0.0%-0.0%--3.0%---
Liquidity
Current ratio----------
Quick ratio----------
Cash ratio----------
Leverage
Debt / Equity2.352.542.352.482.49-0.67---
Debt / Assets0.680.700.670.680.68-0.19---
Debt / EBITDA54.3346.6559.98152.26140.09-----
Interest coverage0.8x1.1x0.6x-0.0x-0.1x-1.3x-2.0x-1.8x-2.8x-8.2x
Equity multiplier3.473.653.483.633.633.583.483.513.283.22
Liabilities / Assets0.710.730.710.720.720.720.710.710.690.69
Efficiency
Asset turnover0.080.090.080.080.080.070.060.060.060.05
Inventory turnover----------
Days sales outstanding----------
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E152.7x201.2x317.7x300.6x4519.0x-----
P / B4.2x7.3x7.7x7.8x5.4x4.6x3.4x4.4x2.5x1.8x
P / S15.4x23.2x27.3x27.5x19.9x18.6x15.7x20.2x13.0x11.3x
EV / EBITDA141.4x173.4x246.2x602.7x418.6x-----
Growth
Revenue growth (YoY)32.6%29.6%33.6%46.6%35.9%40.7%47.9%51.2%37.3%10.7%
Revenue CAGR (3y)39.7%41.1%37.2%33.9%30.2%58.9%65.7%60.9%--
Revenue CAGR (5y)49.7%53.9%--------
Gross profit growth (YoY)----------
Operating income growth (YoY)---97.5%94.8%36.7%52.1%48.1%27.1%-83.2%
Net income growth (YoY)3569.8%61.3%---41.7%48.2%34.9%31.6%-101.9%
EPS growth (YoY)2900.0%60.9%---45.6%50.9%37.7%33.7%-93.0%
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)--109.7%--142.1%--214.4%-
FCF CAGR (5y)----------
Book value growth (YoY)31.6%15.6%16.3%12.3%9.6%10.5%7.8%4.5%0.1%-3.2%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-06-30.

Product / service

$1.11B total
Merchant Network$882.66M · 79.2%
Virtual Card Network$231.31M · 20.8%

Geographic

$3.22B total
US$3.11B · 96.3%
CA$119.01M · 3.7%
Other Geographical$282.0K · 0.0%

Peer comparison

Same SIC group: Personal Credit Institutions

CompanyRevenue (last FY)Net marginROE
ENVA$3.15B9.8%23.1%
LC$998.85M13.6%9.0%
SLM--43.1%
RM$645.60M6.9%11.9%
DFS---

Comparing Affirm Holdings against the 5 most active filers in the same SIC group.