Affirm Holdings, Inc. · 2026 Q3
ReportedMay 7, 2026
Period endedMar 31, 2026
Rule of 40+64
Consensus vs reported
EPS
BEAT +76%
$0.30
vs $0.17 expected
QoQ-18.9%
YoY+2900.0%
Revenue
BEAT +4%
$1.04B
vs $995.85M expected
QoQ-7.5%
YoY+32.6%
QoQ and YoY are measured on the same basis as each panel's own consensus, so no panel compares two different measures.
Reported this quarter
Revenue
$1.04B
QoQ -7.5%
YoY +32.6%
EPS
$0.30
QoQ -18.9%
YoY +2900.0%
Free Cash Flow
$325M
QoQ +175.4%
YoY +106.6%
FCF Margin
31.3%
QoQ +20.8 pp
YoY +11.2 pp
Each tile opens the full quarterly series. Download the numbers as CSV or JSON.
Estimate against reported
Our published estimate
Reported EPS
| Quarter | Estimate | Reported | Surprise |
|---|---|---|---|
| 2025 Q1 | — | -$0.31 | — |
| 2025 Q2 | — | $0.23 | — |
| 2025 Q3 | — | $0.01 | — |
| 2025 Q4 | — | $0.20 | — |
| 2026 Q1 | — | $0.23 | — |
| 2026 Q2 | — | $0.37 | — |
| 2026 Q3 | $0.17 | $0.30 | +76% |
| 2026 Q4 | $0.33 | not yet reported | — |
Estimates are the consensus we published on our own preview for that quarter; quarters we did not preview carry the reported figure only. Where a consensus was set on a non-GAAP basis, the reported column shows that same measure.
Sources & downloads
Company
Published by the company on the day of the release.
HTML
Earnings press release
Investor relations announcement
SEC filings
Filed with the SEC under CIK 1820953.
HTML
8-K results announcement
Filed May 7, 2026
HTM
Press release (EX-99.1)
Exhibit 99.1 to the 8-K
67 KB
HTML
Filing index
Every document in the 8-K submission
TXT
Complete submission
Raw archival text of the whole filing
HTML
10-Q quarterly report
Period ended Mar 31, 2026, filed May 7, 2026
ZIP
XBRL data bundle
Structured financial statements from the 10-Q
JSON
Company facts (XBRL)
Every figure AFRM has reported to the SEC
R40 data
The numbers shown on this page, as we hold them.
CSV
This quarter (CSV)
Reported metrics for 2026 Q3, spreadsheet-ready
JSON
This quarter (JSON)
Metrics, dates and matched filings