Klarna Group · 2026 Q2
ReportsAug 18, 2026
SlotBefore Market Open
Results are out
This quarter has reported. The consensus below is what we expected going in.
What the Street expects
EPS
-$0.07
consensus · not yet reported
QoQ—
YoY—
Revenue
$993.39M
consensus · not yet reported
QoQ+3.0%
YoY+26.6%
QoQ and YoY are what the consensus implies against the prior quarter and the prior year.
Also on the card
EPS consensus source
Nasdaq/Zacks, -$0.07; Klarna reports a single EPS measure, so consensus and our stored GAAP figure are on the same basis
Revenue consensus source
$993.39M, press-reported (Benzinga, 18 Aug 2026); Nasdaq carries no revenue consensus for KLAR
Transaction margin dollars
$446M, +42% YoY — Klarna's own headline metric
Adjusted operating income
$91M, up $62M YoY
Q3 2026 revenue guidance
$940m–$980m, below the $1,042m just reported
Estimate against reported
Our published estimate
Reported EPS
| Quarter | Estimate | Reported | Surprise |
|---|---|---|---|
| 2025 Q3 | — | -$0.25 | — |
| 2025 Q4 | — | no quarterly figure | — |
| 2026 Q1 | — | -$0.01 | — |
| 2026 Q2 | -$0.07 | $0.01 | +114% |
| 2026 Q3 | — | 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.