Klarna Group plc Q2 2026 Earnings Results vs. Expectations
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 · see the release
QoQ—
YoY—
Revenue
$993.39M
consensus · see the release
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. Where a consensus was set on a non-GAAP basis, the reported column shows that same measure.