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Klarna Reports Second Quarter 2026 Results

$KLARPress releaseAug 18, 2026, 7:33 AM ETRead the release

Klarna achieved a major profitability inflection in Q2, reporting adjusted operating income of $91 million, up 214% year-over-year, on revenue of $1.04 billion. The user base grew to 120 million active consumers and 1.2 million merchants, bolstered by strategic integrations with J.P. Morgan Payments and the new Apple Upgrade program.

Key figures

Eps
0.01
Revenue
$1.042 billion
Guidance
FY26 GMV $149B-$151B (lowered from >$155B); Revenue $4.08B-$4.16B; TMD $1.62B-$1.65B
Revenue Yoy
27%
Gmv
36600000000
Merchants
1200000
Net income
9000000
Active consumers
120000000
Adjusted operating income
91000000
Transaction margin dollars
446000000

AI analysis

Red flags2 · Pro

The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.

AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.

    KLAR: Klarna Reports Second Quarter 2026 Results — AI Analysis | Signal8