LifeMD reports Q3 EPS (10c), consensus 5c

Reports Q3 revenue $60.17M, consensus $62.13M. “The third quarter of 2025 marked an important step forward for LifeMD (LFMD),” said Justin Schreiber, Chairman and CEO of LifeMD. “While the weight management market remained challenging, driven largely by fierce competition from low-price compounded GLP-1 providers, our business continued to demonstrate real strength. We continued to on-board a significant volume of new weight management patients per day supported by the power of our brand, our best-in-class care platform and our strategic partnerships. We expect the GLP-1 market to evolve rapidly in the year to come as product innovation and improved pricing expand access, and we believe LifeMD is uniquely positioned to capitalize on these trends and accelerate growth in 2026. At the same time, we are gaining significant traction in diversifying our platform. We are seeing strong early traction in behavioral health, women’s health, men’s hormone therapy, and personalized compounded ED therapies. Our RexMD business returned to growth and added nearly 10,000 net new subscribers in the quarter. We also achieved a major milestone with the regulatory approval of our Pennsylvania-based 503-A compounding pharmacy. We are currently licensed in 14 states and are aggressively pursuing licensure in all 50 states. This pharmacy meaningfully strengthens our competitive positioning by expanding our ability to deliver personalized therapies, improving cost structure, and enhancing the patient experience. Subsequent to quarter end, we completed the divestiture of our majority ownership in WorkSimpli, which transformed LifeMD into a pure-play virtual care and pharmacy platform and significantly strengthened our balance sheet. As we look to 2026, we believe LifeMD remains very well positioned with a strong balance sheet, an increasingly diversified virtual care and pharmacy platform and a full suite of industry-leading capabilities to accelerate our growth,” concluded Schreiber.