Lifemd, Inc. (LFMD)
NASDAQ:LFMD
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.09Last Year’s EPS
-0.06Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a constructive operational narrative: record subscriber additions, strong momentum in weight management and Women’s Health, meaningful gross margin expansion, growing pharmacy and insurance scale, and a clear roadmap to leverage AI for operating leverage. These positives are balanced against near-term profitability pressures from a front-loaded marketing push, a product‑mix transition from compounded to branded drugs that dampened near‑term revenue/unit economics, a wider GAAP net loss, and negative adjusted EBITDA in Q1. Management reaffirmed full-year guidance and outlined drivers for a second‑half EBITDA ramp (insurance coverage expansion, pharmacy economics, cross-sell, and marketing normalization), indicating confidence in the outlook despite short-term investments and transitions.Company Guidance
Revenue Ahead of Guidance
Q1 revenue of $50.2M, above guidance of $48M-$49M; full-year guidance reaffirmed at $220M-$230M (13%-19% YoY growth) with expected annualized run-rate revenue >$250M by Q4.
Record Subscriber Additions and Subscriber Growth
Largest quarterly net addition in company history with ~42,000 net telehealth subscribers in Q1; active subscribers grew ~26% year-over-year to over 365,000 at quarter end.
Weight Management Momentum
Weight management sign-ups rose ~120% sequentially from Q4; ended the quarter with just under 100,000 weight management patients; customer acquisition costs (CAC) improved ~4%-5% sequentially even as daily new patient volumes roughly doubled (from ~300-400/day to ~600-1,000/day).
Women’s Health Rapid Early Growth
Women’s Health subscribers grew more than 7x from the Q4 base; on-therapy retention is tracking north of 80%; plans to introduce seven new compounded pharmacy products supporting hormone and bone health.
RexMD Scale and Category Expansion
RexMD has ~215,000 active patients with growth across ED, sleep (fastest-growing), and hair loss; personalized ED medications (sildenafil + tadalafil) grew >40% versus Q4 and in-house fulfillment is expected to drive margin expansion.
Gross Margin Expansion and Gross Profit Growth
Gross margin expanded ~420 basis points to 88% in Q1, driven by lower shipping/fulfillment costs and scaling in-house pharmacy; gross profit was $44.2M, up ~3% year-over-year despite flat revenue.
Pharmacy & Coverage Scale
Affiliated pharmacy operating a 22.5k sq ft facility licensed in all 50 states, processing ~20k prescriptions/month with capacity to expand; covered lives expanded from ~112M at quarter end to an expected ~230M by end of the month, enabling broader insurance-supported access (Medicare GLP-1 Bridge launching July 1).
Capital Position and Balance Sheet Flexibility
Exited the quarter with $34.5M in cash, no debt, and a $30M undrawn revolving credit facility, providing flexibility to fund growth initiatives.
AI and Operating Leverage Roadmap
Management is deploying AI across intake, documentation, clinical decision support, revenue cycle and back-office workflows to increase provider capacity and improve margins; expects margin impact to become more visible in 2026.
LFMD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LFMD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $5.27 | $4.49 | -14.80% |
Mar 09, 2026 | $3.12 | $3.91 | +25.32% |
Nov 17, 2025 | $4.73 | $4.09 | -13.53% |
Aug 05, 2025 | $11.84 | $6.53 | -44.85% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Lifemd, Inc. (LFMD) report earnings?
Lifemd, Inc. (LFMD) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
What is Lifemd, Inc. (LFMD) earnings time?
Lifemd, Inc. (LFMD) earnings time is at Aug 06, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is LFMD EPS forecast?
LFMD EPS forecast for the fiscal quarter 2026 (Q2) is -0.09.