Education
About Us
Working with TipRanks
Follow Us
FIGS (FIGS)
NYSE:FIGS
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
<0.01Last Year’s EPS
0Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong operational inflection: significant top-line acceleration (Q4 +33%) with improving customer metrics, product and marketing momentum, margin expansion on a full-year basis, and a record cash position. These positives were tempered by meaningful gross margin pressure in the quarter driven by tariffs and the lapping of prior duty benefits, a $5.6M inventory write-off, and ongoing tariff and new-market investment uncertainty. Management offered a constructive 2026 guide (10–12% revenue growth, margin expansion) and concrete strategic initiatives (international expansion, community hubs, TEAMS), indicating confidence in sustaining momentum despite near-term cost headwinds.Company Guidance
Record Q4 Net Revenue Surge
Q4 net revenues grew 33% year-over-year to $201.9 million, the first quarter above $200 million in company history, driven by holiday strength and strong Black Friday/Cyber Monday performance.
Full-Year Revenue Recovery and Milestones
Fiscal 2025 net revenues reached a record $631.1 million, up 14% year-over-year; scrubwear crossed $0.5 billion for the first time and international net revenue surpassed $100 million for the year.
Customer Base and Engagement Expansion
Active customers reached a company record of ~2.9 million (up 9% year-over-year and +5% sequentially); trailing 12-month net revenue per active customer increased 4% to $216; new and resurrected customer cohorts and retention improved.
Improved Purchase Economics
Average order value rose 9% to $126 in Q4, driven by higher average unit retail (AUR) and units per transaction (UPT); orders per active customer and frequency showed meaningful improvement.
Profitability Progress and Strong Cash Position
Full-year adjusted EBITDA margin improved to 11.8% (vs. 9.3% prior year); Q4 adjusted EBITDA was $26.7 million (13.2% margin). Company ended the year with a record net cash, cash equivalents and short-term investments position of $300.8 million.
Category and Geographic Expansion
Scrubwear grew 35% in Q4 and represented 77% of net revenues; non-scrubwear increased 26% and showed strength in underscrubs, outerwear and compression socks. International net revenues accelerated 55% in Q4 to $37.7 million, and total market reach nearly doubled to 58 countries in 2025 with a plan to exceed 80 in 2026.
Strategic Product Innovation and Marketing Wins
Introduced new fabrications (FIONx, FORMx, FIBREx), expanded layering and category roadmap, and executed high-impact marketing (Winter Olympics, International Women's Day, Nurses Week, breast cancer campaign) that drove top-of-funnel momentum and word-of-mouth.
Constructive 2026 Outlook
Management guides fiscal 2026 net revenues to grow 10–12% year-over-year (targeting ~ $700M), adjusted EBITDA margin to 12.7–12.9%, operating margin to 7.6–7.9%, and expects Q1 growth in the low 20% range.
Retail & B2B Progress
Community hubs expanded to five by year-end (three opened in Q4) with plans to open four more in H2 2026; hubs are exceeding top-line expectations and targeted to be profitable in year one. TEAMS (B2B) remains small but positioned for scale with new platform features.
FIGS 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
FIGS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $12.47 | $15.45 | +23.90% |
Nov 06, 2025 | $7.52 | $8.55 | +13.70% |
Aug 07, 2025 | $6.55 | $6.22 | -5.04% |
May 08, 2025 | $5.05 | $4.92 | -2.57% |
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 FIGS (FIGS) report earnings?
FIGS (FIGS) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is FIGS (FIGS) earnings time?
FIGS (FIGS) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is FIGS EPS forecast?
FIGS EPS forecast for the fiscal quarter 2026 (Q1) is <0.01.
