FitLife Brands (FTLF)
NASDAQ:FTLF
Earnings Data
Report Date
May 20, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.2Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call was mixed: several material positives (Irwin acquisition and rapid online scaling, substantial Q4 revenue lift, contribution and adjusted EBITDA growth, and disciplined debt paydown) are tempered by clear ongoing weaknesses (legacy brand declines, MRC underperformance, margin compression from Irwin, inventory obsolescence, Amazon traffic headwinds, and protein input-cost pressures). Management outlined credible operational fixes (shelf-life extension, supply-chain hires, off-Amazon marketing, new product launches and cross-selling) but timing and magnitude of recovery remain uncertain, and management withheld 2026 guidance as a result.Company Guidance
Irwin Acquisition and Early Scaling
Acquired Irwin Naturals on August 8, 2025; Irwin Q4 revenue $12.6M (89% wholesale), delivered ~6% organic growth in Q4 vs. 2024 when normalized for lost Costco/Rite Aid/CBD; Amazon ramp: Oct $60k, Nov $300k, Dec ~ $500k; online monthly run-rate grew from ~$0.5M at end of Q4 to ~$0.8M in Q1 2026 (implying $9M–$10M annualized); subscribers increased from ~500 to over 3,600.
Strong Reported Q4 Revenue Lift
Total company revenue in Q4 2025 was $25.9M, up 73% year-over-year, primarily driven by the Irwin acquisition.
Wholesale Revenue Expansion
Wholesale revenue in Q4 was $15.5M (60% of revenue), a 213% increase versus Q4 2024, reflecting acquired Irwin wholesale sales and cross-sell opportunities.
Improving Profitability Metrics (Adjusted)
Contribution (gross profit less advertising/marketing) increased 47% in Q4 2025; Adjusted EBITDA was $3.5M, up 14% year-over-year.
Debt Reduction Progress
Paid down approximately $1.9M of term loan in Q4 reducing total debt to $44.7M; further reduced revolver by $1.4M in Q1 and made an additional ~$1.5M term loan payment, noting management is ahead of schedule on deleveraging.
Healthy Performance in Non-MRC Legacy Brands
Legacy FitLife (ex-MRC and MusclePharm) delivered ~6% organic revenue growth in 2025; legacy online revenue grew ~16% for the year; excluding MRC and MusclePharm, other legacy brands delivered 4% organic growth in Q4 with higher revenue, gross margin and contribution metrics.
Operational Initiatives Launched
Management hired a new VP of Operations for Irwin and a new CMO; initiatives include shifting Irwin products to 3-year shelf life, new product development (3 Irwin SKUs in production targeting Q3 launch), off-Amazon demand generation, and cross-selling efforts into wholesale.
Early Wholesale Cross-Sell Wins
Leverage of Irwin's sales team yielded initial placement wins, including placement of 6 MusclePharm SKUs in a regional grocery chain, indicating potential channel expansion over time.
FTLF 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
FTLF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 01, 2026 | $14.20 | $12.10 | -14.79% |
Nov 13, 2025 | $18.97 | $18.45 | -2.74% |
Aug 14, 2025 | $16.22 | $16.15 | -0.43% |
May 15, 2025 | $14.86 | $14.46 | -2.69% |
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 FitLife Brands (FTLF) report earnings?
FitLife Brands (FTLF) is schdueled to report earning on May 20, 2026, After Close (Confirmed).
What is FitLife Brands (FTLF) earnings time?
FitLife Brands (FTLF) earnings time is at May 20, 2026, After Close (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 FTLF EPS forecast?
Currently, no data Available