Lifemd, Inc. (LFMD)
NASDAQ:LFMD
Earnings Data
Report Date
May 08, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.21Last Year’s EPS
0.01Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call portrayed a company with strong commercial momentum and improving underlying profitability: solid subscriber growth, double-digit full-year revenue growth (+25%), margin expansion in Q4, meaningful Adjusted EBITDA improvement, strategic pharmacy and AI investments, and strong balance sheet (>$36M cash, no debt). Management is intentionally making near-term discretionary investments—particularly in GLP-1 weight management marketing and platform expansion—that depress Q1 EBITDA but are expected to drive materially higher revenue and adjusted EBITDA run-rates by late 2026. Risks and uncertainty remain around the short-term profitability impact of investments, early-stage women's health conversion and timing to profitability, and longer-term retention for newly launched oral therapies, but these are outweighed by the breadth of growth catalysts and financial progress.Company Guidance
Subscriber Growth and Engagement
Active subscribers increased 16% year-over-year to ~322,000 (nearly 323,000) with over 13,000 net new subscribers added in Q4 (largest quarterly net gain in 2025). LifeMD onboards ~1,200 new patients per day and reported >120,000 unique daily website visitors.
Revenue Growth
Q4 revenue of $46.9M, up 4% year-over-year; full-year 2025 revenue $194.1M, up 25% versus 2024.
Profitability and Margin Expansion
Q4 gross margin expanded to 87.1% (up 570 basis points YoY) with gross profit of $40.8M (+11% YoY). Full-year gross profit was $166.3M (+25% YoY). Adjusted EBITDA improved to $4.8M in Q4 (from $1.1M prior year) and $15.3M for the full year (from $3.7M prior year).
Strong Balance Sheet
Exited Q4 with $36.8M in cash and no debt, providing financial flexibility to invest in growth initiatives.
Weight Management Momentum (GLP-1)
Record demand in weight management with new sign-ups approaching ~700/day in Q1 2026; over 80% of new patient sign-ups went on branded therapy in early 2026. Customer acquisition costs (CAC) in the GLP-1 business declined sequentially (~4% reported) even as volumes doubled.
Pharmacy and Fulfillment Expansion
Affiliate pharmacy licensed in all 50 states, processing ~20,000 prescriptions per month. In-house fulfillment approaching ~70% of volume, yielding an estimated 150–200 basis point margin improvement from internal fulfillment. Licensed 503-A compounding operation enables personalized medications at scale.
Strategic Partnerships and Product Launches
Launched oral Wegovy via collaboration with Novo Nordisk and integrated Wegovy offerings into RexMD. One of the few virtual providers integrated with Novo Nordisk and Eli Lilly affiliated pharmacies; pipeline opportunities with other pharma partners.
Infrastructure & AI Investments
Investing heavily in AI (dedicated team; planned AI clinical decision support in H1 2026), launched a 30-state beta virtual cardiology program leveraging AI-supported intake, and embedding automation to improve G&A efficiency and scale care delivery.
Benefits Coverage Expansion
Platform currently covers >110M lives through payer contracts and expects to grow to >220M lives by end of Q2 2026 via an expanded partnership; insurance enablement has historically reduced CAC by up to 30%+.
Forward Guidance
Q1 2026 revenue guidance of $48M–$49M (expected adjusted EBITDA loss $4M–$5M due to investment). Full-year 2026 revenue guidance of $220M–$230M with adjusted EBITDA $12M–$17M. Company expects Q4 2026 annualized run rates >$250M revenue and >$25M adjusted EBITDA.
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 |
|---|---|---|---|
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% |
May 06, 2025 | $7.76 | $8.01 | +3.22% |
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 May 08, 2026, Before Open (Confirmed).
What is Lifemd, Inc. (LFMD) earnings time?
Lifemd, Inc. (LFMD) earnings time is at May 08, 2026, Before Open (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 LFMD EPS forecast?
LFMD EPS forecast for the fiscal quarter 2026 (Q1) is -0.21.