LFMD LifeMD, Inc.

BULLISH Impact: 8/10 PRESS-RELEASE
Horizon weeks Filed Mar 9, 2026 Processed 3mo ago Wire GlobeNewswire
Press release: earnings
Final — all horizons settled through T+60d
LFMD ▲ +16.62% at T+60d
LONG call ✓ call won +16.62% · α vs SPY +4.94% · entry $3.91 → $4.56
Last close $5.02 (close Jun 8) · +28.39% from $3.91 entry
Entry anchored
Mar 9, 03:59 PM ET
via Databento tick
T+1d
+3.84%
call +3.84% · α +3.94%
$4.06
settled 3mo ago
T+5d
+13.55%
call +13.55% · α +14.46%
$4.44
settled 3mo ago
T+20d
-11.25%
call -11.25% · α -11.10%
$3.47
settled 2mo ago
T+60d
+16.62%
call +16.62% · α +4.94%
$4.56
settled 7d ago

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Executive Summary

LifeMD reported strong full-year 2025 results with 25% revenue growth to $194.1 million and a 309% increase in adjusted EBITDA to $15.3 million. Q4 revenue rose 4% to $46.9 million with adjusted EBITDA surging 348% year-over-year. The company exited 2025 with $36.8 million in cash and no debt, and provided 2026 guidance projecting annualized run-rate revenue and adjusted EBITDA exceeding $250 million and $25 million, respectively, by Q4 2026.

Key Financial Metrics

Revenue
$194.1M
+25.0% YoY
EPS
$0.41
Guidance
$220M-$230M
initiated

Actionable Insight

The combination of accelerating EBITDA, strong cash flow, and clear path to >$250M annualized revenue by end of 2026 suggests meaningful operating leverage. Traders should monitor Q1 2026 EBITDA trajectory, as management expects profitability to return in Q2 following front-loaded patient acquisition spend.

Key Facts

  • Full-year 2025 revenue grew 25% to $194.1 million
  • Adjusted EBITDA increased 309% to $15.3 million for the year
  • Q4 revenue up 4% to $46.9 million; adjusted EBITDA up 348% to $4.8 million
  • Exited 2025 with $36.8 million in cash and zero debt
  • Launched oral Wegovy post-year-end; Q1 patient sign-ups at record levels
  • 2026 guidance: $220M–$230M revenue, $12M–$17M adjusted EBITDA, with run-rate targets of >$250M revenue and >$25M adjusted EBITDA by Q4 2026

Financial Impact

Revenue growth of 25% and EBITDA tripling in 2025, with strong cash position enabling aggressive growth investments. 2026 run-rate targets imply ~28% revenue and ~65% EBITDA growth over 2025 actuals.

revenueebitdacashguidance

Risk Factors

  • Adjusted EBITDA guidance for Q1 2026 shows a $4M–$5M loss due to heavy investment, indicating near-term margin pressure
  • Ongoing litigation costs included in adjusted EBITDA reconciliation, which may persist
  • Execution risk in scaling women’s health and oral Wegovy adoption despite strong early signals

Market Snapshot

Exchange
Nasdaq

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3252294
4 reports for LFMD
Performance horizon
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Reports for LFMD — sortable, filterable
Type Now
Apr 27, 2026
6w ago
Press Release
NEUTRAL ★ 3/10
$4.57 $4.24▼ −7.22%▼ −12.18%$5.02 (+9.85%)
Mar 31, 2026
10w ago
Press Release
NEUTRAL ★ 4/10
$3.61 $4.43▲ +22.71%▲ +13.29%$5.02 (+39.06%)
Mar 24, 2026
11w ago
Press Release
NEUTRAL ★ 3/10
$3.90 $4.54▲ +16.41%▲ +8.55%$5.02 (+28.72%)
Mar 9, 2026
13w ago
Press Release
BULLISH ★ 8/10
$3.91 $3.47▼ −11.25%▼ −11.10%$5.02 (+28.39%)
Showing 4 of 4

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