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EarningsQ2 2026 Earnings Report
LFMD Q2 2026 EPS Results
Actual EPS-$0.16
Consensus EPS-$0.15
Beat/MissMissed by -$0.01
One Year Ago EPS-$0.06
LFMD Q2 2026 Revenue Results
Actual Revenue$47.28M
Expected Revenue$49.16M
Beat/MissMissed by -$1.88M
YoY Revenue Growth-24.01%
Earnings Announcement Details
QuarterQ2 2026
Date08/05/2026
TimeAfter Close
Conference CallWednesday, August 5, 2026
LFMD Upcoming Earnings
LifeMD's next earnings date is estimated for November 11, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
LFMD Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of strategic progress and near-term financial pressure. Positive operational signs include a high recurring revenue mix (84%), expanding gross margins (~89%), meaningful reductions in marketing and G&A, strong growth in women's health (134% QoQ), improving unit economics in RexMD, a scaling high-margin pharmacy (≈90% gross margin), expanding insurance reach (~175M covered lives), and partnerships such as XYOSTED and integrations with Lilly/NovoCare. Offsetting these positives were a Q2 adjusted EBITDA loss (~$3.5M), GAAP net loss ($7.9M), sequential revenue declines (~6%), pressured cash ($25.1M), elevated acquisition costs earlier in the quarter, and near-term investments and timing risks tied to new initiatives. Management expects a return to adjusted EBITDA profitability in Q3 and stronger results in Q4, but several initiatives require upfront investment and carry execution/timing risk.Company Guidance
Revenue within Guidance
Second quarter revenue of $47.3 million, inside the prior guidance range of $47M–$50M.
High Recurring Revenue Mix
Recurring rebill revenue represented approximately 84% of total revenue, indicating a growing base of repeat, high-contribution customers.
Improved Gross Margin
Gross margin expanded to ~89%, up roughly 60 basis points sequentially, driven by lower shipping/fulfillment costs, improved provider efficiency and in-house pharmacy scale.
Weight Management Unit-Economics Improvements
After a $39 introductory price change, selection of multi-month packages rose from ~25% YTD to ~85% for new patients, and recent customer acquisition costs in weight management are ~50% lower than their June peak.
Strong Women's Health Momentum
Women's health patient base grew 134% quarter-over-quarter and management expects 300%–400% growth by year-end; management targets a ~$3M–$5M quarterly run rate by Q4.
RexMD Unit Economics and Brand Strength
RexMD remains profitable and unit economics have materially improved, with the brand serving as an effective entry point to the broader platform.
Pharmacy Expansion and High Pharmacy Margins
In-house 50-state pharmacy is scaling with gross margins of ~90%; plan to launch >30 compounded products by year-end and to fulfill branded therapies like XYOSTED.
Strategic Pharmaceutical & Employer Partnerships
Launched an exclusive telehealth co-marketing collaboration for XYOSTED with Halozyme/Antares and reported deeper integrations with LillyDirect and NovoCare; benefits infrastructure now reaches ~175 million covered lives.
Operating Expense Reductions
Advertising & marketing declined by ~$1.8 million sequentially and G&A declined by ~$1.5 million sequentially, with other operating expenses down ~$700k.
Positive Near-Term Outlook & Re-Prioritization
Revised guidance targets Q3 revenue $48M–$51M and Q4 revenue $60M–$64M with Q4 adjusted EBITDA of $3M–$6M; company expects adjusted EBITDA profitability in Q3 and stronger sequential improvement in Q4.
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