earnings
confidence high
sentiment neutral
materiality 0.70
LifeMD Q2 revenue $47.3M, adjusted EBITDA loss $3.5M; revises FY2026 guidance
LifeMD, Inc.
- Revenue $47.3M within guidance; adjusted EBITDA loss $3.5M improved 21% sequentially but below guided range.
- Gross margin expanded ~280 bps YoY to ~89%; total active subscribers up 20% YoY to ~356k.
- Weight management subscribers ~108k; ~95% of new weight patients start on branded GLP-1 therapies.
- Launched telehealth co-marketing with Halozyme's Antares for XYOSTED; expects $2-3M net launch costs in 2026.
- Revises FY2026 guidance: revenue $205.5M-$212.5M, adjusted EBITDA -$6M to breakeven; expects positive adjusted EBITDA in H2 2026.