earnings
confidence high
sentiment positive
materiality 0.75
FIGS Q4 net revenue up 33% to $201.9M; FY2026 guidance 10-12% growth
FIGS, Inc.
2025-FY EPS reported
$0.19
revenue$631,098,000
- Q4 net revenues $201.9M (+33% YoY); diluted EPS $0.10 vs $0.01 last year.
- Full year 2025 net revenues $631.1M (+13.6%); net income $34.3M vs $2.7M.
- Active customers 2.9M (+9.4% YoY); AOV $120 (+6.2% YoY).
- FY 2026 guidance: net revenue growth 10-12%; adj. EBITDA margin 12.7%-12.9%.
- Gross margin pressured by tariffs (62.9% in Q4, -440bps) and $5.6M inventory write-off.