---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-012291"
form_type: "8-K"
ticker: "FIGS"
cik: "0001846576"
company_name: "FIGS, Inc."
filed_at: "2026-02-26T23:59:59+00:00"
generated_at: "2026-05-15T23:47:09.543114+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# FIGS Q4 net revenue up 33% to $201.9M; FY2026 guidance 10-12% growth

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-26-012291
- form_type: 8-K
- ticker: FIGS
- cik: 0001846576
- company_name: FIGS, Inc.
- filed_at: 2026-02-26T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1846576/000162828026012291/0001628280-26-012291-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1846576/000162828026012291/figs-20260226.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-012291
- JSON: https://secwatch.observer/filing/0001628280-26-012291.json
- Plain text: https://secwatch.observer/filing/0001628280-26-012291.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.