LFMD News & Events

Reports Q4 revenue $46.87M, consensus $45.61M. The number of active telehealth subscribers increased 16% to approximately 323,000 at quarter end. "LifeMD delivered strong fourth quarter results across all business lines and is entering its next phase of growth," said Justin Schreiber, chairman and CEO of LifeMD. "Our strategy of building a trusted and sustainable platform for virtual healthcare delivery is gaining momentum. Our weight management business is seeing record patient sign-ups in the first quarter at attractive acquisition costs. More than 100 million Americans are clinically eligible for GLP-1 therapy, yet only a fraction are currently being treated-a generational opportunity. Subsequent to year end, we launched oral Wegovy to help patients overcome real barriers around cost, access, and ongoing clinical support. With multiple catalysts ahead-including Medicare coverage for GLP-1 medications, expanded collaborations with GLP-1 manufacturers, and an infrastructure that supports both self-pay and insurance-LifeMD is uniquely positioned for long-term leadership in this transformative market. Beyond weight management, our highly differentiated specialty offerings continue to scale. Rex MD, our men's health brand, delivered strong, profitable growth and recently launched oral Wegovy. Our women's health business, focused on menopause, hormonal, and bone health, is seeing encouraging early patient growth and represents a deeply underserved population we are uniquely equipped to help. Underpinning all of this is a virtual care infrastructure that we believe sets LifeMD apart and positions the Company for success in the years to come: a 50-state medical benefits infrastructure expected to cover 220 million Americans by end of the second quarter, a highly specialized affiliated provider group, and a national affiliated pharmacy operation. This foundation, combined with unique and growing collaborations with some of the largest healthcare and pharmaceutical brands in the world, uniquely positions LifeMD to capture significant growth in 2026 and the years ahead," concluded Schreiber.

Sees FY26 adjusted EBITDA $12M-$17M. "In our first quarter as a pure-play telehealth business, LifeMD delivered solid results with 4% revenue growth and a 348% increase in adjusted EBITDA. Our balance sheet has never been stronger-we exited the year with nearly $37 million in cash and no debt. This financial strength is a key asset as we invest aggressively in the expansion of our rapidly growing and diversifying platform. Our 2026 guidance reflects these investments, with annualized run-rate revenue expected to exceed $250 million and annualized adjusted EBITDA expected to exceed $25 million by the fourth quarter of 2026," said Marc Benathen, LifeMD's CFO.

Sees Q1 adjusted EBITDA loss $4M-$5M. The company said, "Adjusted EBITDA expected to return to profitability in Q2 as customer acquisition costs decline sequentially and the substantial rise in patient volumes becomes accretive for the balance of 2026."