LifeMD, Inc. (LFMD) Form 8-K — Aug 5, 2026
LifeMD reported second quarter 2026 revenue of $47.3 million, down 4% year over year but within its guidance range, while adjusted EBITDA swung to an approximately $3.5 million loss from a $3.9 million profit a year earlier and came in below the company's guided range. Management cut full year 2026 guidance to revenue of $205.5 million to $212.5 million and adjusted EBITDA of negative $6.0 million to breakeven, down from prior guidance of $220 million to $230 million in revenue and $12 million to $17 million of positive adjusted EBITDA.
Key figures
- Revenue
- 47300000
- Guidance
- Q3 2026: revenue $48-51 million, adjusted EBITDA -$1 million to +$2 million. FY2026 (revised): revenue $205.5-212.5 million (prev. $220-230 million), adjusted EBITDA -$6.0 million to breakeven (prev. +$12-17 million), including $2-3 million of XYOSTED launch costs. Q4 2026: revenue $60-64 million, adjusted EBITDA $3-6 million, implying ~$250 million annualized exit revenue run rate and ~$22 million annualized adjusted EBITDA.
- Total Debt
- 0
- Revenue Yoy
- -4%
- Cash Position
- 25100000
- Ga Expense Q2
- 13600000
- Gross Margin
- 89%
- Gross Profit
- 42000000
- Total Assets
- 59892898
- Revolver Undrawn
- 30000000
- Active Subscribers
- 355671
- Stockholders Equity
- 7966455
- Adjusted Ebitda Q2 2025
- 3886127
- Litigation Costs Q2 2026
- 386366
- Xyosted Launch Costs2026
- $2-3 million
- Selling Marketing Expense Q2
- 28000000
- Active Subscribers Yoy Growth
- 20%
- Gross Margin Bps Expansion Yoy
- 280
- Net Loss Attributable To Common
- 7860503
- Weight Management Subscribers
- 108000
- Preferred Dividends Per Quarter
- 776562
- Recurring Subscription Revenue Pct
- 84%
- Adjusted Ebitda Sequential Improvement
- approximately 21%
- Branded Glp1 Share Of New Weight Mgmt Patients
- approximately 95%
- Multi Month Package Share After Pricing Change
- approximately 85%
- Multi Month Package Share Before Pricing Change
- approximately 25%
Price after filing
Close on the filing date to close N calendar days later (from $3.90). Historical, not a forecast.
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