LifeMD Q1 revenue beats estimates on record telehealth subscriber additons

LifeMD

06/05/2026 21:45

Overview

U.S. virtual primary care platform's Q1 revenue beat analyst expectations

Gross margin expanded to 88% due to favorable revenue mix and lower fulfillment costs

Company ended Q1 with 365,000 active subscribers and $34.5 mln cash, no debt

Outlook

LifeMD sees Q2 revenue between $47 mln and $50 mln

Company expects Q2 adjusted EBITDA of -$2 mln to $1 mln

LifeMD affirms 2026 revenue guidance of $220 mln to $230 mln and adjusted EBITDA of $12 mln to $17 mln

Result Drivers

SUBSCRIBER GROWTH - Co said net telehealth subscriber additions reached a quarterly record, ending Q1 with over 365,000 subscribers

WEIGHT MANAGEMENT MOMENTUM - Co reported record GLP-1 patient sign-ups and 120% sequential growth in weight management new-patient revenues

WOMEN'S HEALTH EXPANSION - Co said women's health patient signups grew 657% quarter-over-quarter with customer acquisition costs down about 70%

Company press release: ID:nGNX8BHpzM

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$50.2 mln
$48.84 mln (8 Analysts)
Q1 Adjusted EBITDA
Beat
-$4.5 mln
-$4.66 mln (8 Analysts)
Q1 Gross Margin
88%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the advanced medical equipment & technology peer group is "buy"

Wall Street's median 12-month price target for LifeMD Inc is $10.00, about 94.9% above its May 5 closing price of $5.13

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)