LifeMD 2025 Q3 Earnings Narrowed Losses Amid Revenue Growth

LifeMD (LFMD) reported mixed Q3 2025 results, missing analyst expectations for both revenue and earnings per share while narrowing its net loss year-over-year. The company revised 2025 revenue guidance downward following the divestiture of its WorkSimpli stake and highlighted strategic progress in telehealth expansion and margin-enhancing initiatives.

Revenue

Total revenue rose 13.0% to $60.17 million in Q3 2025, driven by a 18% year-over-year increase in telehealth revenue to $47.28 million. WorkSimpli, which contributed $12.89 million, accounted for the remainder of net revenues.

Earnings/Net Income

LifeMD narrowed its per-share loss to $0.10 in Q3 2025 from $0.13 in 2024, reflecting a 23.1% improvement. The company’s net loss also decreased to $3.56 million from $4.79 million, a 25.7% reduction. Despite these improvements, the stock’s sharp post-earnings decline underscores investor disappointment.

Post-Earnings Price Action Review

LifeMD’s stock price dropped 3.47% in the latest trading day, 7.80% for the week, and 26.44% month-to-date following the earnings report. The shares plunged 16% in after-hours trading as investors reacted to the revenue miss and revised guidance. While the company highlighted progress in telehealth subscriber growth and compounding pharmacy expansion, the earnings shortfall and cash balance contraction to $23.8 million from $35 million raised concerns about its financial resilience.

CEO Commentary

CEO Justin Schreiber emphasized strategic investments in women’s and behavioral health, calling them “9-figure businesses,” and announced the launch of a compounding pharmacy to boost margins. He acknowledged competitive pressures from low-cost GLP-1 providers but expressed optimism about branded pricing reductions and the Wegovy pill’s potential to drive 2026 growth.

Guidance

LifeMD reported Q3 2025 revenue of $60.2 million (up 13% YoY) and adjusted EBITDA of $5.1 million (+30%). Full-year 2025 guidance now includes revenue of $192–$193 million (+24%) and adjusted EBITDA of $13.5–$14.5 million (+254%). Q4 guidance: revenue of $45–$46 million and adjusted EBITDA of $3–$4 million.

Additional News

LifeMD’s recent divestiture of its majority stake in WorkSimpli Software marked a strategic pivot to a pure-play telehealth and pharmacy platform. The company also secured regulatory approval for a nonsterile 503-A compounding pharmacy in Pennsylvania, expanding its personalized medication capabilities. Additionally, its RexMD business added 10,000 new subscribers in Q3, signaling renewed momentum in weight management services.

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