Lifevantage 2025 Q4 Earnings Strong Performance as Net Income Surges 50.1%

Lifevantage (LFVN) reported its fiscal 2025 Q4 earnings on Sep 4, 2025. The company exceeded expectations with strong revenue and earnings growth. CEO Steven Fife highlighted the success of the MindBody GLP-1 system, international expansion, and strategic acquisitions like LoveBiome as key growth drivers. CFO Carl Aure provided optimistic 2026 guidance, reflecting confidence in continued momentum.

Revenue
Lifevantage’s total revenue rose 12.6% to $55.11 million in 2025 Q4, compared to $48.93 million in 2024 Q4. The growth was driven by the MindBody GLP-1 system and international expansion, with 8% revenue growth in Asia Pacific and Europe. Active accounts increased 6% in the Americas, showcasing broad-based momentum.

Earnings/Net Income
The company’s EPS surged 51.1% to $0.16 in 2025 Q4 from $0.10 in 2024 Q4. Net income also saw robust growth, increasing 50.1% to $1.96 million from $1.30 million in the same period last year. This marks a clear improvement in profitability and operational efficiency.

Price Action
Lifevantage’s stock price fell 3.86% during the latest trading day. However, it gained 0.37% for the week and 1.28% month-to-date, reflecting some short-term recovery following the earnings report.

Post-Earnings Price Action Review
Despite the strong earnings report, the stock initially declined, potentially due to market expectations and broader market conditions. However, the stock has shown resilience over the past week, gaining positive momentum month-to-date. The mixed post-earnings reaction highlights investor sentiment remains cautious, though the fundamentals of the business continue to show promise. Analysts will likely watch the stock's performance in the coming weeks for signs of a sustained upward trend.

CEO Commentary
CEO Steven Fife emphasized the company’s strong fourth-quarter performance, including 13% year-over-year revenue growth and international expansion. He also highlighted the acquisition of LoveBiome as a strategic move to enhance growth through cross-selling and operational efficiencies. Fife expressed confidence in delivering long-term stakeholder value through innovation and strategic initiatives.

Guidance
CFO Carl Aure provided fiscal 2026 guidance, with revenue expected between $225 million and $240 million. Adjusted non-GAAP EBITDA is projected to range from $23 million to $26 million, and adjusted non-GAAP EPS is estimated to be between $1 and $1.15. The CFO noted that second-half revenue is expected to exceed the first half, driven by MindBody seasonality and contributions from LoveBiome.

Additional News
1. Acquisition Activity: Lifevantage’s acquisition of LoveBiome, a microbiome health company, marks a strategic expansion into the health and wellness sector. This move is expected to drive cross-selling opportunities and enhance the company’s product portfolio.
2. Capital Allocation: The company remains committed to a balanced capital allocation strategy, returning $18.6 million to shareholders through share repurchases and dividends since fiscal 2024. It ended 2025 with $20.2 million in cash and no debt, signaling strong financial health.
3. Operational Expansion: The company announced capital expenditures for 2025 totaling $1.4 million. The focus on operational leverage and international growth, especially post-MindBody rollout, underscores its commitment to long-term value creation.