Every 8-K that Lifemd Inc (LFMD) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow LFMD and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LFMD filings page.
LifeMD, Inc. reported Q2 2026 telehealth revenue of $47.3 million, down 4% year-over-year but within guidance, as it shifts weight-management patients to branded GLP-1 therapies and longer-duration subscriptions. Gross margin expanded to about 89%, with roughly 84% of revenue from recurring subscriptions.
Active subscribers rose 20% to about 356,000, including 108,000 in the Weight Management Program. Despite this growth, GAAP net loss from continuing operations attributable to common stockholders widened to $7.9 million, or $0.16 per share, and adjusted EBITDA moved to a loss of about $3.5 million from a profit a year earlier.
LifeMD ended the quarter with $25.1 million of cash, no debt and $30 million of undrawn revolving credit capacity. Management launched a telehealth co-marketing collaboration for XYOSTED and highlighted improving Women’s Health trends.
For Q3 2026 the company guides to $48–$51 million of revenue and adjusted EBITDA between a $1 million loss and $2 million profit, and now expects full-year 2026 revenue of $205.5–$212.5 million and adjusted EBITDA between a $6.0 million loss and breakeven, both reduced from prior guidance.
LifeMD, Inc. entered into an exclusive strategic co-marketing collaboration with Antares Pharma, a Halozyme subsidiary, to support a direct-to-patient self-pay program for XYOSTED, a once-weekly subcutaneous testosterone auto-injector. The program is expected to launch in July 2026 and will initially be available in 37 states.
LifeMD will act as the exclusive telehealth co-marketing partner, providing virtual clinician evaluation through its affiliated medical group and using its pharmacy as the preferred dispensing pharmacy to ship XYOSTED directly to patients’ homes. Both companies will jointly invest in consumer education and promotional initiatives about testosterone deficiency and the program.
The agreements have an initial three-year term with automatic one-year renewals, include a joint steering committee for governance, and allow either party to terminate the Statement of Work if budgeted co-marketing investments are not met for two consecutive quarters.
LifeMD, Inc. announced a planned Chief Financial Officer transition, with current CFO Marc Benathen departing to pursue a new opportunity and remaining through March 31, 2026 to support an orderly handover. He will then provide transition advisory services for six to twelve months for a $38,117 monthly fee and receive COBRA reimbursement through no later than April 1, 2027, while forfeiting any RSUs unvested as of March 31, 2026.
The company appointed Atul Kavthekar as its new CFO effective March 16, 2026, with a base salary of $500,000 and an annual performance bonus targeted at 50% of base salary. As a material employment inducement, he will receive 675,000 RSUs, split evenly between time-based vesting over three years and performance-based vesting tied to company targets.
LifeMD also expanded its leadership team by promoting Chris Pisano to Chief Marketing Officer and Jessica Friedeman to Chief Business Officer, reflecting a broader effort to align finance, marketing, and business development with the company’s next phase of growth.
LifeMD, Inc. reported strong 2025 growth, with full-year revenue up 25% to $194.1 million and adjusted EBITDA up 309% to $15.3 million. Fourth-quarter revenue rose 4% to $46.9 million, while adjusted EBITDA increased to $4.8 million, reflecting an 87% gross margin.
The business from continuing operations still posted a 2025 GAAP net loss of $10.2 million, but total net income reached $15.6 million including discontinued operations. LifeMD ended 2025 with $36.8 million in cash and no debt, supporting investment in GLP-1 weight management, Wegovy launches, and expanding women’s health offerings.
For 2026, LifeMD guides to revenue of $220–$230 million and adjusted EBITDA of $12–$17 million, with annualized run-rate revenue expected to exceed $250 million and run-rate adjusted EBITDA to exceed $25 million by Q4 2026.
LifeMD, Inc. entered into a Credit Agreement with Citizens Bank providing a senior secured revolving credit facility of up to $30 million to support potential corporate development and shareholder value initiatives.
The facility may be increased by up to an additional $20 million and matures on January 2, 2029. Interest is variable, based on either Term SOFR plus a margin of 1.50%–2.25% or an Alternate Base Rate plus a margin of 0.50%–1.25%, with a commitment fee of 0.225%–0.30% on unused amounts, all tied to the Consolidated Leverage Ratio.
Key financial covenants require a Consolidated Leverage Ratio at or below 2.50 to 1.00 and a Consolidated Interest Coverage Ratio of at least 3.00 to 1.00, beginning with the quarter ending March 31, 2026. LifeMD had not drawn any funds under the facility as of the January 2, 2026 closing.
LifeMD, Inc. reported that it has released its financial results for the three and nine months ended September 30, 2025. The company disclosed in this report that a detailed press release with those results was issued on November 17, 2025 and is attached as Exhibit 99.1. The common stock trades on The Nasdaq Global Market under the symbol LFMD, and its 8.875% Series A Cumulative Perpetual Preferred Stock trades under the symbol LFMDP. This filing mainly serves to formally furnish the earnings press release under Item 2.02 of the Exchange Act.
LifeMD disclosed a scheduling change and accounting updates. The company rescheduled its third‑quarter 2025 earnings release and call to Monday, November 17, 2025, and expects to file a Form 12b‑25 for a late Form 10‑Q for the period ended September 30, 2025.
Management identified corrections after data system migrations affecting revenue recognition and related balance sheet accounts for the twelve months ended December 31, 2024 and the six months ended June 30, 2025. The cumulative impact is approximately $4.6 million, or about 1.4% of cumulative revenue for that period. The company states these adjustments will not materially change how reported revenue compared to guidance and will not affect cash flow or cash position.
LifeMD is evaluating potential implications for internal control over financial reporting. Preliminary determinations are subject to change as third‑quarter financials are prepared, and the company’s auditors have not performed procedures on these preliminary items.
LifeMD, Inc. completed the sale of 80% of WorkSimpli Software LLC to Lion Buyer, LLC, with signing and closing occurring simultaneously on November 4, 2025. The purchase price is based on an enterprise value of approximately $65.0 million, with $24.0 million paid at closing and up to an additional $28.0 million tied to future performance targets, for aggregate consideration of up to $52.0 million to the sellers.
At closing, the purchaser paid the estimated purchase price, with a portion held back as an adjustment holdback amount. The agreement includes customary representations, warranties, covenants, indemnification provisions, and closing deliverables. LifeMD also issued a press release announcing the transaction.