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LifeMD, Inc. 8.875% Series A Cumulative Perpetual Preferred Stock 8-K Filings

LFMDP NASDAQ

Every 8-K that LifeMD, Inc. 8.875% Series A Cumulative Perpetual Preferred Stock (LFMDP) 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 LFMDP 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 LFMDP filings page.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

LifeMD, Inc. reported another change in its independent auditor and highlighted ongoing internal control weaknesses. On August 15, 2025, with Audit Committee approval, the company dismissed CBIZ CPAs P.C., which had only been appointed in April 2025 and never issued an audit report.

On August 18, 2025, LifeMD appointed PricewaterhouseCoopers LLP (PwC) as its independent registered public accounting firm for the year ending December 31, 2025. The company states it has not previously consulted PwC on accounting or auditing matters. LifeMD also disclosed material weaknesses in internal control over financial reporting related to IT general controls, review of key third-party SOC reports, and business process controls over information produced by the company and evidence of formal review procedures.