NYSE$FIGS

FIGS Inc. · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

FIGS reported Q4 2025, revenue of $201.9M, net income of $18.5M, diluted EPS of $0.10.

For Q4 2025, FIGS reported revenue of $201.9M, net income of $18.5M, diluted EPS was $0.10. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $201.9M.
  • Net income $18.5M.
  • Diluted EPS $0.10.

Headline financials

Total Revenue

$202M

Previous: $152M+33.0%
EPS (adj)

$0.10

Previous: $0.01+900.0%
Active Customers

2.9M

Previous: 2.7M+9.4%
Net Revenues per Active Customer

$216.00

Previous: $208.00+3.8%
Average Order Value

$120.00

Previous: $113.00+6.2%
Gross Margin

62.9%

No prior period
Net Income Margin

9.2%

Previous: 1.2%+666.7%
Adjusted EBITDA

$26.7M

Previous: $21.1M+26.8%
Adjusted EBITDA Margin

13.2%

Previous: 13.9%-5.0%
Net Income

$18.5M

Previous: $1.89M+881.4%
Operating Income

$18.8M

Previous: $8.9M+111.3%
Gross Profit

$127M

Previous: $102M+24.3%

Revenue & EPS history

FIGS · Revenue · Quarterly

$202M

Q4 2025+33%vs Q4 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment or product commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+0.0%

Avg return

Earnings day

-0.5%

Avg return

5 days after

+0.7%

Avg return

30 days after

61%

14 / 23 earnings

Positive

+28.7%

Q3 2023

Best reaction

-25.4%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+6.0%-20.7%-18.1%
Q4 2025+23.5%+36.1%+17.9%
Q3 2025+14.1%+33.2%+52.0%
Q1 2025-1.7%-13.5%-12.2%
Q4 2024-18.1%-13.3%-15.8%
Q3 2024-25.4%-26.5%-20.6%
Q2 2024-11.0%-12.1%+4.3%
Q1 2024+4.7%+16.5%+6.2%
Q4 2023-12.2%-7.2%-16.4%
Q3 2023+28.7%+21.4%+41.8%
Q2 2023+1.3%-2.9%-11.0%
Q1 2023+7.2%+10.2%+18.1%
Q4 2022-25.1%-25.7%-32.8%
Q3 2022+15.6%+10.7%+23.7%
Q2 2022+3.4%+3.3%+0.6%
Q1 2022-21.8%-17.4%-37.1%
Q4 2021+27.5%+22.0%+64.5%
Q3 2020-15.1%-16.1%-38.7%
Q3 2021-15.1%-16.1%-38.7%
Q2 2020+3.6%+1.5%+6.8%
Q1 2021+3.6%+1.5%+6.8%
Q2 2021+3.6%+1.5%+6.8%
Q4 2020+3.6%+1.5%+6.8%
Q1 2020

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