FIGS Reports 33% Revenue Growth to $201.9 Million in Q4 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy FIGS?
Source: seekingalpha
- Significant Revenue Growth: FIGS reported net revenues of $201.9 million in Q4, marking a 33% year-over-year increase and surpassing $200 million for the first time in a single quarter, reflecting strong market performance and execution.
- Customer Base Expansion: The active customer count exceeded 2.9 million, with a 5% sequential and 9% year-over-year growth, which not only enhances market share but also lays a solid foundation for future revenue growth.
- Improved Profitability: Adjusted EBITDA reached $26.7 million with a 13.2% margin, exceeding the original target by over 200 basis points, indicating success in cost control and operational efficiency.
- Optimistic Future Outlook: Management expects fiscal 2026 net revenues to grow by 10% to 12% year-over-year, aiming for nearly $700 million, demonstrating confidence in sustained growth and market expansion.
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Analyst Views on FIGS
Wall Street analysts forecast FIGS stock price to fall
5 Analyst Rating
2 Buy
2 Hold
1 Sell
Hold
Current: 17.120
Low
7.50
Averages
10.70
High
15.00
Current: 17.120
Low
7.50
Averages
10.70
High
15.00
About FIGS
FIGS, Inc. operates as a direct-to-consumer healthcare apparel and lifestyle brand. The Company sells products designed to serve the particular needs of healthcare professionals primarily through its direct-to-consumer (DTC) digital platform, consisting of its Website, mobile app and B2B business (TEAMS). Its offerings include scrubwear and non-scrubwear, such as outerwear, underscrubs, footwear, compression socks, lab coats, loungewear, and other apparel. Its non-scrubwear products are designed as an integrated system that complements its scrubwear and are comprised of base layer and outer layer products. Its underscrubs include sports bras, performance leggings, performance tops and super-soft pima cotton tops. Its under underscrubs include several styles of underwear. Its outer layer products include footwear, lab coats, and a variety of vests, jackets, and fleeces. The Company also offers necessities, such as scrub caps, lanyards, badge reels, tote bags, baseball caps, and beanies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Figs Shares Surge 23.9% Following Strong Quarterly Performance
- Quarterly Revenue Surge: Figs reported a 33% year-over-year increase in fourth-quarter revenue, reaching $201.9 million, highlighting strong demand in the healthcare apparel market and solidifying its market position.
- Sales Breakdown Performance: Scrubwear sales jumped 35.1% to $154.9 million, while non-scrubwear sales rose 26.4% to $47 million, indicating the success of the company's diversified product strategy.
- International Market Expansion: Figs' international revenue soared 55.1% to $37.7 million, reflecting the effectiveness of its global expansion strategy, which is expected to drive future growth.
- Optimistic Future Outlook: Figs anticipates full-year revenue growth of 10% to 12% for 2026 and plans to increase its adjusted EBITDA margin from 11.8% in 2025 to 12.8%, demonstrating confidence in its future performance.
See More
Figs Reports Strong Sales Growth, Shares Rise 23%
- Significant Sales Growth: Figs' fourth-quarter revenue surged 33% year-over-year to $201.9 million, with Scrubwear sales jumping 35.1% to $154.9 million and non-scrubwear sales increasing 26.4% to $47 million, indicating strong demand in the healthcare apparel market.
- Strong Regional Performance: U.S. revenue rose 28.7% to $164.2 million, while international revenue soared 55.1% to $37.7 million, demonstrating Figs' rapidly increasing market penetration among healthcare professionals globally.
- Improved Profitability: Figs' EBITDA climbed 26.8% to $26.7 million, with projections for an adjusted EBITDA margin of 12.8% in 2026, up from 11.8% in 2025, reflecting ongoing enhancements in the company's profitability.
- Optimistic Investment Outlook: Analysts at KeyBanc set a $17 price target for Figs' shares, indicating a potential 10% return from Friday's closing price, showcasing market confidence in the company's future growth prospects.
See More
FIGS Inc Surpasses Q4 Expectations with Strong Earnings
- Strong Earnings Growth: FIGS Inc reported earnings of $0.10 per share for Q4, significantly exceeding the analyst estimate of $0.02 and improving from $0.01 a year earlier, indicating a substantial enhancement in profitability.
- Outstanding Revenue Performance: The company achieved revenue of $201.9 million, surpassing market expectations by over 22% and marking a 33% year-over-year increase, demonstrating broad-based growth across all business segments.
- Significant Net Income Increase: FIGS' net income rose to $18.5 million from $1.9 million a year prior, lifting the net income margin to 9.2%, reflecting successful operational efficiency and cost management.
- Positive Future Outlook: FIGS anticipates revenue growth of 10% to 12% year-over-year for 2026, with adjusted EBITDA margins projected between 12.7% and 12.9%, highlighting the company's long-term growth potential in serving healthcare professionals globally.
See More
Key Wall Street Calls on Friday: Upgrades and Downgrades
- Core Stock Rating: Deutsche Bank reiterates its Buy rating on CoreWeave, lowering the price target from $140 to $125, indicating that the company faces uncertainties in its rapidly scaling financial model, which may impact investor confidence.
- Strong Airline Demand: TD Cowen upgrades Southwest Airlines from Hold to Buy with a target price of $66, anticipating strengthened airline demand in 2026, reflecting the potential for industry recovery.
- AI Software Leader: Rosenblatt initiates coverage of Palantir with a Buy rating and a $150 price target, believing the company holds a unique market position in AI with a sustainable growth trajectory, despite a 33% decline from its peak.
- Optimistic Financial Performance: Bank of America raises Dell's price target to $155, based on its broad product portfolio and AI-related growth potential, expecting higher margins in the coming years, although global economic slowdown poses some risks.
See More
FIGS Reports 33% Revenue Growth to $201.9 Million in Q4 2025
- Significant Revenue Growth: FIGS reported net revenues of $201.9 million in Q4, marking a 33% year-over-year increase and surpassing $200 million for the first time in a single quarter, reflecting strong market performance and execution.
- Customer Base Expansion: The active customer count exceeded 2.9 million, with a 5% sequential and 9% year-over-year growth, which not only enhances market share but also lays a solid foundation for future revenue growth.
- Improved Profitability: Adjusted EBITDA reached $26.7 million with a 13.2% margin, exceeding the original target by over 200 basis points, indicating success in cost control and operational efficiency.
- Optimistic Future Outlook: Management expects fiscal 2026 net revenues to grow by 10% to 12% year-over-year, aiming for nearly $700 million, demonstrating confidence in sustained growth and market expansion.
See More
FIGS Inc Sees Options Trading Volume Surge to 9,198 Contracts
- Active Options Trading: FIGS Inc's options trading volume surged to 9,198 contracts, representing approximately 919,800 shares, which is about 43.5% of its average daily trading volume of 2.1 million shares over the past month, indicating heightened market interest in the stock.
- High Demand Options: Among FIGS options, the $7.50 strike call option expiring on January 16, 2026, has seen a trading volume of 4,770 contracts, equivalent to approximately 477,000 shares, reflecting strong investor expectations for the stock's future appreciation.
- Willdan Group Activity: Concurrently, Willdan Group Inc's options trading volume reached 1,193 contracts, representing about 119,300 shares, which also accounts for 43.5% of its average daily trading volume of 273,980 shares over the past month, showcasing the stock's market activity.
- Bullish Options Trend: The $110 strike call option for WLDN has recorded a trading volume of 256 contracts today, equivalent to approximately 25,600 shares, indicating that investors are optimistic about the stock's performance in the coming months.
See More
Figs Shares Surge 23.9% Following Strong Quarterly Performance
- Quarterly Revenue Surge: Figs reported a 33% year-over-year increase in fourth-quarter revenue, reaching $201.9 million, highlighting strong demand in the healthcare apparel market and solidifying its market position.
- Sales Breakdown Performance: Scrubwear sales jumped 35.1% to $154.9 million, while non-scrubwear sales rose 26.4% to $47 million, indicating the success of the company's diversified product strategy.
- International Market Expansion: Figs' international revenue soared 55.1% to $37.7 million, reflecting the effectiveness of its global expansion strategy, which is expected to drive future growth.
- Optimistic Future Outlook: Figs anticipates full-year revenue growth of 10% to 12% for 2026 and plans to increase its adjusted EBITDA margin from 11.8% in 2025 to 12.8%, demonstrating confidence in its future performance.
See More
Figs Reports Strong Sales Growth, Shares Rise 23%
- Significant Sales Growth: Figs' fourth-quarter revenue surged 33% year-over-year to $201.9 million, with Scrubwear sales jumping 35.1% to $154.9 million and non-scrubwear sales increasing 26.4% to $47 million, indicating strong demand in the healthcare apparel market.
- Strong Regional Performance: U.S. revenue rose 28.7% to $164.2 million, while international revenue soared 55.1% to $37.7 million, demonstrating Figs' rapidly increasing market penetration among healthcare professionals globally.
- Improved Profitability: Figs' EBITDA climbed 26.8% to $26.7 million, with projections for an adjusted EBITDA margin of 12.8% in 2026, up from 11.8% in 2025, reflecting ongoing enhancements in the company's profitability.
- Optimistic Investment Outlook: Analysts at KeyBanc set a $17 price target for Figs' shares, indicating a potential 10% return from Friday's closing price, showcasing market confidence in the company's future growth prospects.
See More
FIGS Inc Surpasses Q4 Expectations with Strong Earnings
- Strong Earnings Growth: FIGS Inc reported earnings of $0.10 per share for Q4, significantly exceeding the analyst estimate of $0.02 and improving from $0.01 a year earlier, indicating a substantial enhancement in profitability.
- Outstanding Revenue Performance: The company achieved revenue of $201.9 million, surpassing market expectations by over 22% and marking a 33% year-over-year increase, demonstrating broad-based growth across all business segments.
- Significant Net Income Increase: FIGS' net income rose to $18.5 million from $1.9 million a year prior, lifting the net income margin to 9.2%, reflecting successful operational efficiency and cost management.
- Positive Future Outlook: FIGS anticipates revenue growth of 10% to 12% year-over-year for 2026, with adjusted EBITDA margins projected between 12.7% and 12.9%, highlighting the company's long-term growth potential in serving healthcare professionals globally.
See More
Key Wall Street Calls on Friday: Upgrades and Downgrades
- Core Stock Rating: Deutsche Bank reiterates its Buy rating on CoreWeave, lowering the price target from $140 to $125, indicating that the company faces uncertainties in its rapidly scaling financial model, which may impact investor confidence.
- Strong Airline Demand: TD Cowen upgrades Southwest Airlines from Hold to Buy with a target price of $66, anticipating strengthened airline demand in 2026, reflecting the potential for industry recovery.
- AI Software Leader: Rosenblatt initiates coverage of Palantir with a Buy rating and a $150 price target, believing the company holds a unique market position in AI with a sustainable growth trajectory, despite a 33% decline from its peak.
- Optimistic Financial Performance: Bank of America raises Dell's price target to $155, based on its broad product portfolio and AI-related growth potential, expecting higher margins in the coming years, although global economic slowdown poses some risks.
See More
FIGS Reports 33% Revenue Growth to $201.9 Million in Q4 2025
- Significant Revenue Growth: FIGS reported net revenues of $201.9 million in Q4, marking a 33% year-over-year increase and surpassing $200 million for the first time in a single quarter, reflecting strong market performance and execution.
- Customer Base Expansion: The active customer count exceeded 2.9 million, with a 5% sequential and 9% year-over-year growth, which not only enhances market share but also lays a solid foundation for future revenue growth.
- Improved Profitability: Adjusted EBITDA reached $26.7 million with a 13.2% margin, exceeding the original target by over 200 basis points, indicating success in cost control and operational efficiency.
- Optimistic Future Outlook: Management expects fiscal 2026 net revenues to grow by 10% to 12% year-over-year, aiming for nearly $700 million, demonstrating confidence in sustained growth and market expansion.
See More
FIGS Inc Sees Options Trading Volume Surge to 9,198 Contracts
- Active Options Trading: FIGS Inc's options trading volume surged to 9,198 contracts, representing approximately 919,800 shares, which is about 43.5% of its average daily trading volume of 2.1 million shares over the past month, indicating heightened market interest in the stock.
- High Demand Options: Among FIGS options, the $7.50 strike call option expiring on January 16, 2026, has seen a trading volume of 4,770 contracts, equivalent to approximately 477,000 shares, reflecting strong investor expectations for the stock's future appreciation.
- Willdan Group Activity: Concurrently, Willdan Group Inc's options trading volume reached 1,193 contracts, representing about 119,300 shares, which also accounts for 43.5% of its average daily trading volume of 273,980 shares over the past month, showcasing the stock's market activity.
- Bullish Options Trend: The $110 strike call option for WLDN has recorded a trading volume of 256 contracts today, equivalent to approximately 25,600 shares, indicating that investors are optimistic about the stock's performance in the coming months.
See More
