Core Insights - Figs' stock price increased over 23% following a strong quarterly report and positive analyst commentary [1] - The company reported a 33% year-over-year revenue growth, reaching $201.9 million in the fourth quarter [1] Revenue Breakdown - Scrubwear sales rose by 35.1% to $154.9 million, while non-scrubwear sales increased by 26.4% to $47 million [2] - U.S. revenue grew by 28.7% to $164.2 million, and international revenue surged by 55.1% to $37.7 million [2] Profitability Metrics - Figs' EBITDA climbed 26.8% to $26.7 million [3] Future Projections - The company anticipates full-year revenue growth of 10% to 12% and an adjusted EBITDA margin of approximately 12.8%, up from 11.8% in 2025 [4] - CEO Trina Spear expressed optimism about sustained success due to the end of the COVID overhang and structural advantages in the industry [4] Analyst Outlook - KeyBanc analysts set a price target of $17 for Figs' shares, indicating a potential return of 10% from the stock's closing price [5]

Core Insights - FIGS Inc delivered a strong fourth-quarter report, exceeding Wall Street expectations with earnings significantly higher than anticipated [1][2] - The stock has seen a notable increase, approaching key resistance levels, partly due to an upgrade from KeyBanc [1] Earnings Performance - FIGS reported earnings of 10 cents per share, surpassing the 2 cent estimate and improving from 1 cent a year earlier [2] - Revenue reached $201.9 million, exceeding expectations by over 22% and marking a 33% year-over-year increase [2] - Growth was broad-based, with scrubwear, non-scrubwear, U.S. sales, and international sales all showing double-digit gains [2] Profitability Metrics - Net income rose to $18.5 million from $1.9 million a year earlier, increasing the net income margin to 9.2% from 1.2% [4] - Adjusted EBITDA increased to $26.7 million, with margins improving to 13.2% [4] - Operating expenses decreased as a percentage of revenue due to lower stock-based compensation, reduced shipping and fulfillment costs, and better leverage on fixed expenses [4] Future Outlook - For 2026, FIGS anticipates revenue growth of 10% to 12% year-over-year, with adjusted EBITDA margins projected between 12.7% and 12.9% [5] - The company is entering the year with strong momentum and aims to capture long-term opportunities in serving healthcare professionals globally [5] Stock Performance - FIGS shares were up 18.52% at $14.78, reaching a new 52-week high [6]

Core Insights - Figs (FIGS) reported a revenue of $201.9 million for the quarter ended December 2025, marking a year-over-year increase of 33% and significantly exceeding the Zacks Consensus Estimate of $165.73 million by 21.82% [1] - The company achieved an EPS of $0.10, a substantial increase from $0.01 a year ago, resulting in an EPS surprise of 400% compared to the consensus estimate of $0.02 [1] Financial Performance Metrics - Active customers reached 2,921, surpassing the average estimate of 2,802 by five analysts [4] - The average order value was reported at $120.00, slightly above the five-analyst average estimate of $119.38 [4] - Net revenues per active customer were $216.00, exceeding the two-analyst average estimate of $212.03 [4] - Geographic revenues from the Rest of the World totaled $37.74 million, significantly higher than the three-analyst average estimate of $29.81 million, reflecting a year-over-year change of 55.1% [4] - United States revenues amounted to $164.16 million, surpassing the estimated $137.2 million by three analysts and representing a year-over-year increase of 28.8% [4] - Non-Scrubwear revenues were reported at $46.99 million, exceeding the average estimate of $38.99 million by two analysts, with a year-over-year change of 26.4% [4] - Scrubwear revenues reached $154.9 million, compared to the average estimate of $128.1 million based on two analysts, indicating a year-over-year increase of 35.1% [4] Stock Performance - Shares of Figs have returned -2.9% over the past month, contrasting with the Zacks S&P 500 composite's +0.6% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), suggesting potential outperformance against the broader market in the near term [3]

Q4 and Full Year 2025 Earnings Presentation M A U R I C I O G . , M D DISCLAIMER Nothing contained in this presentation is, or should be construed as, a recommendation, promise or representation by FIGS, Inc. (the "Company") or any officer, director, employee, agent or advisor of the Company. This presentation does not purport to be all inclusive or to contain all of the information you may desire in connection with your investigation of the Company. Information provided in this presentation speaks only as ...

Core Insights - Figs (FIGS) reported a revenue of $151.66 million for the quarter ended September 2025, marking an 8.2% year-over-year increase and exceeding the Zacks Consensus Estimate of $142.17 million by 6.67% [1] - The company achieved an EPS of $0.05, a significant improvement from -$0.01 a year ago, resulting in a 150% EPS surprise compared to the consensus estimate of $0.02 [1] Financial Performance Metrics - Active customers reached 2,781, surpassing the average estimate of 2,738 based on five analysts [4] - The average order value was $114.00, slightly above the five-analyst average estimate of $112.06 [4] - Net revenues per active customer were reported at $209.00, closely aligning with the average estimate of $209.04 from two analysts [4] Geographic Revenue Breakdown - Revenue from the Rest of the World was $24.32 million, slightly below the estimated $25.14 million, but reflecting an 11.7% increase year-over-year [4] - U.S. revenues totaled $127.34 million, exceeding the average estimate of $117.18 million, with a year-over-year growth of 7.5% [4] Product Revenue Insights - Non-Scrubwear revenues were reported at $24.65 million, marginally above the average estimate of $24.61 million, showing a year-over-year increase of 7.2% [4] - Scrubwear revenues reached $127.02 million, significantly higher than the average estimate of $117.36 million, with an 8.4% year-over-year growth [4] Stock Performance - Figs shares have returned +9.9% over the past month, outperforming the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]