FIGS
FIGS, Inc.
Price as of Jul 17, 2026
FIGS earnings
FIGS, Inc. earnings
Reported EPS and revenue history, upcoming estimates and available earnings-call summaries.
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $0.01 | $0.03 | +200.0% | $160M | +4.4% |
| Nov 6, 2025 | $0.02 | $0.05 | +150.0% | $152M | -8.1% |
| Aug 7, 2025 | $0.02 | $0.04 | +100.0% | $153M | +6.1% |
| May 8, 2025 | $-0.01 | $-0.00 | +93.7% | $125M | +4.6% |
| Feb 27, 2025 | $0.01 | $0.01 | +0.0% | $152M | +27.2% |
| Nov 7, 2024 | $-0.01 | $-0.01 | -25.0% | $140M | +0.5% |
| Aug 8, 2024 | $0.00 | $0.01 | +203.0% | $144M | +0.8% |
| May 9, 2024 | $0.00 | $0.01 | +338.6% | $119M | -16.1% |
| Feb 28, 2024 | $0.02 | $0.05 | +153.8% | $145M | +23.3% |
| Nov 2, 2023 | $0.02 | $0.03 | +30.4% | $142M | -4.5% |
| Aug 3, 2023 | $0.01 | $0.02 | +140.1% | $138M | +5.0% |
| May 4, 2023 | $0.00 | $0.01 | +223.6% | $120M | -9.8% |
Earnings call summary
Q1 FY2026 · May 7, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Product: Strong momentum in core scrub work category, developing new franchises, Formex fabric gaining traction, FiberX fabrication to be spotlighted more. Brand: Continuing storytelling, connection, and impact with campaigns like Never Change, supporting events like Match Day and Nurses Week, launching Awesome Humans Foundation and Healthcare is Human Act. Market expansion: Strong international growth, go deep in key markets like France and Germany, go broad opening new markets, community hubs performing well with plans to open more. Teams: Making progress in building relationships, launching team store on e-commerce platform.
Guidance
Full year 2026 net revenues expected to grow 14%-16% vs prior 10%-12%. Q2 net revenue growth expected in low 20% range. Full year operating margin outlook raised to 7.8%-8%, adjusted EBITDA margin to 13%-13.2%, effective tax rate expected at ~20%.
Segment performance
Net revenues increased 28% year-over-year to $159.9 million. Active customers surpassed 3 million for the first time. Scrubware grew 27% representing 79% of net revenues. Non-scrub wear increased 31% representing 21% of net revenues. U.S. net revenues increased 24% to $131.6 million, while international net revenues increased 50% to $28.3 million.
Risks & headwinds
Tariffs, oil-related pressures, geopolitical factors impacting certain regions.
Analyst Q&A
Q: How did consumers behave from 4th quarter to 1st quarter and into 2Q?
A: Acceleration, executing at high level with product, marketing, and operational excellence.
Q: How much new customers in US were reactivated vs new?
A: Growth from both, accelerated growth in resurrected customers and improved retention.
Q: Impact of sourcing and oil on costs?
A: Navigated supply chain well, raw material costing locked in, freight impact on gross margin.
Q: Non-scrubware growth and Olympics product?
A: 31% growth not meaningfully impacted by Olympics product.
Q: Store expansion plans?
A: Opening 4 community hubs in back half of 2026, learning from recent openings.
Q: Sizing and fit progress?
A: Made progress on fit, core products to be in stock all year.
Q: Consumer response to gas prices?
A: Minor impact in APAC, overall resilient.
Q: Fabrication strategy?
A: Balance of core and limited edition products based on community feedback
Earnings history is derived from company filings and calendar data. Call summaries are grouped by reporting period. Latest covered event: 2026-08-06.