LFMDPHIGH SIGNALOPERATIONAL10-K

LFMDP divested its majority-owned subsidiary WorkSimpli on November 4, 2025, which is now classified as discontinued operations across all periods presented.

The divestiture of WorkSimpli represents a strategic pivot for LifeMD to focus solely on its core telehealth and pharmacy services business, as evidenced by the removal of any mention of WorkSimpli from its current business description. This operational restructuring appears to be part of a broader turnaround effort, with the company showing meaningful improvement in operating losses and significant debt reduction, though at the cost of substantially reduced cash generation.

Comparing 2026-03-10 vs 2025-03-11View on EDGAR →
FINANCIAL ANALYSIS

LifeMD demonstrates a mixed but generally improving financial picture, with revenue growing 49.8% to $12.5M and operating losses narrowing significantly by 52.5% to -$7.7M, indicating progress toward profitability. However, the company faces liquidity concerns as operating cash flow declined dramatically by 52.7% to $8.3M while gross profit fell 11.7% to $166.3M, suggesting margin pressure. The balance sheet improved substantially with total liabilities decreasing 38.2% to $47.3M and interest expense falling 37.6%, indicating successful debt reduction efforts that should reduce financial risk going forward.

FINANCIAL STATEMENT CHANGES
Operating Cash Flow
Cash Flow
-52.7%
$17.5M$8.3M

Operating cash flow fell 52.7% — earnings quality concerns; investigate working capital changes and non-cash items.

Operating Income
P&L
+52.5%
-$16.1M-$7.7M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Revenue
P&L
+49.8%
$8.3M$12.5M

Strong top-line growth of 49.8% — accelerating demand or successful expansion into new markets.

Total Liabilities
Balance Sheet
-38.2%
$76.5M$47.3M

Liabilities reduced 38.2% — deleveraging improves balance sheet strength and financial flexibility.

Interest Expense
P&L
-37.6%
$2.2M$1.4M

Interest expense declined — debt repayment or refinancing at lower rates improving earnings quality.

Current Liabilities
Balance Sheet
-31%
$60.3M$41.6M

Current liabilities reduced — improved short-term financial position and working capital health.

Capital Expenditure
Cash Flow
+25.5%
$1.5M$1.9M

Capex increased 25.5% — ongoing investment in capacity or infrastructure for future growth.

Accounts Receivable
Balance Sheet
+13.2%
$8.2M$9.3M

Receivables grew 13.2% — monitor days sales outstanding for collection efficiency.

Gross Profit
P&L
-11.7%
$188.4M$166.3M

Gross margin compression — rising input costs, pricing pressure, or unfavorable product mix shift.

LANGUAGE CHANGES
NEW — 2026-03-10
PRIOR — 2025-03-11
ADDED
Readers are urged to carefully review and consider the various disclosures made by us in this report and in our other reports filed with the Securities and Exchange Commission ( SEC ).
(formerly known as Conversion Labs, Inc.), and LifeMD Pharmacy Holdings LLC, an affiliated limited liability company, ( LifeMD Pharmacy ).
On November 4, 2025, we sold our interest in our majority-owned subsidiary WorkSimpli Software LLC (formerly known as LegalSimpli Software, LLC), a Puerto Rico limited liability company ( WorkSimpli ) to Lion Buyer, LLC.
WorkSimpli is classified as discontinued operations for all periods presented in these consolidated financial statements included in this Annual Report on Form 10-K.
BUSINESS Business Overview LifeMD is a patient-centric, direct-to-patient healthcare company providing a high-quality, cost-effective, and convenient way for patients to access virtual medical care and pharmacy services.
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REMOVED
Readers are urged to carefully review and consider the various disclosures made by us in this report and in our other reports filed with the Securities and Exchange Commission ( SEC ), including the risk factors identified in Item 1A of this report.
(formerly known as Conversion Labs, Inc.), LifeMD Pharmacy Holdings LLC, an affiliated limited liability company, ( LifeMD Pharmacy ) and our majority-owned subsidiary WorkSimpli Software LLC (formerly known as LegalSimpli Software, LLC), a Puerto Rico limited liability company ( WorkSimpli ).
BUSINESS Business Overview We are a direct-to-patient telehealth company providing a high-quality, cost-effective, and convenient way to access comprehensive, virtual and in-home healthcare.
We believe the traditional model of visiting a doctor s office, traveling to a retail pharmacy, and returning for follow-up care or prescription refills is complex, inefficient, and costly which discourages many individuals from seeking much-needed medical care.
LifeMD is improving the delivery of the healthcare experience through telehealth with our proprietary technology platform, affiliated and dedicated provider network, broad and expanding treatment capabilities, and the unique ability to nurture patient relationships.
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