Q2 FY2026 EarningsQ2 FY26 significantly beat consensus across all key metrics: revenue of $196.6M vs. $186.1M expected, and gross margin of 75.2% vs. 66.7%. The massive margin outperformance was driven by $20.5M in IEEPA tariff refunds, including a $7.9M catch-up adjustment for prior periods. Diluted EPS of $0.15 exceeded the $0.07 mean estimate, while the Board authorized a $100M increase to the share repurchase program, signaling confidence despite a new Withhold Release Order (WRO) against a major manufacturing partner.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Figs(FIGS) the Revenue is 196.62 M (+28.81%), Beat estimate;the EBIT is 27.36 M (+176%), Beat estimate;the EPS is 0.15 (+275%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.20B28.81%
0.19B21.92%
+0.01B6.89%
EBITExceed expectations
0.03B175.98%
0.02B51.45%
+0.01B124.53%
EPSExceed expectations
0.15275.00%
0.066766.68%
+0.0833208.32%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf