Figs (FIGS) reported $201.9 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 33%. EPS of $0.10 for the same period compares to $0.01 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $165.73 million, representing a surprise of +21.82%. The company delivered an EPS surprise of +400%, with the consensus EPS estimate being $0.02.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Figs performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Active customers: 2,921 versus 2,802 estimated by five analysts on average.
- Average order value: $120.00 versus the five-analyst average estimate of $119.38.
- Net revenues per active customer: $216.00 versus the two-analyst average estimate of $212.03.
- Geographic Revenues- Rest of the world: $37.74 million versus the three-analyst average estimate of $29.81 million. The reported number represents a year-over-year change of +55.1%.
- Geographic Revenues- United States: $164.16 million versus $137.2 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +28.8% change.
- Revenues- Non-Scrubwear: $46.99 million versus $38.99 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +26.4% change.
- Revenues- Scrubwear: $154.9 million compared to the $128.1 million average estimate based on two analysts. The reported number represents a change of +35.1% year over year.
View all Key Company Metrics for Figs here>>>
Shares of Figs have returned -2.9% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.
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FIGS, Inc. (FIGS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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