FIGS第三季度净营收增25.7%至1.91亿美元：连续第四季增速超25%，上调全年展望
Santa Monica——总部位于加利福尼亚州洛杉矶县 Santa Monica 的医疗服装品牌 FIGS 11月5日公布2026年第三季度业绩：净营收1.907亿美元，同比增长25.7%，为连续第四个季度增速超过25%；净利润1,930万美元、摊薄每股收益0.10美元，上年同期为净利润870万美元、每股收益0.05美元，净利率由5.8%升至10.1%；调整后 EBITDA 为3,150万美元，利润率16.5%，上年同期为12.4%。
分品类看，手术服（scrubwear）净营收1.575亿美元，同比增长24.0%；非手术服净营收3,320万美元，增长34.6%。分市场看，美国净营收1.539亿美元，增长20.8%；国际净营收3,680万美元，增长51.4%。当季毛利率为69.3%，同比下降60个基点，公司称主要受上年同期退货处理改善基数与库存拨备增加影响，定价上调与效率改善部分抵消了压力。
运营指标方面，截至9月30日的活跃客户达320万，同比增长14.3%；每位活跃客户净营收236美元，增长12.9%，创历史新高；平均客单价126美元，增长10.5%。
展望方面，FIGS 上调全年指引：预计2026年全年净营收同比增长约23.5%，其中第四季度约增长15%；全年调整后 EBITDA 利润率预计约15.8%。首席财务官 Sarah Oughtred 表示，公司现金、现金等价物与短期投资合计逾3.30亿美元，创历史纪录，并通过近期扩大后的股票回购计划持续回馈股东。
联合创始人兼首席执行官 Trina Spear 表示：「我们的势头在第三季度延续，这是连续第四个季度净营收增速超过25%，动力来自各品类、各渠道与各地区的持续强劲表现。这对 FIGS 来说是具有里程碑意义的一年。」FIGS 创立于 Santa Monica，以直面消费者的模式为医护人员设计兼具舒适、耐用、功能与款式的服装与生活方式产品。（来源：FIGS）
FIGS Third-Quarter Net Revenues Rise 25.7% to $190.7 Million: Fourth Straight Quarter Above 25% Growth, Full-Year Outlook Raised
Santa Monica — FIGS, Inc., the healthcare apparel brand headquartered in Santa Monica, Los Angeles County, California, on November 5 released its third-quarter 2026 results: net revenues were $190.7 million, up 25.7% year over year, marking the fourth straight quarter of growth above 25%; net income was $19.3 million, or $0.10 in diluted earnings per share, compared with net income of $8.7 million, or $0.05, a year earlier, with the net income margin rising to 10.1% from 5.8%; and adjusted EBITDA was $31.5 million, a 16.5% margin, up from 12.4%.
By category, scrubwear net revenues were $157.5 million, up 24.0%, and non-scrubwear net revenues were $33.2 million, up 34.6%. By geography, U.S. net revenues were $153.9 million, up 20.8%, and international net revenues were $36.8 million, up 51.4%. Gross margin was 69.3%, down 60 basis points year over year, which the company attributed primarily to outsized improvements in returns processing in the prior year and higher inventory reserves, partly offset by pricing increases and efficiency efforts.
Active customers as of September 30, 2026 increased 14.3% year over year to 3.2 million. Net revenues per active customer were $236, up 12.9% to a record, and average order value was $126, up 10.5%.
FIGS raised its full-year outlook: it now expects net revenues to grow approximately 23.5% for full-year 2026, with the fourth quarter up about 15%, and a full-year adjusted EBITDA margin of approximately 15.8%. Chief Financial Officer Sarah Oughtred said cash, cash equivalents and short-term investments reached a record of just over $330 million, and that the company continued to return value to shareholders through its recently expanded share repurchase program.
"Our momentum continued in Q3, which marked our fourth straight quarter of greater than 25% net revenues growth, powered by consistent strength across our categories, channels and geographies," said Chief Executive Officer and Co-Founder Trina Spear. "It has been a landmark year so far for FIGS." Founded in Santa Monica, FIGS is a direct-to-consumer healthcare apparel and lifestyle brand serving healthcare professionals in the U.S. and internationally. (Source: FIGS)
来源：FIGS
发布：GSM·美国（发布链接）
图片来源：图：FIGS 总部所在地 Santa Monica 的海滩与码头航拍。Jelson25 摄，公共领域，经 Wikimedia Commons。 / Photo: An aerial view of the beach and pier in Santa Monica, where FIGS is headquartered. By Jelson25, public domain, via Wikimedia Commons.
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