Hims & Hers Health (HIMS) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 10, 2026

TBA (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

-0.05

Last Year’s EPS

0.17

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 16 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 11, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented a mix of near-term headwinds tied to a deliberate strategic pivot (one-time restructuring charges, gross-margin pressure, GAAP loss and short-term volatility) alongside several strong growth signals: raised full-year revenue guide, rapid adoption of branded GLP-1 products (125k+ Wegovy shipments in six weeks and on track for >100k monthly subscribers), international revenue growth (~10x to $78M), positive operating cash flow ($89M) and deep investments in AI, labs and verticalized supply chain. Management expects accelerating EBITDA in H2 as monthly cohorts compound and efficiencies emerge. Given the substantial operational and commercial progress and the forward-looking guidance offsetting temporary accounting and margin noise, the positive operational momentum and upgraded outlook outweigh the short-term financial disruptions.

Company Guidance

Management raised 2026 revenue guidance to $2.8–$3.0 billion (up 19–28% YoY) and expects 2026 adjusted EBITDA of $275–$350 million (≈11% margin at the midpoint); Q2 revenue is guided to $680–$700 million (+25–28% YoY) with Q2 adjusted EBITDA $35–$55 million (≈7% margin at the midpoint). In Q1 the company reported $608 million revenue (+4% YoY), adjusted EBITDA $44 million (7% margin), GAAP net loss $92 million, cash from operations $89 million and free cash flow $53 million, with nearly 2.6 million subscribers (+9% YoY) and international revenue of ~$78 million (~10x YoY). Q1 gross margin was 65% (70% adjusted after ~$28M of one‑time gross‑margin impact) and the company incurred ~$33M of restructuring charges ($28M related to the compounded GLP‑1 supply chain, ~$5M to operations/support). Balance sheet and capital items noted $751M cash and short‑term investments and $225M remaining on the repurchase program; operational signals tied to the outlook include being on track to add north of 100,000 weight‑loss subscribers/month, >125,000 Wegovy shipments fulfilled in six weeks, ~90% of those users download the app and average 3 provider interactions in month one, 95% of testosterone customers saw increased levels within two months, and marketing as a percent of revenue improved 3 points to 36% in Q1.

Revenue Growth and Raised Full-Year Guidance

Q1 revenue grew 4% year-over-year to $608 million. Management raised 2026 revenue guidance to $2.8 billion–$3.0 billion (a 19%–28% YoY increase) and expects Q2 revenue of $680 million–$700 million (25%–28% YoY).

Subscriber and Engagement Momentum

Subscribers increased 9% YoY to nearly 2.6 million. Early adoption in weight-loss branded products is driving engagement: on-track to add north of 100,000 new weight-loss subscribers per month, ~90% of these users downloaded the app and the average new branded-subscriber interacted with a provider 3 times in the first month.

Strong Early Adoption of Branded GLP-1s (Novo Partnership)

Within six weeks of offering direct access to Novo Nordisk GLP-1 products, the company fulfilled more than 125,000 Wegovy shipments. Customers responded well to the Wegovy pill (noted affordability, efficacy and safety).

Adjusted EBITDA and Back-Half Acceleration

Q1 adjusted EBITDA was $44 million (7% adjusted EBITDA margin). Company expects full-year adjusted EBITDA of $275 million–$350 million (implying ~11% margin at midpoint) and anticipates a meaningful step-up in adjusted EBITDA dollars in Q3 and Q4 as monthly cohorts compound and operating leverage improves.

Strong Cash Flow and Balance Sheet

Q1 cash flow from operations was $89 million and free cash flow was $53 million. Available cash and short-term investments were $751 million at quarter end, with $225 million remaining on the share repurchase program.

Rapid International Expansion

International revenue was $78 million in Q1, representing nearly a tenfold increase year-over-year driven by acquisitions (ZAVA, Livewell). Management expects the Eucalyptus acquisition to close in H2 2026 to further expand presence across Australia, U.K., Germany, Japan and Canada.

Technology, AI and Data Investments

Built an AI organization (~40 members) and launched provider AI copilots and a Labs AI agent; AI weight-loss companion coming. Platform rearchitecture (no-code commercial engine, configurable clinical workflows, improved mobile/messaging) intended to accelerate new category launches and drive efficiency and personalization.

Clinical and Product Proof Points

Testosterone specialty: 95% of customers relying on Hims for testosterone support saw an increase in testosterone levels within two months. Completed acquisition of YourBio to enable at-home blood collection and deeper biomarker insights.

Hims & Hers Health (HIMS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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HIMS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 10, 2026	2026 (Q2)	-0.05 / -	0.17	―	―	―
May 11, 2026	2026 (Q1)	0.03 / -0.40	0.2	-300.00% (-0.60)
Feb 23, 2026	2025 (Q4)	0.04 / 0.08	0.11	-27.27% (-0.03)	―
Nov 03, 2025	2025 (Q3)	0.09 / 0.06	0.32	-81.25% (-0.26)	―
Aug 04, 2025	2025 (Q2)	0.15 / 0.17	0.06	183.33% (+0.11)
May 05, 2025	2025 (Q1)	0.12 / 0.20	0.05	300.00% (+0.15)
Feb 24, 2025	2024 (Q4)	0.11 / 0.11	0.01	1000.00% (+0.10)
Nov 04, 2024	2024 (Q3)	0.11 / 0.32	-0.04	900.00% (+0.36)	―
Aug 05, 2024	2024 (Q2)	0.04 / 0.06	-0.03	300.00% (+0.09)	―
May 06, 2024	2024 (Q1)	0.01 / 0.05	-0.05	200.00% (+0.10)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

HIMS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 11, 2026	$28.27	$29.14	+3.08%
Feb 23, 2026	$15.51	$15.46	-0.32%
Nov 03, 2025	$44.39	$42.79	-3.60%
Aug 04, 2025	$63.35	$55.52	-12.36%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.