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Hims & Hers Health (HIMS)
NYSE:HIMS
Earnings Data
Report Date
May 11, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.03Last Year’s EPS
0.2Same Quarter Last Year
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial momentum and financial improvement: robust top-line growth (Q4 +28%, FY +59%), expanding profitability (adjusted EBITDA +~80%), growing subscriber base (>2.5M) and meaningful cash generation. Management emphasized rapid product launches, diagnostic and hormonal early successes, and aggressive international expansion via acquisitions. Offsetting these positives are near-term headwinds from fulfillment timing ($65M Q1 revenue timing impact), margin pressure from investments and international mix, regulatory uncertainty around compounded GLP-1s, and sizable acquisition-related commitments. Overall, fundamentals and strategic investments appear to outweigh the near-term risks, though execution and regulatory outcomes will be key to sustaining the trajectory.Company Guidance
Strong Revenue Growth
Revenue of $618M in Q4 2025, up 28% year-over-year; full-year 2025 revenue $2.35B, up 59% year-over-year.
Subscriber Scale and Engagement
Platform exceeded 2.5 million subscribers at year-end 2025; ~65% (≈1.6M) of subscribers use a personalized treatment; monthly revenue per average subscriber increased 11% year-over-year to $83 in Q4.
Profitability and Cash Generation
Adjusted EBITDA of $318M for 2025, up nearly 80% year-over-year, with full-year adjusted EBITDA margin expanding ~2 percentage points to 14%; net income increased to $128M for the year; operating cash flow of $300M and free cash flow of >$57M for 2025; cash, short-term and long-term investments of $929M at year-end.
High-Value Specialty Performance
Weight loss offering reached a $100M revenue run rate in under 7 months (excluding compounded GLP-1s); weight loss subscribers grew >70% year-over-year in Q4; typical consumer weight loss reported ~22 lbs (oral) and ~29 lbs (injectable GLP-1) in the first year.
Diagnostic and Hormonal Early Wins
Labs launch provides 130+ biomarkers with app delivery; ~70% of Labs customers identify an actionable area of risk that can be treated on the platform; >95% of testosterone support users experienced increased testosterone within 2 months with an average increase >80%.
International Expansion Momentum
International revenue grew ~400% year-over-year to $134M in 2025; acquisitions (ZAVA, Livewell, pending Eucalyptus) extend presence to U.K., Germany, France, Ireland, Spain, Canada, Australia and Japan; guidance anticipates at least $200M of international revenue in 2026 and expectation that international business (inclusive of Eucalyptus) can break even within 12–18 months.
Operational and Strategic Investments
Invested >$300M in facilities over 3 years, >$225M discretionary CapEx in 2025 to expand operations to >1M sq ft across pharmacy, labs and R&D; deployed ~ $330M in acquisition consideration in 2025; acquisition of YourBio (~$150M, closed 2026) to enable at-home microneedle blood sampling.
Marketing and Acquisition Efficiency
Marketing as a percentage of revenue improved to 39% in 2025, a 7 percentage-point improvement year-over-year, with increasing gains from lower-cost and non-paid acquisition channels; company invested in a Super Bowl ad expected to drive awareness and payback within one year.
HIMS Earnings History
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 |
|---|---|---|---|
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% |
May 05, 2025 | $41.88 | $49.47 | +18.12% |
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.
FAQ
When does Hims & Hers Health (HIMS) report earnings?
Hims & Hers Health (HIMS) is schdueled to report earning on May 11, 2026, TBA (Confirmed).
What is Hims & Hers Health (HIMS) earnings time?
Hims & Hers Health (HIMS) earnings time is at May 11, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is HIMS EPS forecast?
HIMS EPS forecast for the fiscal quarter 2026 (Q1) is 0.03.
