The earnings call highlights strong revenue growth, international expansion, and technological advancements, signaling a positive outlook for the company's future. However, challenges such as the decline in GLP-1 subscribers and increased costs present hurdles. The balance of positive growth metrics against operational challenges results in a mixed sentiment.

Company Guidance -

Q3 2025

During the Hims & Hers Second Quarter 2025 Earnings Call, the company provided substantial guidance and metrics indicating positive momentum and future growth strategies. The company reported a year-over-year revenue growth of 73%, reaching $545 million, with an adjusted EBITDA margin exceeding 15%. They serve over 2.4 million subscribers, with nearly 1.5 million receiving personalized treatments. Customer retention is strong, particularly in their weight loss specialty, where only 25% discontinued treatment after six months, contrasting with an 80% discontinuation rate in some studies. Looking ahead, Hims & Hers plans to expand into new specialties like hormonal health and longevity, aiming for a 2030 revenue target of at least $6.5 billion and adjusted EBITDA of $1.3 billion. The acquisition of a blood testing lab will support these expansions, and the company anticipates entering the Canadian market in 2026 with a focus on weight loss. International expansion is also a priority, with the recent acquisition of ZAVA to facilitate entry into European markets. The company aims to leverage AI and technology to enhance personalization and efficiency, envisioning a future where its platform evolves from treating conditions to preventing them.

Record Revenue Growth

Revenue grew 73% year-over-year to $545 million, with an adjusted EBITDA margin north of 15%. Subscribers increased by 73,000 quarter-over-quarter to over 2.4 million, reflecting a year-over-year growth rate of 31%.

Strong Subscriber Retention

In the weight loss specialty, subscribers on a personalized treatment plan reported losing an average of 10.3% of their body weight, with only a 25% discontinuation rate at 6 months compared to 80% in other studies.

International Expansion

Closed acquisition of ZAVA, expanding presence in the U.K. and other strategic markets such as Germany, Ireland, and France. Plans to enter Canada in 2026 with a focus on a holistic weight loss program.

Technological Advancements

Introduction of Mo Elshenawy as the new CTO to enhance technology-first healthcare platform with investments in AI and data to improve patient care and engagement.

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
Nov 10, 2025	2025 (Q3)	0.10 / -	0.32	―	―	―
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)
Feb 26, 2024	2023 (Q4)	-0.02 / 0.01	-0.05	120.00% (+0.06)
Nov 06, 2023	2023 (Q3)	-0.04 / -0.04	-0.09	55.56% (+0.05)
Aug 07, 2023	2023 (Q2)	-0.05 / -0.03	-0.1	70.00% (+0.07)

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
Aug 04, 2025	$63.35	$55.52	-12.36%
May 05, 2025	$41.88	$49.47	+18.12%
Feb 24, 2025	$51.31	$39.86	-22.32%
Nov 04, 2024	$20.76	$20.64	-0.58%

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.