Companies

Hims & Hers Health Inc - Class A

NYSE: HIMS
$27.82
â–² $0.11 (+0.40%) today
Markets open · 3:02pm ET

Q2 2026 Earnings

Reported Aug 10, 2026, 4:08pm ET · SEC source
$-0.37
Miss −640.00%
EPS · est. $-0.05 GAAP

Includes $47.5 million in legal contingencies, $28.835 million in acquisition and transaction-related costs, $4.626 million in restructuring and other related charges, and $4.223 million change in fair value of liabilities

$753.2M
Beat +3.16%
Revenue · est. $730.1M
2 quarters
Consecutive EPS misses

Market Reaction

% change · around the report
0+3%+6%Aug 10Aug 11report 4:08pm ETearnings−0.2%+2.5%
0+3%+6%Aug 10Aug 11earnings−0.2%+2.5%
HIMS +2.5%S&P 500 −0.2%
0+3%+6%Aug 10Aug 11report 4:08pm ETearnings−0.3%+2.5%
0+3%+6%Aug 10Aug 11earnings−0.3%+2.5%
HIMS +2.5%NASDAQ −0.3%
−10%−5%0+5%Aug 10Aug 18report 4:08pm ETearnings−0.7%−11.3%
−10%−5%0+5%Aug 10Aug 18earnings−0.7%−11.3%
HIMS −11.3%S&P 500 −0.7%
−10%−5%0+5%Aug 10Aug 18report 4:08pm ETearnings−0.6%−11.3%
−10%−5%0+5%Aug 10Aug 18earnings−0.6%−11.3%
HIMS −11.3%NASDAQ −0.6%
−3.97%
Day of report
−1.77%
Next session
−10.23%
One week

Did HIMS Beat Earnings? Q2 2026 Results

Hims & Hers Health delivered a tale of two metrics in Q2 2026, posting revenue of $753.21 million, a 38.3% year-over-year gain that cleared the $730.12 million consensus by 3.16%, while its GAAP loss of $0.37 per share missed the $0.05 loss analysts had expected by 640%, weighed down by $47.50 million in legal contingencies, $28.84 million in acquisition and transaction-related costs, and $4.63 million in restructuring charges. The bottom-line damage traced directly to the company's strategic pivot away from compounded GLP-1 medications toward branded weight-loss drugs, a shift that compressed gross margin to 64% from 76% a year ago and swung GAAP net income from a $42.51 million profit to an $86.29 million loss. Options markets had anticipated a roughly 14% stock move around the print, and the divergence between a solid top line and a sharply wider loss gave investors plenty to weigh. Management raised full-year 2026 revenue guidance to $3.10 billion to $3.30 billion and guided Q3 revenue to $880 million to $900 million, reiterating 2030 targets of at least $6.50 billion in revenue.

Key Takeaways
  • Domestic revenue growth accelerated to 16% year-over-year
  • International business grew more than 17-fold, strengthened by the Eucalyptus acquisition closing in June
  • Subscribers grew 19% year-over-year to nearly 2.9 million
  • Monthly Revenue per Average Subscriber increased 21% to $92

“Hims & Hers is delivering a world-class health experience at a global scale and a reasonable price for the nearly 3 million people who rely on us for access to care. We're proving, quarter after quarter, that helping people feel great and delivering strong results aren't mutually exclusive.”

Hims & Hers CEO, on the earnings call

Forward Guidance & Outlook

For Q3 2026, the company expects revenue of $880 million to $900 million and Adjusted EBITDA of $75 million to $95 million (9%–11% margin). For full year 2026, the company raised revenue guidance to $3.1 billion to $3.3 billion and set Adjusted EBITDA guidance at $275 million to $325 million (9%–10% margin). Management reiterated 2030 long-term targets of at least $6.5 billion in revenue and $1.3 billion in Adjusted EBITDA.

HIMS YoY Financials

Q2 2026 vs Q2 2025 · SEC filings Q2 2025 Q2 2026
$0$300.0M$600.0M$544.8M$753.2MRevenue$416.2M$480.8MGross Profit
$0$300.0M$600.0MRevenueGross Profit

HIMS Revenue by Segment

Online Revenue$753.2M+38.0%
Wholesale Revenue

HIMS Revenue by Geography

United States$621.8M+16.0%
Rest of World$131.4M+1,641.0%

Figures from SEC filings and company reports. Not investment advice.