Q2 26 EPS GAAP
$-0.37
MISS 640.00%
Est. $-0.05
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
Q2 26 Revenue
$753.2M
BEAT +3.16%
Est. $730.1M
vs S&P Since Q2 26
-1.7%
TRAILING MARKET
HIMS -1.9% vs S&P -0.2%
Market Reaction
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 … Read more 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 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, source: SEC Filings
HIMS Revenue by Segment
With YoY comparisons, source: SEC Filings
HIMS Revenue by Geography
With YoY comparisons, source: SEC Filings
“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.”
— Andrew Dudum, Q2 2026 Earnings Press Release
HIMS Earnings Trends
HIMS vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
HIMS EPS Trend
Earnings per share: estimate vs actual
HIMS Revenue Trend
Quarterly revenue: estimate vs actual
HIMS Quarterly Results
7 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 MISS 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 | $-0.05 | $-0.37 | -640.00% | $753.2M | +3.16% |
| Q1 26 MISS | $0.03 | $-0.40 | -1,266.18% | $608.1M | -1.42% |
| Q4 25 BEAT FY | $0.04 | $0.08 | +92.31% | $617.8M | +0.09% |
| FY Full Year | $0.47 | $0.51 | +8.46% | $2.35B | +0.03% |
| Q3 25 MISS | $0.10 | $0.06 | -41.00% | $599.0M | +3.30% |
| Q2 25 MISS | $0.23 | $0.17 | -25.83% | $544.8M | -1.31% |
| Q1 25 MISS | $0.23 | $0.20 | -12.32% | $586.0M | +8.84% |
| Q2 22 MISS | $-0.09 | $-0.10 | -11.11% | $113.6M | +9.32% |