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Hims & Hers Health
Hims & Hers Health (HIMS) investor relations material
Hims & Hers Health Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary9 Nov, 2026
Executive summary
Q3 revenue rose 49% YoY to $890.4M; subscribers reached 2.788M, up 13% YoY, while gross margin fell to 57% from 74%.
Growth strategy focused on broader treatments and specialties, AI-enabled care, and international expansion; management prioritized durable growth over near-term subscriber gains.
Financial highlights
Q3 revenue was $890.4M, up 49% YoY; nine-month revenue rose 30% to $2.252B.
Q3 net loss was $33.0M versus net income of $15.8M YoY; operating loss was $66.1M.
Q3 Adjusted EBITDA was $82.4M versus $78.4M YoY, with a 9% margin versus 13%; nine-month Adjusted EBITDA was $187.0M versus $251.7M.
Q3 operating cash flow was $65.4M and Free Cash Flow was $26.0M; nine-month figures were $118.8M and $10.8M.
Q3 G&A rose 88% to $151.5M, including a $62.5M legal contingency accrual.
Outlook and guidance
FY26 revenue guidance was tightened to $3.13B–$3.15B; Adjusted EBITDA guidance was reduced to $257M–$277M, or an 8%–9% margin.
Q4 revenue guidance is $875M–$895M; Adjusted EBITDA guidance is $70M–$90M, or an 8%–10% margin.
FY26 international revenue is expected to be at least $650M, raised from prior guidance of $600M; positive FY26 Free Cash Flow is expected.
FY26 deferred membership revenue is expected to reduce revenue and Adjusted EBITDA by at least $20M; $18M of Q3 weight-loss membership revenue was deferred to Q4.
Q4 U.S. weight-loss marketing moderation may weigh on subscribers; marketing is expected to ramp ahead of Q1 seasonal demand, with subscriber growth expected to recover.
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Latest events from Hims & Hers Health
- Q3 growth and personalization support ambitious FY26 and 2030 financial targets.HIMS
Investor presentation - Q2 2026 revenue up 38–40% to $753M, nearly 3M subscribers, but net loss reached $86M.HIMSQ2 2026
- Directors, auditor, and executive compensation were approved; Q&A to be answered post-meeting.HIMSAGM 2026
- 2030 targets hinge on global expansion, specialty growth, and AI-driven platform leadership.HIMS2026 Evercore Global TMT Conference
- Rapidly scaling personalized health platform targets $6.5B+ revenue by 2030.HIMSInvestor presentation
- Q1 2026 revenue rose 4% to $608M, but net loss widened on restructuring and margin pressure.HIMSQ1 2026
- 2025 revenue up 59% to $2.35B, with strong subscriber and specialty growth, and robust 2026 outlook.HIMSQ4 2025
- Q2 revenue up 52% to $315.6M, net income $13.3M, 1.9M subscribers, and raised full-year guidance.HIMSQ2 2024
- 2024 revenue up 69% to $1.5B, net income $126M, 2025 guidance set at $2.3–$2.4B revenue.HIMSQ4 2024
Next Hims & Hers Health earnings date
Q4 202622 Feb, 2027
Hims & Hers Health
Next Hims & Hers Health earnings date
Q4 202622 Feb, 2027
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Hims & Hers: Bridging Gaps in Telehealth
Hims & Hers was founded in 2016 by Andrew Dudum and has grown into a ~$4 billion company in the telehealth industry in less than a decade.
Frequently asked questions
Healthcare for Him and Her
Hims & Hers Health, Inc. is an American company selling various medications and personal care products online. The company operates in an industry sometimes referred to as telehealth, and sells both prescriptions as well as over-the-counter drugs through its websites and online stores. The company is headquartered in San Francisco, California, and its shares are traded on the NYSE.
Filling a Demand
Founded in 2017 by Andrew Dudum, Jack Abraham, and Hilary Coles, "Hims & Hers" emerged from the growing demand to address specific health issues faced by men and women, which often went untreated due to stigma or lack of accessibility. The company initially began as "Hims", focusing on men's health concerns like hair loss and erectile dysfunction. By offering direct-to-consumer telehealth services, the platform provided a discreet way for men to access medical advice and treatments without a traditional doctor's visit. Recognizing a similar demand in women's health, the brand soon expanded to include "Hers", addressing issues like skincare and sexual health. The company's approach, emphasizing convenience, affordability, and discretion, quickly made it a leading name in the telehealth sector. Today, the company competes in the same sector as Teladoc and American Well, as well as with traditional pharmacies like CVS.
The Offerings
"Hims & Hers Health" offers distinct telehealth solutions tailored for men and women, addressing their unique health needs. In the "Hims" section, the emphasis is placed on concerns commonly faced by men. These include hair loss treatments, medications for erectile dysfunction, mental health resources, and skincare products. Through this platform, men have the opportunity to seek professional consultations and procure FDA-approved treatments discreetly. The "Hers" section, on the other hand, is dedicated to addressing women's health issues. It provides resources for hormonal imbalances, offers a variety of birth control options, and has skincare and hair care products as well. Additionally, it offers services related to sexual wellness and general well-being.
The Business Model
At its core, the platform connects users with licensed medical professionals for online consultations. Following these consultations, if a prescription is deemed necessary, the company offers the convenience of fulfilling these prescriptions directly through its integrated online pharmacy, ensuring a streamlined process from consultation to medication delivery. Additionally, the company has a portfolio of over-the-counter products available for purchase, further diversifying its product offerings. Hims & Hers also offers various types of subscription-based services, ensuring regular deliveries of specific products or medications.