Hims & Hers Health (HIMS) Investor presentation summary

Financial performance and outlook

• Q3'26 revenue $890M, +49% YoY; subscribers 2.9M and monthly revenue per average subscriber $105, +13% YoY.

• Q3'26 Adjusted EBITDA $82M, with a 9% margin; up 37% QoQ and margins expanded for the second consecutive quarter.

• FY26 guidance: revenue $3.13B–$3.15B, up 33%–34% YoY; Adjusted EBITDA $257M–$277M, ~9% margin.

• 2030 targets: revenue of at least $6.5B and Adjusted EBITDA of at least $1.3B.

Platform and growth strategy

• Platform strategy progresses from convenient on-demand care to data-informed personalization and an AI-supported loop across intake, treatment, and follow-up; AI support reaches 70% of weight loss customers.

• Expanded specialties and solutions support deeper customer relationships; the Hers segment is positioned to surpass $1B in annual revenue in 2026.

• Growth levers include more personalized care, expansion into new specialties and geographies, and strategic collaborations and investments.

• Acquisitions added capabilities in labs, peptide manufacturing, blood sampling, and international digital health markets, including through ZAVA and Eucalyptus.

International expansion and operations

• Q3'26 international revenue reached $233M, approximately 4x YoY; international revenue is targeted to reach a $1B annualized run rate in 2027.

• The platform expanded into Canada, Western Europe, Australia, and Japan through launches and acquisitions.

• U.S. facilities exceed 1M square feet, supporting lab testing, compounding, and increased sterile injectable capacity.

• Global operations include 1,600+ independent providers; all physicians on the platform are board-certified.