$HIMS

Hims & Hers Health GAAP EPS of $0.08 beats by $0.03, revenue of $617.82M in-line
Q4 GAAP EPS of $0.08 beats by $0.03.
Revenue of $617.82M (+28.4% Y/Y) in-line.
Financial Outlook
Hims & Hers is providing the following guidance:
For the first quarter 2026, we expect:
Revenue of $600 million to $625 million vs consensus of $652.59M.
Adjusted EBITDA of $35 million to $55 million, reflecting an Adjusted EBITDA margin of 6% to 9%.
For the full year 2026, we expect:
Revenue of $2.7 billion to $2.9 billion vs consensus of $2.71B.
Adjusted EBITDA of $300 million to $375 million, reflecting an Adjusted EBITDA margin of 11% to 13%.
Hims & Hers beats on bottom line in Q4, but Q1 2026 revenue guidance disappoints
Although Hims & Hers Health (HIMS) beat on the top line in its Q4 2025 financial results, its Q1 2026 revenue guidance fell below the consensus.
The telemedicine provider sees Q1 revenue of $600-$625M. Consensus is $652.59M. For full-year 2026, revenue is projected at $2.7B-$2.9B. Consensus is $2.71B.
Hims & Hers Health was helped in the quarter by a ~28% year-over-year increase in revenue to ~$617.8M. Year-over-year, subscribers increased 13% to ~2.5M.
The company ended 2025 with cash, cash equivalents, and short-term available-for-sale investments of $449.2M compared to ~$300.3M on Dec. 31, 2024.