One customer — 10% of receivables (December 31, 2025)
“As of December 31, 2025, one customer or partner individually represented more than 10% of accounts receivable.”
4 customers — 10% of receivables (December 31, 2024)
“As of December 31, 2024, four customers or partners individually represented more than 10% of accounts receivable.”
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hims and hers reported revenue of 890 million, up 49% year-over-year, and adjusted EBITDA of $82 million, but reduced 2026 adjusted EBITDA guidance to $257 to $277 million.
Hims & Hers reported revenue of 890,373 for the three months ended September 30, 2026, up 49%, but posted a net loss of 33,040 versus net income of 15,774 in 2025. Free Cash Flow fell to 25,974 from 79,364.
Hims & Hers Health, Inc. appointed Andrew Huberman to its board on November 4, 2026, effective immediately. Hims, Inc. signed a two-year advisory agreement with him paying $3,500,000 annually and a Scicomm Media marketing agreement paying $5,000,000 annually.
Hims & Hers Health, Inc. reported third-quarter revenue of $890.4 million, up 49% year-over-year. It tightened full-year 2026 revenue guidance to $3.13 billion to $3.15 billion and reduced Adjusted EBITDA guidance to $257 million to $277 million.
Hims & Hers Health, Inc. appointed Jonathan M. Franklin principal accounting officer effective October 9, 2026, succeeding Irene Becklund; his annual base salary is $425,000, with a $150,000 signing bonus and $3,000,000 restricted stock unit grant.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Q3 revenue grew 49%, including more than 300% international growth, while adjusted EBITDA grew 37% quarter-over-quarter. The company generated $26 million of free cash flow, held over $710 million of cash and investments, expects positive full-year free cash flow, and raised its international revenue expectation, although it reduced full-year adjusted EBITDA guidance. Gross margin fell to 57%, the company reported a $33.0 million net loss and lower free cash flow than a year earlier, and management expects additional subscriber headwinds in Q4.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
We forecast Q3 2026 revenue of $894.6M for Hims & Hers Health, in line with the $892.8M consensus and the top half of the $880M to $900M guide, with adjusted EBITDA of $88.0M. The bigger test is Q4, where consensus sits above what the full-year guide implies.
Hims & Hers closed at $32.84, off 50.4% from its 52-week high, with short interest at 26.4% of shares outstanding and the steepest positioning in the comp set against a +59.0% TTM revenue base and a 10%–12% full-year adjusted EBITDA guide — the next quarter decides whether the multiple re-rates with subscriber growth or compresses further on the 6% ARPU slide.
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | 104.6M | Six Months Ended June 30, 2026 | — |
| Adjusted EBITDA margin non-GAAP | 8% | Six Months Ended June 30, 2026 | — |
| Free Cash Flow non-GAAP | -15.16M | Six Months Ended June 30, 2026 | — |
| Monthly Revenue per Average Subscriber | $92 | Three Months Ended June 30, 2026 | — |
| Subscribers (end of period) | 2.89M | Three Months Ended June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
HIMS
this stock
Hims & Hers Health, Inc.
|
$4.62B | -39.2% | +59.0% | — | 22.0% |
|
TAK
Takeda Pharmaceutical Co Ltd
|
$68.47B | +37.5% | — | — | 0.1% |
|
GALDY
Galderma Group AG
|
$53.23B | +10.1% | — | — | 0.0% |
|
TEVA
Teva Pharmaceutical Industries Ltd
|
$51.92B | +42.6% | +4.3% | 101.1 | 2.4% |
|
JHPCY
Jiangsu Hengrui Pharmaceuticals Co., Ltd.
|
$40.66B | — | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Hims & Hers Health, Inc. reported third-quarter revenue of $890.4 million, up 49% year-over-year. It tightened full-year 2026 revenue guidance to $3.13 billion to $3.15 billion and reduced Adjusted EBITDA guidance to $257 million to $277 million.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HIMS | -24.1% | -29.7% | -17.3% | -28.7% | -39.2% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -26.7% | -28.6% | -17.8% | -28.5% | -49.9% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
