Hims & Hers Posts $753M in Q2 Revenue, Debuts Full-Year Outlook at $3.1B–$3.3B
HIMS has more than doubled off its 52-week low of $13.74.
Summary
Hims & Hers reported Q2 2026 revenue of $753 million (up 38% YoY) and issued its first full-year revenue guidance of $3.1–$3.3 billion, but gross margin fell to 64% and the company posted a net loss of $86 million amid acquisition and legal costs.
Key Events · Earnings and Guidance · HIMS
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Q2 Revenue Jumps 38% to $753M
Revenue reached $753.2 million, up from $544.8 million a year ago, with international revenue surging over 17-fold to $131.4 million following the Eucalyptus acquisition.
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First Full-Year Guidance Issued
Management initiated 2026 revenue guidance of $3.1–$3.3 billion and Adjusted EBITDA guidance of $275–$325 million, implying an 8% margin at the midpoint.
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Gross Margin Compresses to 64%
Gross margin fell to 64% from 76% YoY, driven by restructuring charges related to the weight loss offering shift and the dilutive impact of the Eucalyptus acquisition.
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Net Loss of $86M Despite Revenue Growth
The company swung to a net loss of $86.3 million from net income of $42.5 million a year ago, pressured by a $47.5 million legal contingency charge and higher operating expenses.
Analysis · HIMS · Industrial Applications And Services
A mixed quarter for Hims & Hers: revenue surged 38% to $753 million, fueled by a 17-fold leap in international revenue following the Eucalyptus acquisition, yet gross margin compressed sharply to 64% from 76% a year ago, and the company swung to a net loss of $86 million. The first-ever full-year revenue guidance of $3.1–$3.3 billion signals management's confidence in sustained growth, but the margin deterioration and a $47.5 million legal contingency charge tied to the FTC/state lawsuit raise questions about near-term profitability. Against a backdrop of recent convertible note issuance and an ongoing regulatory overhang, these results show a company investing heavily for scale while absorbing acquisition and legal costs.
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At the time of this filing, HIMS was trading at $31.31 on NYSE in the Industrial Applications And Services sector, with a market capitalization of approximately $7.4B. The 52-week trading range was $13.74 to $65.30. This filing was assessed with neutral market sentiment and an importance score of 8 out of 10.