HIMS Hims & Hers (HIMS) Q1 FY26 earnings call
Hims & Hers executed a strategic pivot in its weight loss business, shifting focus to branded GLP-1 products, which is driving significant subscriber growth and reinforcing confidence in its 2030 financial targets. The company is investing heavily in technology, AI, and global expansion, anticipating near-term GAAP margin volatility but strong long-term growth and free cash flow generation. This quarter saw accelerated growth, particularly in international markets and new specialties, positioning the platform as a comprehensive health partner.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
HIMS operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | This call Mar 2026 Q1 FY26 | Change vs prior quarter |
|---|---|---|---|
| Subscribers | 2.5M+At the end of 2025, over 2.5 million subscribers on our platform were benefiting from our pursuit of this vision.Source: earnings call transcript | <2.6MIn the first quarter, revenue grew 4% year-over-year to $608 million, subscribers grew 9% year-over-year to nearly 2.6 million and adjusted EBITDA was $44 million, representing a 7% adjusted EBITDA margin.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.