HIMS Hims & Hers Health (HIMS) Q2 FY26 earnings call
Hims & Hers delivered strong Q2 FY26 results, driven by significant subscriber growth and accelerated domestic revenue, fueled by expanded weight loss offerings and international expansion. The company is strategically investing in AI to enhance customer experience and operational efficiency, and expanding into complex categories like testosterone and peptides. Despite short-term gross margin compression and negative cash flow due to these investments and the Eucalyptus acquisition, management remains confident in its long-term financial ambitions, leveraging a strengthened balance sheet and g
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HIMS operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | 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.