Hims & Hers - FY2026 Q3 Earnings
$HIMS $21.69 [-5.60% AH]
❌ Revenue: $890.4M (Est: $893.4M) [+49% YoY]
❌ EPS: $0.03 (Est: $0.07), adjusted, my calc, GAAP EPS -$0.14
Additional Metrics:
✅ Adjusted EBITDA: $82.4M (Est: $82.2M) [+5% YoY]
Adjusted EBITDA Margin: 9.3%, year-ago 13.1%
Gross Margin: 57%, year-ago 74%
Adjusted Net Income: $6.5M [-68% YoY]
GAAP Net Loss: $33.0M, year-ago income $15.8M
Subscribers: 2.79M [+13% YoY]
Monthly Revenue per Average Subscriber: $105 [+30% YoY]
Operating Cash Flow: $65.4M [-56% YoY]
Free Cash Flow: $26.0M [-67% YoY]
Cash and Short-Term Investments: $712.2M
Geographic Revenue:
United States: $657.1M [+21% YoY]
Rest of World: $233.3M [+321% YoY]
Q4 2026 Guidance:
❌ Revenue: $875-895M (Est: $961.2M)
❌ Adjusted EBITDA: $70-90M (Est: $103.9M)
FY2026 Guidance:
❌ Revenue: $3.13-3.15B (Est: $3.22B) (Prior: $3.1-3.3B)
✅ Adjusted EBITDA: $257-277M (Est: $264.5M) (Prior: $275-325M)
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