Hims & Hers is executing a high-stakes strategic pivot toward compounded GLP-1 offerings, evidenced by a 38.2% YoY revenue surge to $753.2M in 2026Q2, but this shift has compressed gross margins to 63.8% and swung operating income to a -$97.2M loss.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue accelerated 38.2% YoY to $753.2M in 2026Q2, but gross margin compressed to 63.8% from 73.8% a year earlier, and operating income swung to a -$97.2M loss as SG&A consumed 56.8% of revenue.
Hims & Hers provides 100% online access to expert-backed healthcare services, including weight loss care, ED treatment, and lab testing.
The company offers personalized health solutions for men, including medical consultations, prescriptions, and delivery, enhancing user experience.
Hims & Hers has demonstrated breakout performance with triple-digit growth, driven by rising personalized offerings and disciplined execution.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 10, 2026 | -$0.37-643.1% vs -$0.05 | $753M+7.8% vs $699M |
Q2 2026 May 11, 2026 | -$0.40-1676.7% vs $0.03 | $608M-1.4% vs $617M |
Q1 2026 Feb 23, 2026 | $0.07+250.0% vs $0.02 | $618M-0.2% vs $619M |
Q4 2025 Nov 3, 2025 | $0.06-33.3% vs $0.09 | $599M-3.1% vs $618M |
Hims & Hers Health is leveraging a high-growth, subscription-based digital platform to provide personalized treatments for weight loss and sexual health. Intuitive Surgical maintains a dominant market position with a massive installed base of robotic-assisted surgical systems and high net margins.
On Friday, Eli Lilly And Co. (NYSE:LLY) and Hims & Hers Health Inc. (NYSE:HIMS) announced a collaboration to broaden patient access to obesity medications Zepbound and Foundayo through the digital health platform.
Hims & Hers Health gears up for Q3 earnings, with weight loss demand, international expansion and subscriber growth fueling revenues despite margin pressures.
As part of the agreement, Hims said it won't compound GLP-1 medications like Zepbound in the future.
Benchmark HIMS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Hims & Hers Health, Inc. (HIMS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $26.00 | $5.8B | -42.42 | 59% | -5.51% | -30.03% | — | |
| $8.77 | $1.58B | -10.30 | -1.54% | -6.27% | -11.63% | — | |
| $32.51 | $6.08B | 43.70 | 13.05% | 21.12% | 14.81% | — | |
| $8.76 | $164.38M | 35.77 | 18.78% | 4.66% | 3.6% | — | |
| $245.01 | $176.55B | 126.51 | 35.82% | 10.67% | 3.15% | 1.13% | |
| $40.31 | $179B | 10.58 | 6.43% | 33.94% | 54.09% | 4.3% |
Hims & Hers Health, Inc. (HIMS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Hims & Hers Health, Inc. (HIMS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 10, 2026·SEC
Jul 17, 2026·SEC
Jul 1, 2026·SEC
Feb 23, 2026·SEC
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Hims & Hers Health, Inc. (HIMS) stock FAQ — growth, dividends, profitability & financials explained
Hims & Hers Health, Inc. (HIMS) reported $2.58B in revenue over the trailing twelve months. Revenue was $2.35B in fiscal year 2025. That is 2744% more than the $82.6M of fiscal year 2019.
Hims & Hers Health, Inc. (HIMS) grew revenue by 28.0% over the trailing twelve months, compared with the twelve months before.
No. Hims & Hers Health, Inc. (HIMS) reported a net loss of $142.0M over the trailing twelve months.
Hims & Hers Health, Inc. (HIMS) had a return on equity (ROE) of -30.0% over the trailing twelve months. A negative ROE means the company lost money over the period.
Hims & Hers Health, Inc. (HIMS) generated $89.9M in free cash flow over the trailing twelve months.
