earnings
confidence high
sentiment positive
materiality 0.85
Hims & Hers Q3 revenue $599M (+49% YoY), Adj. EBITDA $78.4M; narrows FY25 guidance
Hims & Hers Health, Inc.
2025-Q3 EPS
reported $0.43
vs consensus $0.11
▲ beat
(+304.5%)
- Q3 revenue $599M (+49% YoY), net income $15.8M (prior-year $75.6M included $60.8M tax benefit)
- Adj. EBITDA $78.4M (+53% YoY); subscribers 2.47M (+21% YoY); monthly online revenue per subscriber $80 (+19% YoY)
- Gross margin 74% vs 79% YoY, hit by shorter shipping cadences for weight-loss offerings
- FY25 revenue guidance narrowed to $2.34-2.36B, Adj. EBITDA guidance $307-317M
- Entering testosterone, menopause care; discussions with Novo Nordisk for Wegovy; GRAIL investment