Hims & Hers Health (NYSE: HIMS) Q2 2026 Earnings Preview for Monday August 10 After Market Close With Koyfin Consensus Estimates of $730.12 Million Revenue (+20% YoY), $47.26 Million EBITDA (+7% YoY), and $0.11 Adjusted Diluted EPS; Analyst Focus on the Peptide-Compounding Revenue Trajectory (Leerink Estimates $440 Million Peptide Sales in 2026 Representing Roughly 15% of the Projected 2026 Revenue Midpoint) and the Post-PCAC Investor Narrative Following the July 23-24 FDA Advisory Panel 6-of-7 Vote Recommending BPC-157, KPV, TB-500, MOTS-c, Semax, and Epitalon for the Section 503A Bulks List (DSIP Rejected)
Hims & Hers Health (NYSE: HIMS) reports Q2 2026 earnings Monday August 10, 2026 after market close, with a live conference call scheduled for 5:00 PM ET. Koyfin consensus estimates: revenue of $730.12 million (+20% year-over-year), $47.26 million EBITDA (+7% YoY), and $0.11 adjusted diluted EPS. Analyst focus areas beyond the top-line numbers: the peptide-compounding revenue trajectory following the July 23-24 FDA Pharmacy Compounding Advisory Committee (PCAC) 6-of-7 vote recommending BPC-157, KPV, TB-500, MOTS-c, Semax, and Epitalon for the Section 503A Bulks List (DSIP was rejected); the branded GLP-1 supply migration through the Novo Nordisk Wegovy/Ozempic and Eli Lilly Zepbound/Mounjaro commercial partnerships since Q1 2026; and management commentary on the FDA rulemaking timeline (typically 12-24 months per PCAC-recommended substance) that gates when the July 23-24 PCAC recommendation actually translates into new compounded-peptide revenue lines. Leerink analysts estimate Hims peptide sales at approximately $440 million in 2026, representing roughly 15% of the projected 2026 revenue midpoint; Truist analysts have cautioned that substantial peptide revenue is unlikely before 2028 even with the PCAC advisory support. Chief Medical Officer Dr. Anant Vinjamoori's July 23 PCAC public-comment testimony (which reportedly moved several undecided panelists on the harm-reduction argument for legal 503A compounded peptides) added a public-facing dimension to the Hims peptide strategy that will likely be referenced on the earnings call.