Hims & Hers Health (NYSE: HIMS) Q2 2026 Earnings Print After Market Close Monday August 10 With Revenue of $753.2 Million (+38% Year-Over-Year, Beating Consensus of $698.9 Million); US Revenue $621.8 Million (+16%), International Revenue $131.4 Million (+17-Fold YoY Aided by Eucalyptus Acquisition Completed June); Subscribers Reached Approximately 2.9 Million (+19% YoY); Full-Year 2026 Guidance Raised to $3.1-3.3 Billion in Revenue and $275-325 Million in Adjusted EBITDA; Net Loss of $86.3 Million Versus $42.5 Million Net Income in Q2 2025 With Gross Margin Compressed to 64% From 76% Year-Ago on the Compounded-to-Branded GLP-1 Pivot; FTC Lawsuit Filed July 29 Alleging Consumer Health-Data Sharing With Meta and Snap Remains Substantive Overhang
Hims & Hers Health (NYSE: HIMS) reported Q2 2026 earnings after market close Monday August 10, 2026. Revenue reached $753.2 million (+38% year-over-year), beating consensus of $698.9 million. US revenue was $621.8 million (+16% YoY); international revenue climbed to $131.4 million (+17-fold year-over-year) aided by the completion of the Eucalyptus acquisition in June 2026. Subscribers grew to approximately 2.9 million (+19% YoY). The company raised full-year 2026 guidance to $3.1-3.3 billion in revenue and $275-325 million in Adjusted EBITDA. Net loss was $86.3 million versus $42.5 million net income in Q2 2025 as gross margin compressed to 64% from 76% year-ago; the compression reflects the strategic pivot from compounded GLP-1s (higher margin) to branded GLP-1 supply (lower margin) through Novo Nordisk (Wegovy, Ozempic) and Eli Lilly (Zepbound, Mounjaro) commercial partnerships since Q1 2026. The FTC lawsuit filed July 29 alleging the company shared consumer sensitive health information with Meta Platforms and Snap Inc. through embedded tracking technologies and separately alleging unauthorized billing charges (with Los Angeles County and Utah as co-plaintiffs) remains a substantive overhang. Chief Medical Officer Dr. Anant Vinjamoori's July 23 PCAC harm-reduction testimony framing continues to shape the post-PCAC peptide-strategy narrative.