Hims & Hers Health Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
12.0%projected annual EPS growth
Analyst Coverage
13analysts covering
FY Revenue (est.)
$3.2Bnext fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 2 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Total Subscribers Quarterly2.6MTarget: Scale to tens of millions of subscribers long-term
Personalized Subscribers Quarterly1.7MTarget: Increase penetration of customized, data-driven treatment plans
Average Monthly Revenue per Subscriber Quarterly80.0Target: Stabilize and expand through cross-selling and new specialties
Adjusted EBITDA Margin Quarterly7.0%Target: 11% to 12% for full-year 2026
Watch Items
- Regulatory and Legal Scrutiny on Compounded GLP-1 OfferingsTrigger: FDA removal of GLP-1 drugs from shortage list or adverse court rulings in patent lawsuitsAction: Accelerate transition to branded partnerships (e.g., Novo Nordisk, Eli Lilly) and scale non-GLP-1 specialties
- Eucalyptus Integration and International Margin DragTrigger: International gross margin compression exceeding 300-400 bps without offsetting revenue scaleAction: Optimize marketing spend in Australia/UK and leverage verticalized physical infrastructure to lower cost-to-serve
- Gross Margin Compression from Specialty PivotTrigger: Gross margin falling below 65% on a structural basisAction: Re-evaluate pricing models, membership structures, and fulfillment efficiencies across weight loss and diagnostics
Research as of 2 Sep 2026