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Just reported
Q3 2026 results
From Hims & Hers Health's results release of 2026年11月9日; its quarterly report has since been filed.
Revenue
Actual
$890.4M
+49% y/y
+18% q/qGuided
$890M
midpoint
Within guide0.0%EPS, GAAP
Actual
-$0.14
Guided
—
No guide given
Operating income, GAAP
Actual
-$66.1M
Guided
—
No guide given
Company outlook
Q4 2026
- Revenue$875M – $895M+43% y/y First given
Full year 2026
- Revenue$3.13B – $3.15B+34% y/y Lowered -1.9%
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
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どうやって稼いでいるか
- Sales to customers in the United States87%
- Sales to customers outside the United States13%
売上構成比はquarter ended March 31, 2026の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか5
Prescription treatments
Medicines prescribed by clinicians for conditions including sexual health, hair loss, hormone health, weight loss, skin conditions, and mental health. Prescriptions may be filled by company-owned or partner pharmacies.
Weight-loss care and medicines
Weight-loss medicines, including access to branded medicines and, on a limited scale, compounded medicines, with a membership that can include ongoing clinician support.
Non-prescription products
Products such as skin care, hair care, sexual wellness products, cosmetics, and supplements, sold under Hims & Hers or co-branded with manufacturers.
さらに2件を表示
Laboratory testing
Testing services that measure health markers and provide results to support health assessments and follow-up care with clinicians.
Telehealth consultations and follow-up care
Remote consultations with licensed healthcare professionals, who assess customers and may prescribe medication or provide ongoing care.
誰が買っているか3
- Consumers who buy prescription treatments and related care directly through Hims & Hers websites and apps; many choose recurring subscriptions and are billed when products ship or services are provided.
- Consumers who make one-time purchases through the websites, apps, or retail stores.
- Retail partners that buy or sell Hims & Hers non-prescription products in stores and on third-party websites.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1In the United States, clinical care depends on contractual relationships with independent affiliated medical groups, which retain control over medical decisions.
- 2Fulfilling prescriptions depends on licensed company-owned and partner pharmacies, product manufacturers, and suppliers.
- 3The business depends on access to the internet, cloud and payment providers, and systems that handle sensitive customer health information.
- 4Selling and fulfilling medicines, compounded drugs, and laboratory tests depends on healthcare, pharmacy, product-safety, and privacy rules in each market.
うまくいかなくなる可能性
- 1Regulators may restrict compounded medicines, including weight-loss drugs. The company received warning letters concerning promotion of compounded products, and the United States Food and Drug Administration said it intended to restrict certain ingredients for mass-marketed compounded drugs.
- 2Changes in telehealth and medical-practice rules could disrupt the company’s arrangements with affiliated medical groups or limit how clinicians assess patients and prescribe medicines.
- 3A data breach or failure to comply with changing privacy laws could expose sensitive health information, trigger penalties or lawsuits, and damage customer trust.
Hims & Hers Health, Inc.について
Customers use Hims & Hers websites and apps to find treatments, answer health questions, and connect with licensed healthcare professionals. When appropriate, clinicians prescribe medication, which Hims & Hers or other licensed pharmacies ship to customers; customers can also buy non-prescription products and laboratory testing. In the United States, independent medical groups make clinical decisions, while Hims & Hers provides administrative and technology services. It had 2.891 million subscribers (June 30, 2026, high), meaning customers with recurring billing; monthly revenue per average subscriber was $92 (three months ended June 30, 2026, high), a measure that also includes revenue from one-time purchases.
- 本社
- San Francisco, California
- 設立
- 2017
- 従業員数
- 2,442 (December 31, 2025, high)
- 上場市場
- NYSE
- 決算期
- December 31
Hims & Hers Health, Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。
