NYSE$HIMS

Hims & Hers Health Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported revenue increased by 46% year-over-year, net income was $11.1 million, and subscribers grew to 1.7 million.

Hims & Hers Health, Inc. reported strong first quarter 2024 financial results with revenue of $278.2 million, a 46% increase year-over-year. The company achieved a net income of $11.1 million and subscriber growth to 1.7 million. They also raised full year 2024 guidance to a range of $1.20 billion to $1.23 billion.

  • Revenue reached $278.2 million, up 46% year-over-year.
  • Net income was $11.1 million, a significant improvement from the previous year's net loss.
  • Subscribers increased to 1.7 million, a 41% year-over-year growth.
  • Adjusted EBITDA was $32.3 million, compared to $6.1 million in the first quarter of 2023.

Headline financials

Total Revenue

$278M

Previous: $191M+45.8%
EPS

$0.05

Previous: -$0.05+200.0%
Subscribers

1.7M

No prior period
Monthly Online Rev per Avg Sub

$55.00

No prior period
Capital Expenditures

-$14M

No prior period
Free Cash Flow

$11.1M

Previous: -$10.1M+210.5%
Net Income

$11.1M

Previous: -$10.1M+210.5%
Operating Income

$9.9M

Previous: -$11.3M+187.9%
Gross Profit

$229M

Previous: $153M+49.3%
R&D Expense

$15.3M

No prior period
Stock-Based Comp

$19M

Previous: $14.2M+34.3%

Revenue & EPS history

Hims & Hers · Revenue · Quarterly

$278M

Q1 2024+45.8%vs Q1 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Hims & Hers · $227M total across 2 segments · Q3 2023

  • Online Revenue
    $220M+57.1%
  • Wholesale Revenue
    $7.03M+39.1%

Forward guidance

Hims & Hers provided revenue and Adjusted EBITDA guidance for Q2 2024 and full year 2024.

Tailwinds

  • Revenue of $292 million to $297 million is expected for the second quarter 2024.
  • Adjusted EBITDA of $30 million to $35 million is expected for the second quarter 2024.
  • Adjusted EBITDA margin of 10% to 12% is expected for the second quarter 2024.
  • Revenue of $1.20 billion to $1.23 billion is expected for the full year 2024.
  • Adjusted EBITDA of $120 million to $135 million is expected for the full year 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+2.5%

Avg return

Earnings day

+3.8%

Avg return

5 days after

+12.2%

Avg return

30 days after

50%

13 / 26 earnings

Positive

+41.1%

Q4 2023

Best reaction

-22.3%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.0%-11.4%
Q4 2025-2.8%-6.4%+34.5%
Q3 2025-3.6%-7.6%-9.8%
Q1 2025+18.5%+24.1%+26.0%
Q4 2024-22.3%-12.1%-37.8%
Q3 2024+1.4%+15.0%+66.6%
Q2 2024-4.0%-9.2%-16.9%
Q1 2024+9.7%+9.1%+93.2%
Q4 2023+41.1%+37.8%+65.3%
Q3 2023+7.6%+5.1%+37.3%
Q2 2023-8.7%-11.7%-15.2%
Q1 2023-11.5%-10.2%-23.9%
Q4 2022+15.4%+6.0%+2.7%
Q3 2022+30.1%+37.2%+64.7%
Q2 2022-3.4%+9.2%-0.6%
Q1 2022-13.0%-13.5%+5.3%
Q4 2021+8.0%+20.5%+19.8%
Q3 2021-7.0%-1.3%-26.3%
Q2 2021+7.0%-4.7%+11.1%
Q1 2021+13.7%+44.9%+33.1%
Q2 2020-8.4%-7.2%-21.9%
Q4 2020-7.5%-15.4%-21.3%
Q3 2020+0.1%+0.0%+17.5%
Q1 2020-0.7%-0.5%+0.1%
Q4 2019+1.4%+2.1%+2.2%
Q3 2019+0.0%+0.3%-0.6%
Q2 2019
Q1 2019

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