NYSE$HIMS

Hims & Hers Health Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Hims & Hers reported record growth in revenue, net income, and adjusted EBITDA in Q1 2025.

Hims & Hers delivered exceptional financial performance in Q1 2025, more than doubling revenue year-over-year and significantly increasing profitability across key metrics, driven by personalized treatments and expansion in weight loss solutions.

  • Revenue grew 111% year-over-year to $586 million.
  • Net income increased to $49.5 million from $11.1 million a year ago.
  • Adjusted EBITDA surged to $91 million, up 182% year-over-year.
  • Subscriber base expanded to 2.4 million, up 38% year-over-year.

Headline financials

Total Revenue

$586M

Previous: $278M+110.7%
EPS (adj)

$0.20

Previous: $0.05+300.0%
Subscribers

2.4M

Previous: 1.7M+41.2%
Monthly Online Rev per Avg Sub

$84.00

Previous: $55.00+52.7%
Net Income

$49.5M

Previous: $11.1M+344.7%
Operating Income

$57.9M

Previous: $9.9M+484.6%
Gross Profit

$431M

Previous: $229M+88.0%

Revenue & EPS history

Hims & Hers · Revenue · Quarterly

$586M

Q1 2025+110.7%vs Q1 2024
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 projects FY2025 revenue of $2.3–$2.4B and adjusted EBITDA of $295–$335M, supported by ongoing subscriber growth and product expansion.

Tailwinds

  • Forecasts >65% YoY growth in Q2 revenue.
  • Raised 2025 Adjusted EBITDA guidance to $295–$335M.
  • Continued expansion in GLP-1 and personalized treatment offerings.
  • New partnership with Novo Nordisk to offer Wegovy.
  • Launch of at-home lab testing and plans to enter hormone therapy market.

Headwinds

  • Gross margin declined by ~900 bps YoY to 73%.
  • Ongoing semaglutide transition may affect near-term weight loss revenue.
  • Shift in sexual health strategy slowed new customer growth.
  • High marketing expenses including Super Bowl ad.
  • Inventory levels increased significantly YoY.

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 2025

Historical avgQ1 2025

+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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