NYSE$HIMS

Hims & Hers Health Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Hims & Hers experienced revenue growth and improved profitability.

Hims & Hers Health, Inc. reported strong second-quarter results with significant revenue growth of 83% year-over-year, reaching $207.9 million. The company also achieved Adjusted EBITDA profitability of $10.6 million and subscriber growth to 1.3 million. The company raised its full-year revenue guidance to $830 million to $850 million and Adjusted EBITDA guidance to $35 million to $40 million.

  • Revenue increased by 83% year-over-year to $207.9 million.
  • The company achieved Adjusted EBITDA profitability of $10.6 million.
  • Subscribers grew by 74% year-over-year to 1.3 million.
  • Full-year revenue guidance raised to $830 million - $850 million.

Headline financials

Total Revenue

$208M

Previous: $114M+83.1%
EPS (adj)

-$0.03

Previous: -$0.10+70.0%
Free Cash Flow

-$7.16M

Previous: -$19.7M+63.6%
Net Income

-$7.16M

Previous: -$19.7M+63.6%
Operating Income

-$9.24M

Previous: -$20.2M+54.3%
Gross Profit

$170M

Previous: $87.2M+95.2%
Cash & Equivalents

$65.4M

Previous: $55M+18.9%
Total Assets

$390M

Previous: $380M+2.6%
Stock-Based Comp

$16.8M

Previous: $10.6M+58.4%

Revenue & EPS history

Hims & Hers · Revenue · Quarterly

$208M

Q2 2023+83.1%vs Q2 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Hims & Hers · $208M total across 2 segments · Q2 2023

  • Online Revenue
    $201M+87.2%
  • Wholesale Revenue
    $6.73M+10.4%

Forward guidance

Hims & Hers provided revenue guidance of $217 million to $222 million and Adjusted EBITDA guidance of $10 million to $13 million for Q3 2023. For the full year 2023, the company expects revenue of $830 million to $850 million and Adjusted EBITDA of $35 million to $40 million.

Tailwinds

  • Revenue of $217 million to $222 million for Q3 2023.
  • Adjusted EBITDA of $10 million to $13 million for Q3 2023.
  • Revenue of $830 million to $850 million for the full year 2023.
  • Adjusted EBITDA of $35 million to $40 million for the full year 2023.
  • Adjusted EBITDA margin of 4% to 5% for the full year 2023.

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 Q2 2023

Historical avgQ2 2023

+2.5%

Avg return

Earnings day

+3.8%

Avg return

5 days after

+11.7%

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%-1.8%
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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