NYSE$HIMS

Hims & Hers Health Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Hims & Hers Health Inc reported robust revenue growth in Q2 2025 fueled by subscriber expansion and personalized product adoption.

The company achieved $544.8 million in revenue for the three months ended June 30, 2025, representing a 73% increase year-over-year. Net income reached $42.5 million with strong performance in online subscriptions, particularly GLP-1 weight loss offerings. Operating income was $26.7 million as the business continued scaling its platform and fulfillment capabilities.

  • Online revenue grew 75% to $536.9 million driven by 31% subscriber increase to 2.44 million and higher ARPU from personalized solutions.
  • Gross profit rose 62% to $416.2 million, though gross margin declined to 76% due to mix shift toward higher-cost GLP-1 offerings.
  • Adjusted EBITDA reached $82.2 million (15% margin), reflecting operating leverage despite elevated marketing and technology investments.
  • Cash and cash equivalents stood at $1.12 billion following the convertible notes issuance, providing substantial liquidity for growth initiatives.

Headline financials

Total Revenue

$545M

Previous: $316M+72.6%
EPS (adj)

$0.19

Previous: $0.06+216.7%
Subscribers

2.4M

Previous: 1.9M+30.8%
Monthly Online Revenue per Avg Subscriber

$74.00

Previous: $57.00+29.8%
Adjusted EBITDA

$82.2M

Previous: $39.3M+109.2%
Adjusted EBITDA Margin

15.0%

Previous: 12.0%+25.0%
Net Income

$42.5M

Previous: $13.3M+219.7%
Operating Income

$26.7M

Previous: $11M+142.3%
Gross Profit

$416M

Previous: $257M+62.2%
Cash & Equivalents

$1.12B

No prior period
Total Assets

$1.88B

No prior period

Revenue & EPS history

Hims & Hers · Revenue · Quarterly

$545M

Q2 2025+72.6%vs Q2 2024
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Hims & Hers · $545M total across 2 segments · Q2 2025

  • Online Revenue
    $537M
  • Wholesale Revenue
    $7.95M

Forward guidance

Management expects personalized offerings to increasingly drive future online revenue growth.

Tailwinds

  • Continued subscriber growth and uptake of personalized solutions across the platform.

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports

Historical avg

+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
Q2 2025
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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