NYSE$HIMS

Hims & Hers Health Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Hims & Hers experienced growth and profitability in Q3 2024.

Hims & Hers Health, Inc. reported a strong third quarter in 2024 with revenue of $401.6 million, up 77% year-over-year. The company achieved a net income of $75.6 million and Adjusted EBITDA of $51.1 million. Subscriber base grew to 2.0 million, a 44% increase year-over-year. The company also raised its full year 2024 revenue guidance to a range of $1.460 billion to $1.465 billion and Adjusted EBITDA guidance to a range of $173 million to $178 million.

  • Revenue increased by 77% year-over-year, reaching $401.6 million in Q3 2024.
  • Net income was $75.6 million, including a $60.8 million tax benefit.
  • Adjusted EBITDA was $51.1 million, compared to $12.3 million in the same quarter last year.
  • The subscriber base grew to 2.0 million, reflecting a 44% year-over-year increase.

Headline financials

Total Revenue

$402M

Previous: $227M+77.1%
EPS

$0.32

Previous: -$0.04+900.0%
Subscribers

2.0M

No prior period
Monthly Online Rev per Avg Sub

$67.00

No prior period
Gross Margin

79.0%

No prior period
Adjusted EBITDA Margin

13.0%

No prior period
Capital Expenditures

-$5.88M

Previous: -$5.92M+0.7%
Free Cash Flow

$75.6M

Previous: -$7.57M+1098.9%
Net Income

$75.6M

Previous: -$7.57M+1098.9%
Operating Income

$22.4M

Previous: -$8.55M+361.6%
Gross Profit

$318M

Previous: $187M+69.7%
R&D Expense

$21.1M

No prior period
Stock-Based Comp

$24.9M

Previous: $17.3M+44.1%

Revenue & EPS history

Hims & Hers · Revenue · Quarterly

$402M

Q3 2024+77.1%vs Q3 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 Q4 2024 and full year 2024.

Tailwinds

  • Revenue of $465 million to $470 million is expected for the fourth quarter of 2024.
  • Adjusted EBITDA of $50 million to $55 million is anticipated for Q4 2024, reflecting an Adjusted EBITDA margin of 11% to 12%.
  • Full year 2024 revenue is projected to be between $1.460 billion and $1.465 billion.
  • Adjusted EBITDA for the full year 2024 is expected to range from $173 million to $178 million, with an Adjusted EBITDA margin of 12.
  • Company is focused on driving top-line growth and profitability

Headwinds

  • Guidance constitutes forward-looking statements and actual results may differ materially.
  • The company cannot predict with reasonable certainty the ultimate outcome of certain components of reconciliations.
  • Market-related assumptions are not within their control.
  • The company is unable to assess the probable significance of the unavailable information.
  • Future developments affecting the company may not be those that they have anticipated.

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 Q3 2024

Historical avgQ3 2024

+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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