NYSE$HIMS

Hims & Hers Health Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Hims & Hers reported strong growth in Q4 2024, with revenue nearly doubling year-over-year.

Hims & Hers Health, Inc. delivered strong Q4 2024 results with a 95% year-over-year revenue growth to $481.1 million. The company also reported a net income of $26.0 million, significantly higher than the prior year’s $1.2 million. Adjusted EBITDA reached $54.1 million, up from $20.6 million in Q4 2023, and free cash flow rose to $59.5 million from $10.8 million a year ago.

  • Revenue grew 95% year-over-year to $481.1 million in Q4 2024.
  • Net income surged to $26.0 million from $1.2 million in Q4 2023.
  • Adjusted EBITDA rose to $54.1 million, a 163% increase year-over-year.
  • Subscribers increased 45% year-over-year, reaching 2.2 million.

Headline financials

Total Revenue

$481M

Previous: $247M+95.1%
EPS (adj)

$0.11

Previous: $0.01+1000.0%
Free Cash Flow

$59.5M

No prior period
Net Income

$26M

Previous: $1.25M+1990.4%
Operating Income

$18.6M

Previous: -$400K+4749.0%
Gross Profit

$370M

Previous: $204M+81.1%

Revenue & EPS history

Hims & Hers · Revenue · Quarterly

$481M

Q4 2024+95.1%vs Q4 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 expects continued revenue and profitability growth in 2025, with full-year revenue projected between $2.3 billion and $2.4 billion and Adjusted EBITDA between $270 million and $320 million.

Tailwinds

  • Revenue guidance for FY 2025 set between $2.3 billion and $2.4 billion.
  • Adjusted EBITDA expected to increase to a range of $270 million to $320 million.
  • Continued subscriber growth anticipated, expanding its market reach.
  • Expansion into new healthcare segments supporting growth outlook.
  • Strong cash flow position supports investment in further innovation.

Headwinds

  • Gross margin declined from 83% in Q4 2023 to 77% in Q4 2024.
  • Higher marketing expenses impacting operating profit margins.
  • Competitive landscape in digital health remains challenging.
  • Uncertainty in regulatory environments could impact growth strategies.
  • Macroeconomic conditions may influence consumer healthcare spending.

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 Q4 2024

Historical avgQ4 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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