Hims & Hers 2026 Revenue Guidance Tops Estimates
Hims & Hers 2026 revenue guidance tops estimates, citing stronger personalized-health sales; traders must reprice 2026 revenue expectations.
KEY TAKEAWAYS
- FY2026 revenue guidance raised to $2.7-$2.9 billion, above the $2.7 billion consensus.
- Q1 2026 revenue projected at $600-$625 million, below the $653 million consensus.
- GAAP EPS beat at $0.08 while net income fell to $21 million; subscribers topped 2.5 million.
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Hims & Hers Health (NYSE: HIMS) on Feb. 23 said its 2026 revenue guidance tops estimates, citing stronger sales of personalized-health products including compounded weight-loss medications, while reporting mixed fourth-quarter results that combined a slight revenue shortfall with a GAAP earnings-per-share beat.
Full-Year Guidance and Drivers
The company projected full-year 2026 revenue between $2.7 billion and $2.9 billion, above the $2.71 billion consensus. Management attributed the outlook to higher demand for personalized-healthcare products, explicitly highlighting compounded weight-loss medications as a key driver. This upgraded guidance raises expectations as the company scales prescription and consumer offerings across its platform.
For the first quarter, Hims & Hers forecast revenue of $600 million to $625 million, below the consensus range near $653 million. This cautious start contrasts with the stronger full-year outlook.
Fourth-Quarter Results and Subscriber Growth
Hims & Hers posted its fourth-quarter and full-year 2025 results along with a shareholder letter at investors.hims.com on Feb. 23, 2026, at 4:05 p.m. ET. The company framed its guidance around product sales while reporting quarterly operating metrics.
Fourth-quarter revenue reached $618 million, up 28.4% year-over-year but narrowly missing the $619 million consensus. The company emphasized this as part of its effort to monetize higher-value therapies on its platform.
GAAP earnings per share were $0.08, beating the $0.03 consensus, while net income declined to $21 million from $26 million a year earlier. The profit drop reflected a combination of margin gains and increased investments in marketing and product development. The company described the quarter as a step toward improving profitability while investing in growth.
Subscribers exceeded 2.5 million, spanning all 50 U.S. states and select European markets. Management cited this scale as a foundation for broader product adoption, supporting the case that expanded reach will drive stronger sales of personalized offerings throughout 2026.
