From The Motley Fool · Motley Fool Transcribing · · 1m 40s
Hims & Hers Q3 2026 Earnings Report
Hims & Hers reports 49% revenue growth with international expansion accelerating.
In brief
Hims & Hers reports 49% revenue growth with international expansion accelerating. Hims & Hers Health achieved $890.4 million Q3 revenue, 2.788 million subscribers, and a 9% adjusted EBITDA margin while expanding international markets. Originally reported by The Motley Fool.
Q3 Revenue Growth
Revenue grew 49% year over year to $890.4 million.
Subscribers
2.788 million subscribers, 13% year over year growth.
International Expansion
Rest of world revenue grew 321% year over year following Eucalyptus acquisition.
Adjusted EBITDA
Adjusted EBITDA of $82.4 million, 9% margin.
Net Loss
Net loss of $33.0 million compared to net income of $15.8 million in prior year.
Marketing Efficiency
Marketing efficiency improved 7 percentage points to 28% of revenue.
Technology Investment
Technology and platform investment at 8% of revenue, largest engineering hiring quarter.
Testosterone Offering
Testosterone specialty revenue approaching $100 million annualized run rate.
Peptides+ Launch
Peptides+ offering launching late November 2026 with clinician-led treatment plans.
Hers 2.0 App
Hers 2.0 app launched with integrated AI care coaching and expanded engagement tools.
International Brands
Hers launched in Australia and Germany; Hims launched in Germany and Australia.
AI Native Experience
AI native experience now available to large majority of weight loss customers.
Weight Loss Partnerships
Agreement with Eli Lilly to expand access to Foundayo and Zepbound.
Fourth Quarter Guidance
Q4 revenue guidance of $875 million to $895 million.
Full Year 2026 Guidance
Full year 2026 revenue guidance of $3.13 billion to $3.15 billion.
Subscribers Decline
Net subscriber decrease of 100,000 due to measured marketing spend.
At a glance
Hims & Hers Health achieved $890.4 million Q3 revenue, 2.788 million subscribers, and a 9% adjusted EBITDA margin while expanding international markets.
