Overview
- Hims reported Q4 EPS of $0.08, topping the $0.04 estimate, on revenue of $617.8 million that was just below roughly $619 million expected.
- The company guided Q1 2026 revenue to $600 million–$625 million versus about $653 million forecast, sending shares down roughly 2% after hours and about 6% premarket Tuesday.
- Full‑year 2026 revenue was projected at $2.7 billion–$2.9 billion, above roughly $2.74 billion consensus, with adjusted EBITDA of $300 million–$375 million and a trajectory implying a later‑year ramp.
- Hims halted its $49 compounded oral semaglutide after an FDA enforcement warning and referral to the Justice Department, faces a Novo Nordisk patent suit, and continues to offer compounded GLP‑1 injections.
- Subscribers grew 13% to 2.5 million as Hims pursued international expansion via deals including Eucalyptus (up to $1.15 billion) and last year’s Zava purchase, with 2025 international revenue rising to $133.9 million from $26.8 million in 2024, while the stock is down more than 50% year to date.