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Sentiment · FY2025 Q3
As of FY2025 Q2, the Tellvest earnings-call sentiment score for Hims & Hers Health, Inc. (HIMS) is 9/10.
Hims & Hers grew revenue 73% year-over-year to $545 million in the second quarter of 2025, with adjusted EBITDA of $82 million holding margin north of 15% even after roughly $7 million of severance and sign-on costs. Growth broadened across dermatology, oral weight loss and daily sexual health, each up more than 55%, offsetting a deliberate offboarding of commercially available GLP-1 dosages that pulled monthly average revenue per subscriber down to $74 from $84. Management leaned into expansion, closing the ZAVA acquisition to enter the U.K. and Europe, seeding a 2026 Canada launch, and outlining new hormonal-health, lab-testing and longevity specialties on the path to its 2030 targets of at least $6.5 billion in revenue and $1.3 billion in adjusted EBITDA. Full-year guidance was reiterated at $2.3 billion to $2.4 billion in revenue and $295 million to $335 million in adjusted EBITDA, with free cash flow of negative $69 million and a step down to an 11% third-quarter margin reflecting a deliberate investment period in marketing and technology.
Scored from Hims & Hers Health, Inc.’s FY2025 Q2 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $481M | +95.1% | $0.11 | — | 3.9% | 5.4% | $60M |
| FY2025 Q1 | $586M | +110.7% | $0.20 | +300.0% | 9.9% | 8.4% | $50M |
| FY2025 Q2 | $545M | +72.6% | $0.17 | +200.4% | 4.9% | 7.8% | $-69M |
| FY2025 Q3 | $599M | +49.2% | $0.06 | -80.2% | 2.0% | 2.6% | $91M |
| FY2025 Q4 | $618M | +28.4% | $0.08 | -27.3% | 1.5% | 3.3% | $821,000 |
| FY2026 Q1 | $608M | +3.8% | $-0.40 | -300.0% | -2.7% | -15.1% | $53M |
| FY2026 Q2 | $753M | +38.2% | $-0.37 | -317.6% | -12.9% | -11.5% | $-55M |