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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ryan MacDonald | Needham | 9 questions · 0% challenging |
| Craig Hettenbach | Morgan Stanley | 9 questions · 11% challenging |
| Maria Ripps | Canaccord Genuity | 7 questions · 0% challenging |
| Eric Percher | Nephron Research | 7 questions · 0% challenging |
| Daniel Grosslight | Citigroup | 4 questions · 50% challenging |
| Brian Tanquilut | Jefferies | 4 questions · 0% challenging |
| Jonna Kim | TD Cowen | 3 questions · 0% challenging |
| Mark Mahaney | Evercore ISI | 3 questions · 0% challenging |
| Justin Patterson | KeyBanc Capital Markets | 3 questions · 0% challenging |
| Aaron Kessler | Seaport Research Partners | 2 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 1 analyst | 9 questions · 11% challenging |
| Needham | 1 analyst | 9 questions · 0% challenging |
| Canaccord Genuity | 1 analyst | 7 questions · 0% challenging |
| Nephron Research | 1 analyst | 7 questions · 0% challenging |
| Jefferies | 1 analyst | 4 questions · 0% challenging |
| Citigroup | 1 analyst | 4 questions · 50% challenging |
| TD Cowen | 1 analyst | 3 questions · 0% challenging |
| Evercore ISI | 1 analyst | 3 questions · 0% challenging |
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Hims & Hers grew first-quarter revenue 4% year-over-year to $608 million as a March strategic pivot away from compounded GLP-1s toward branded products - anchored by a Novo Nordisk partnership that fulfilled more than 125,000 Wegovy shipments in six weeks - pressured the top line against a tough weight-loss comparison. The pivot drove roughly $33 million of restructuring charges (about $28 million hit gross margins by ~5 points), and GAAP net income swung to a $92 million loss while adjusted EBITDA fell to $44 million at a 7% margin. International revenue rose nearly tenfold to $78 million on the ZAVA and Livewell acquisitions, with the planned Eucalyptus deal (approximately $240 million at close) expected to close in the second half. Management raised full-year 2026 revenue guidance to $2.8 billion to $3 billion but set adjusted EBITDA guidance at $275 million to $350 million, an 11% margin, prioritizing growth and subscriber acquisition over near-term profitability.
Product Launch | Revenue Growth | Demand | Guidance Reliability | Margin | Regulation Policy | Competitive Dynamics | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 2 | 2 | ||||
| 2025Q1 | 6 | 4 | 1 | 1 | 3 | 2 | ||
| 2025Q2 | 1 | 5 | 4 | 4 | 1 | 1 | 2 | |
| 2025Q3 | 1 | 1 | 4 | 2 | 1 | |||
| 2025Q4 | 2 | 2 | 2 | 2 | 1 | 2 | 1 | |
| 2026Q1 | 3 | 2 | 3 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Product Launch | 4 | 6 | 1 | 1 | 2 | 3 |
| Revenue Growth | 3 | 4 | 5 | 1 | 2 | |
| Demand | 2 | 1 | 4 | 4 | 2 | |
| Guidance Reliability | 4 | 2 | 2 | |||
| Margin | 1 | 1 | 2 | 3 | ||
| Regulation Policy | 2 | 3 | 1 | |||
| Competitive Dynamics | 2 | 1 | 2 | 1 | ||
| Geographic Expansion | 2 | 1 | 1 | 1 |
Calendar quarter Q1 2026Earnings call May 11, 2026
FY2026 Q1 in brief
Hims & Hers grew first-quarter revenue 4% year-over-year to $608 million as a March strategic pivot away from compounded GLP-1s toward branded products - anchored by a Novo Nordisk partnership that fulfilled more than 125,000 Wegovy shipments in six weeks…
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +3.77% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Hims & Hers Health, Inc. (HIMS), FY2026 Q1: 3/10. Scores: Hims & Hers Health, Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: HIMS daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $481M | +95.1% | $0.11 | +1000.0% | 76.8% | 3.9% | 5.4% | $59M |
| FY2025 Q1 | $586M | +110.7% | $0.20 | +300.0% | 73.5% | 9.9% | 8.4% | $50M |
| FY2025 Q2 | $545M | +72.6% | $0.17 | +183.3% | 76.4% | 4.9% | 7.8% | $-70M |
| FY2025 Q3 | $599M | +49.2% | $0.06 | -81.3% | 73.8% | 2.0% | 2.6% | $79M |
| FY2025 Q4 | $618M | +28.4% | $0.08 | -27.3% | 71.9% | 1.5% | 3.3% | $-3M |
| FY2026 Q1Selected | $608M | +3.8% | $-0.40 | -300.0% | 65.2% | -12.9% | -15.1% | $53M |
| FY2026 Q2 | $753M | +38.2% | $-0.37 | -317.6% | 63.8% | -12.9% | -11.5% | $-68M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What HIMS said about other companies on its FY2026 Q1 call, and what other companies said about HIMS on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“providers on our platform can now send prescriptions for zepbound, vials and [indiscernible] as well as [indiscernible] to the LillyDirect pharmacy and access self-pay pricing for Hims & Hers customers”
HIMS enabled providers to route Zepbound prescriptions to Eli Lilly's LillyDirect pharmacy at self-pay pricing, adding another consumer distribution channel for Lilly's branded GLP-1.
“Within 6 weeks of introducing direct access to Novo Nordisk GLP-1 products to our platform, we have fulfilled more than 125,000 shipments for Wegovy products.”
HIMS became a high-volume distribution channel for Novo Nordisk's branded GLP-1s, fulfilling 125,000+ Wegovy shipments within six weeks of launch, a strong demand signal for Novo's Wegovy pill and pen.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| HIMSHims & Hers Health, Inc. | 3 | +3.8% | Hims & Hers grew first-quarter revenue 4% year-over-year to $608 million as a March strategic pivot away from compounded GLP-1s toward branded products - anchored by a Novo Nordisk partnership that fulfilled more than 125,000 Wegovy shipments in six weeks - pressured the top line against a tough weight-loss comparison | |
| VTRSViatris | 8 | +8.1% | Strong Revenue Growth With Clean Year-Over-Year Comparisons | |
| ZTSZoetis | 3 | +1.9% | Zoetis delivered Q1 revenue of $2.3B growing 3% reported but flat on an organic operational basis, as US companion animal revenue declined amid parasiticide franchise pressure and key dermatology competitive headwinds |
Hims & Hers grew first-quarter revenue 4% year-over-year to $608 million as a March strategic pivot away from compounded GLP-1s toward branded products - anchored by a Novo Nordisk partnership that fulfilled more than 125,000 Wegovy shipments in six weeks - pressured the top line against a tough weight-loss comparison
Zoetis delivered Q1 revenue of $2.3B growing 3% reported but flat on an organic operational basis, as US companion animal revenue declined amid parasiticide franchise pressure and key dermatology competitive headwinds
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| HIMS | 9 | 9 | 9 | 6 | 8 | 3 |
| VTRS | 6 | 3 | 4 | 5 | 7 | 8 |
| ZTS | 7 | 7 | 7 | 5 | 7 | 3 |