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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 |
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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 Q1Selected | $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 |
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).
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.
What HIMS and other companies said about each other on FY2026 Q1 earnings calls — 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 |
|---|---|---|---|
HIMS Hims & Hers Health, Inc. | 3 | +3.8% | |
| DVA DaVita | 7 | +6.0% | |
| HCA HCA Healthcare | 6 | +4.3% | |
| SOLV Solventum | 6 | -3.0% | |
| UHS Universal Health Services | 7 | +9.7% |