Robust Revenue Growth and …

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• Revenue: Grew 49% year over year to nearly $600 million in Q3 2025.

• Adjusted EBITDA Margin: Above 13% for the third quarter.

• Subscriber Growth: Increased by more than 30,000 sequentially, reflecting a 20% year over year growth rate.

• Adjusted EBIT: Grew more than 50% year over year to $78 million in Q3 2025.

• Gross Margin: Declined over 2 points quarter over quarter to 74%.

• Cash Flow from Operations: $149 million in Q3 2025.

• Free Cash Flow: $79 million in Q3 2025.

• Cash and Investments: Over $1.1 billion at quarter end, with $630 million in cash and short-term investments.

• Q4 2025 Revenue Guidance: Expected to be between $605 million to $625 million, representing a 26% to 30% year over year growth rate.

• Q4 2025 Adjusted EBITDA Guidance: Expected to be between $55 million to $65 million, reflecting a 10% margin at the midpoint.

• Full Year 2025 Revenue Guidance: Expected to be between $2.335 billion and $2.355 billion, reflecting a 58% to 59% year over year increase.

• Full Year 2025 Adjusted EBITDA Guidance: Expected to be between $307 million to $317 million, reflecting a 13% margin at the midpoint.

Release Date: November 03, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

• Hims & Hers Health Inc (NYSE:HIMS) reported a 49% year-over-year revenue growth, reaching nearly $600 million in the third quarter.

• The company saw a 50% increase in subscribers using personalized solutions, contributing to significant revenue growth.

• Hims & Hers Health Inc (NYSE:HIMS) is expanding its international presence, with plans to launch in Canada and further investments in Europe.

• The company is actively pursuing strategic partnerships, such as discussions with Novo Nordisk and a partnership with Marius Pharmaceuticals.

• Hims & Hers Health Inc (NYSE:HIMS) is investing in new specialties like menopause and low testosterone, which are expected to drive long-term growth.

• Gross margins declined over 2 points quarter over quarter to 74%, impacted by lower intra-quarter revenue recognized per shipment.

• General and administrative costs increased due to the integration of ZAVA and hiring of new leadership talent.

• The company is experiencing headwinds from the transition away from generic on-demand sexual health solutions.

• There are near-term margin headwinds expected from price reductions in compounded GLP-1 treatment plans.

• Hims & Hers Health Inc (NYSE:HIMS) anticipates a temporary pause in year-over-year margin expansion due to ongoing investments.