Robust Revenue Growth and …

This article first appeared on GuruFocus.

  • 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

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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.

Q: What is the timeline to release a full stack subscription service that includes at-home testing and additional products and services like peptides and a broader longevity offering? What are the biggest hurdles to this type of rollout? A: Andrew Dudum, CEO: We are excited about launching whole body lab testing before year-end, which will be offered at a fraction of the typical cost. This testing lays the foundation for our longevity specialty, which will launch in 2026 and include a wide range of treatments. The biggest hurdle is ensuring expanded access to these treatments, but our acquisition of a peptide manufacturing plant will support this rollout.

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Q: How confident are you that you’ll be able to reaccelerate core growth over the coming quarters? What specific levers can you pull? A: Oluyemi Okupe, CFO: We are confident in reaccelerating core growth by expanding into new specialties like testosterone and menopause, and by introducing lab diagnostics. These initiatives, along with overcoming current headwinds, will help us maintain strong growth and potentially accelerate it in the future.

Q: As diagnostic capabilities ramp up, how do you envision the pace of providing personalized treatments and expanding into new specialties? A: Andrew Dudum, CEO: Diagnostic capabilities will accelerate the pace of bringing personalized treatments to market. Our infrastructure will support this growth, and we expect a structural change in marketing efforts to reflect the expanded offerings, transforming how people perceive our brand.

Q: Can you discuss your approach to the portfolio of GLP-1 solutions, especially if the Novo partnership moves forward? A: Andrew Dudum, CEO: We believe in offering a breadth of options for patients, including potential partnerships with Novo and others. This approach allows us to provide personalized care and adapt to advancements in biotech, ensuring we offer the best solutions to our customers.

Q: How are you thinking about marketing, especially around the New Year and events like the Super Bowl? A: Oluyemi Okupe, CFO: We see significant leverage from organic and lower-cost channels, and as retention improves, we gain marketing efficiency. We will continue to invest in marketing strategically, focusing on new specialties and international expansion, while maintaining our capital allocation framework.

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


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