HIMS
Hims & Hers Health, Inc.
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Hims & Hers Health, Inc..
Coverage
We Covered Hims Four Times in Eight Days, Then Went Quiet for Six Months. It Reports Monday.
In February we published four pieces on Hims & Hers in eight days — an FDA reversal, a DOJ referral, a Novo Nordisk lawsuit, a stock down 75% — and then nothing. Ahead of the August 3 print, here is what the numbers did in the meantime, and an honest account of which questions we still cannot answer.
HIMS Perfect Storm: FDA, DOJ, and Novo Nordisk Close In — Stock Down 75% From Highs
Hims & Hers faces a triple regulatory and legal assault. FDA crackdown, DOJ criminal referral, and now a Novo Nordisk patent lawsuit have cratered the stock from $68 to $17 in weeks. We break down the compounding threats.
HHS Refers Hims to DOJ for GLP-1 Drug Investigation
HHS refers Hims & Hers to the Department of Justice over potential violations related to compounded GLP-1 weight-loss drugs. Here's what we know and what it means.
FDA to restrict GLP-1 compounding, names Hims
FDA announces intent to restrict GLP-1 active ingredients for non-approved compounded drugs, explicitly naming Hims as a mass-marketer.
HHS refers Hims to DOJ for GLP-1 investigation
HHS General Counsel announces referral to DOJ over potential FD&C Act violations related to compounded GLP-1 drugs. Stock down ~2%. No charges filed yet.
HIMS Enters Cancer Diagnostics with $250 Galleri Test
Hims & Hers launches the Galleri multi-cancer early detection test at 74% off list price. Here's what it means for the stock.
Earnings release dates
| Quarter | End date | Publication date | Release |
|---|---|---|---|
| 2026 Q2 | 2026-06-30 | 2026-08-03 | Details → |
| 2026 Q1 | 2026-03-31 | 2026-05-05 | Details → |
| 2025 Q4 | 2025-12-31 | 2026-02-24 | Details → |
| 2025 Q3 | 2025-09-30 | 2025-11-04 | Details → |
| 2025 Q2 | 2025-06-30 | 2025-08-05 | Details → |
| 2025 Q1 | 2025-03-31 | 2025-05-05 | Details → |
| 2024 Q4 | 2024-12-31 | 2025-02-24 | Details → |
| 2024 Q3 | 2024-09-30 | 2024-11-04 | Details → |
| 2024 Q2 | 2024-06-30 | 2024-08-05 | Details → |
Company History
Andrew Dudum founded Hims in San Francisco, initially focused on men\
Launched Hers brand to expand into women\
Added mental health services including anxiety and depression treatments through online consultations.
Went public through SPAC merger with Oaktree Acquisition Corp, trading on NYSE under ticker HIMS.
Entered the weight loss market with GLP-1 offerings, capitalizing on Ozempic/Wegovy demand surge.
Reported first full-year net income of $126 million with revenue of $1.5 billion, validating the telehealth model.
Launched Hims Labs for at-home health testing, measuring key biomarkers with doctor-developed action plans.
Added GRAIL\
