Hims & Hers Health shares drop on earnings miss, mixed outlook

Published 05/05/2025, 21:18
© Reuters

Investing.com -- Hims & Hers Health Inc (NYSE:HIMS) reported first quarter earnings that fell short of analyst expectations, despite strong revenue growth. The telehealth company’s shares tumbled 4% following the release of mixed results and guidance.

For Q1 2025, Hims & Hers posted adjusted earnings per share of $0.20, missing the analyst consensus of $0.23. However, revenue surged 111% YoY to $586 million, surpassing estimates of $538.9 million.

The company’s subscriber base grew 38% YoY to 2.4 million in the quarter. Gross margin contracted to 73% from 82% in the same period last year.

"We’re starting 2025 with incredible momentum. Millions of people are turning to us for access to care that is personal, affordable, and has the potential to drive better outcomes," said Andrew Dudum, co-founder and CEO.

Looking ahead, Hims & Hers affirmed its full-year 2025 revenue guidance of $2.3 billion to $2.4 billion, in line with analyst expectations. The company raised its adjusted EBITDA outlook to $295-$335 million.

For Q2 2025, the company forecasts revenue of $530-$550 million, below the consensus of $564.5 million. Adjusted EBITDA is projected at $65-$75 million.

Hims & Hers also introduced long-term targets, aiming for at least $6.5 billion in revenue and $1.3 billion in adjusted EBITDA by 2030.

The mixed results and outlook appear to have dampened investor sentiment, as reflected in the stock’s post-earnings decline. However, management remains optimistic about the company’s growth trajectory and market opportunity in telehealth services.

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