Hims & Hers Estimates 28.7% Revenue Growth but EPS to Plunge 81.8%
Hims & Hers to report Q4 2025 results on Feb. 23 with revenue consensus at $619.2 million (+28.7%) and EPS forecast at $0.02 (−81.8%). The platform expanded into low-testosterone and weight-loss care, launched biomarker testing, upsized an $870 million convertible note, but elevated marketing costs and GLP-1 litigation could pressure margins.
1. Earnings Preview
Hims & Hers is scheduled to release Q4 2025 results on February 23 after market close, with consensus revenue at $619.2 million (up 28.7% year-over-year) and EPS expected to drop 81.8% to $0.02, reflecting recent underperformance against estimates.
2. Platform Expansion
The company has broadened its addressable market by adding low-testosterone and weight-loss care under its multi-specialty platform and launching in-depth biomarker testing to enhance cross-selling and subscriber retention across life stages.
3. Convertible Note Upsize
Hims & Hers completed an $870 million convertible senior notes offering, bolstering its financial flexibility to fund international expansion, strategic acquisitions and further AI-driven technology and infrastructure investments.
4. Cost and Legal Headwinds
Aggressive marketing campaigns and technology build-out have elevated operating expenses, while ongoing legal scrutiny and litigation over compounded semaglutide products could pressure growth and margins in the weight-loss segment.